Relationship Banker - West Hillcrest Branch - Thousand Oaks, CA
JPMorganChase
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job Responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. National Mortgage Licensing System and Registry (SAFE Act of 2008) In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on‑line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:
FEDERAL DEPOSIT INSURANCE ACT
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. About the Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction. Equal Opportunity Employer / Disability / Veterans We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. #J-18808-Ljbffr JPMorganChase$63.26k - $70.28k
Personal Banker - Thousand Oaks, CA Regular Full-Time Thousand Oaks, CA, US 30+ days ago Requisition... ...community since 1935. We have built trusting relationships within the fire family as the nation’... ...opening in our Thousand Oaks, CA branch for a Financial Service Consultant II...SuggestedFull timeTemporary workLocal areaImmediate start$23.83 - $29.79 per hour
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- ...them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost...SuggestedImmediate startAfternoon shift
$70k - $80k
...and nurtures strong relationships. Collaborates... ...Transparency details US - CA - Arroyo Grande - 200 W Branch St (CA0268), US -... ...CA0274), US - CA - Thousand Oaks - 1440 N Moorpark Rd... ...Oaks - 152 W Hillcrest Dr - OAKS MALL BC (... ...CA6116), US - CA - West Hollywood - 7800 W...SuggestedFull timeTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$53.67k - $70.03k
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The Personal Banker SAFE Act is an entry‑level position responsible... ...calls to acquire new relationships and deepen existing relationships... ...Provide tellers and other branch staff with coaching and guidance... ...Primary Location: Thousand Oaks, California, United States Full...Full time- Citi is seeking a Head Universal Banker in Thousand Oaks, CA, responsible for delivering exceptional service and leading the branch team. This critical role involves guiding clients through complex transactions, mentoring staff, and championing compliance and service excellence...
- JPMorganChase in Thousand Oaks is looking for a Relationship Banker who will deliver exceptional service while representing our brand. The banker will engage... ...interactions. This role requires flexibility to work branch hours, including weekends. #J-18808-Ljbffr JPMorganChase
$21 - $26 per hour
Description Overview We are seeking a dynamic Personal Banker II, who is an experienced advisor in establishing, developing, and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial...Full timeWork experience placement- JPMorganChase is looking for a Relationship Banker in Thousand Oaks, California, to provide exceptional service and build lasting relationships with... ...technology solutions effectively, contributing significantly to the success of the branch. #J-18808-Ljbffr JPMorganChase
$23.83 - $29.79 per hour
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Fifth Third Bank is seeking a Personal Banker I in Thousand Oaks, California. This role focuses on providing an exceptional customer experience by building lasting relationships with clients. Responsibilities include processing transactions, addressing financial needs,...- Premier America Credit Union in Thousand Oaks is seeking a dynamic Personal Banker II - Part-Time to establish and develop financial relationships with members. The ideal candidate will excel in a relationship-focused sales environment while providing outstanding member...Part time
$21 - $26 per hour
Premier America Credit Union in Thousand Oaks is looking for a Personal Banker II. This role focuses on developing strong relationships with members to assist them in reaching their financial goals. Candidates should have excellent customer service skills and prior banking...$154.4k - $242.55k
...finance professional that supports the Thousand Oaks Manufacturing site as the main business... ...risk assessment. Engage in collaborative relationships with internal and external partners.... ...with our pay practices. Location USA - CA - Thousand Oaks - Rancho Conejo U.S. Base...Minimum wageTemporary workWork at officeLocal area$21.4 - $26.75 per hour
...Personal Banker II - Part-Time We are seeking a dynamic Personal Banker II - Part-Time... ...establishing, developing, and retaining relationships with members to help meet their... ...diplomacy is required. Must be able to work branch banking hours at this location. Key...Part timeBank staff- ...names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First... ...operations and sales functions in a retail branch. What You Will Be Doing ~ Expanding current client relationships and building new client relationships by understanding...Flexible hours
$25 - $32 per hour
...clients! In addition to welcoming our clients, you will strengthen relationships with our world-class client service model. You will deliver a... ...Client Acquisition and Engagement : Acquire and deepen the branch client base through proactive service and sales activities,...Hourly payRemote workFlexible hours$170k - $225k
...U.S. Private Bank - Private Banker - Vice President or Executive Director Westlake Village, CA, United States Job Information Job Identification: 210633297 Job... ...goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding...Full timeTemporary workWork experience placementLocal area$70.3k - $75k
...pipeline by prospecting, networking, community involvement, centers of influence and developing niches.* Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them...TraineeshipWork experience placement- ...Register for and comply with SAFE Act requirements for residential loan mortgage originations. Build, manage, and deepen client relationships across a portfolio of banking and investment accounts. Provide comprehensive financial advice, conduct client reviews, and present...Immediate start
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