Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Relationship Banker

FirstBank

Banking Specialist II This position, Banking Specialist II, may be called by many other names: New Accounts Representative, Senior Teller, etc. At First Bank, we choose to call you a \"specialist\" because that is what you are! You have mastered the art of handling transactions at the teller window and are working to gain more training and skills to help clients with new accounts as well as other non-monetary transactions. What You Will Be Doing Providing excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients to the Bank. Providing maintenance on accounts and products when requested and authorized by the client. For those quoting rates, terms and fees on all products and services and providing necessary disclosures as required (NMLS registration will be required). Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, and Client Contact Center. Identifying the need for borrowing and originating consumer loan applications. Assisting in the processing of loan applications and closing. Increasing sales and cross-sell opportunities by participating in sales events such as in-aisle sales (where applicable), internal/external events, out bound calls, and promotional activities. Supporting our Bank's culture and client-friendly environment by greeting clients with a courteous and friendly demeanor, including greeting clients by name when possible. Ensuring continued relationships with our clients by processing client transactions such as deposits, withdrawals, payments, check cashing, etc. courteously, accurately and as expeditiously as possible. Assuring Branch compliance by performing a variety of tasks, including but not limited to, the following: cash audits, alarm tests, loss prevention training, safe deposit delinquencies, ATM balancing, monthly and quarterly branch audits, regulation training, monthly security reports, balancing of travelers checks, official checks and money orders. Protecting the interests of the Bank and our clients by following all security, regulatory and audit procedures, including daily balancing of individual teller drawers, ATM and vault. Maintaining of proper dual control and appropriate holds. Accurately balancing assigned cash drawer on a daily basis. Immediately reporting out of balance conditions to branch management. Helping coach Banking Specialist I on products, services, policies and procedures. Contributing to the Bank's success by identifying sales opportunities and referring clients to the appropriate area. Works towards achievement of branch and individual sales and referral goals. Working to retain existing client relationships and obtain new ones by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities. Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the client. (In-Store) Should cultivate relationship with retail store associates. Contributing to the Bank's efforts in reaching and surpassing its Community Reinvestment Act goals by participating in community service activities. High School Diploma or Equivalent Minimum of 12 months previous client service experience preferred Previous cash-handling experience required Previous banking experience strongly preferred NLMS registration preferred Developed customer service skills, including written and verbal communication Ability to use a PC and alpha/numeric keyboard Flexible work week schedule, which may include Saturdays #J-18808-Ljbffr

Vacancy posted 8 hours ago
Similar jobs that could be interesting for youBased on the Relationship Banker in Westlake Village, CA vacancy
  •  ...First Bank is seeking a Relationship Banker in Westlake Village, CA to build client relationships, assess financial needs, and promote banking solutions. You will open accounts, drive referrals, support digital adoption, and contribute to branch goals. Ideal candidates... 
    Suggested

    Belay Bank

    Westlake Village, CA
    8 hours ago
  • $20.75 - $25.5 per hour

     ...Westlake Village, California, United States About this Role The Relationship Banker is responsible for building client relationships, identifying financial needs, recommending banking solutions, and supporting branch growth through proactive service and sales activities... 
    Suggested
    Hourly pay
    For contractors
    Work at office
    Remote work

    Belay Bank

    Westlake Village, CA
    8 hours ago
  •  ...Relationship Banker Agoura, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position.... 
    Suggested
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Agoura Hills, CA
    2 days ago
  • $25 - $26.77 per hour

     ...that represent what we believe. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients... 
    Suggested
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Agoura, CA
    1 day ago
  • Chase is seeking a Senior Business Relationship Manager within Consumer & Community Banking to cultivate and manage a portfolio of profitable business clients. You will acquire new relationships, deepen existing ones and deliver tailored banking solutions while protecting... 
    Suggested

    Fairygodboss

    Westlake Village, CA
    4 days ago
  • JPMorgan Chase & Co. is seeking a Senior Business Relationship Manager in its Business Banking division to manage a portfolio of large, profitable business clients and drive growth through new client acquisition and deepening existing relationships. The role emphasizes... 

    JPMorgan Chase & Co.

    Westlake Village, CA
    1 day ago
  • $41.72k - $67k

     ...needs based on customer traffic.Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure... 
    Part time
    Local area
    Immediate start
    Day shift

    Bmo

    Woodland Hills, CA
    3 days ago
  • $37 - $65.5 per hour

     ...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within...  ...National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Westlake Village, CA
    2 days ago
  • $37 - $65.5 per hour

     ...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within...  ...National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Westlake Village, CA
    2 days ago
  •  ...First Bank is seeking a Banking Specialist III to grow client relationships and provide financial solutions across bank products. The role emphasizes understanding customer needs and leveraging product features to enhance the banking experience. Responsibilities include... 

    FirstBank

    Westlake Village, CA
    20 hours ago
  • $23.83 - $29.79 per hour

     ...Job Title: Personal Banker III – Full-time – Westlake Branch Overview We are seeking a dynamic Personal Banker III, who is an experienced...  ...banking advisor in establishing, developing and retaining relationships with members to help meet their financial goals. The right... 
    Hourly pay
    Full time
    Flexible hours

    Premier America Credit Union

    Thousand Oaks, CA
    4 days ago
  •  ...California. This role focuses on opening new accounts, handling transactions, and providing exceptional client service while building relationships with clients and cross-selling products. A strong emphasis on accuracy, compliance, and customer care is essential. You will... 

    First Bank

    Westlake Village, CA
    1 day ago
  • $23 - $29 per hour

     ...Personal Banker III At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today...  ...experienced advisor in establishing, developing and retaining relationships with members to help meet their financial goals. The right candidate... 
    Hourly pay
    Work experience placement
    Flexible hours

    Premier America Credit Union

    Thousand Oaks, CA
    10 hours ago
  •  ...banking. This role supports a culture of service, risk awareness, and adherence to financial regulations. The position emphasizes relationship building, cash handling, and delivering an exceptional client experience. The in-office schedule may include weekends or... 
    Work at office

    Bank of America

    Malibu, CA
    1 day ago
  • Premier America Credit Union is seeking a Personal Banker III at the Westlake Branch. This role focuses on establishing and retaining member relationships while achieving sales and service goals. The candidate should migrate between teller lines and platforms to maximize... 

    Premier America Credit Union

    Thousand Oaks, CA
    20 hours ago
  • $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 time
    Work experience placement

    Premier America Credit Union

    Thousand Oaks, CA
    4 days ago
  • A leading financial institution in California is seeking a Private Banker. In this role, you will manage client relationships and provide comprehensive financial advice on investments and wealth planning. Ideal candidates have over 6 years of experience in private banking... 

    JPMorganChase

    Westlake Village, CA
    20 hours ago
  •  ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to...  ...desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client... 
    Temporary work
    Work experience placement
    Local area

    Chase

    Westlake Village, CA
    1 day ago
  • TwinThread is seeking a Private Banker to join our team in Westlake Village, CA. The successful candidate will advise families on building...  ..., credit, and banking. This role involves managing client relationships, generating new business, and ensuring compliance with... 

    Aumni

    Westlake Village, CA
    2 days ago
  • $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... 

    Premier America Credit Union

    Thousand Oaks, CA
    4 days ago
  • Logix Federal Credit Union, located in California, seeks a Financial Services Officer (Personal Banker/Loan Officer) to join their team. In this high-volume sales role, you'll assist members in achieving their financial goals and exceeding sales targets. The ideal candidate... 

    Logix Federal Credit Union

    Thousand Oaks, CA
    3 days ago
  • $30 - $37 per hour

     ...Personal Banker IV – Warner CenterWe are seeking a dynamic Personal Banker IV, who is experienced in supporting the Branch Manager...  ...for the branch.What You Will Do:Responsible for building strong relationships to promote member retention and loyalty, provide exceptional... 
    Hourly pay

    Premier America Credit Union

    Woodland Hills, CA
    1 day ago
  • $22 - $26 per hour

     ...Personal Banker IIWe 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... 

    Premier America Credit Union

    Woodland Hills, CA
    20 hours ago
  • $1,000 per month

    Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Westlake Village, CA
    1 day ago
  • Wealth Advisor | $3B+ Independent RIA (CA-Based) Presented by Roklyn Consulting At Roklyn we specialize exclusively in the California wealth management market. We don't just "post jobs" we build deep, multi-year partnerships with the most elite firms. A Note...
    Work at office

    Roklyn Consulting

    Thousand Oaks, CA
    4 days ago
  • $61k - $119k

     ...plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Westlake Village, CA
    20 hours ago
  • $23 - $31 per hour

     ...in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in‑branch interactions,... 
    Work experience placement
    Flexible hours

    Wells Fargo

    West Hills, CA
    23 hours ago
  • $23 - $31 per hour

     ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled... 
    Work experience placement

    Wells Fargo

    Simi Valley, CA
    20 hours ago
  • $61k - $119k

     ...plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been... 
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Westlake Village, CA
    4 days ago
  • $1,000 per month

    Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...
    Full time
    Internship
    Local area

    Unavailable

    Westlake Village, CA
    20 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!