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

Relationship Banker: Growth, Digital Adoption & Advisory

Jobtailor

Jobtailor is seeking a customer-focused banking professional in California to grow a portfolio of consumer and business clients. You will lead discovery conversations, coordinate with Wealth/Home Lending/Business Banking, and drive integrated solutions while promoting digital self-service tools. The role emphasizes relationship management, needs assessment, and adherence to regulatory standards, with opportunities across deposits, lending, and investments. #J-18808-Ljbffr Jobtailor

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Relationship Banker: Growth, Digital Adoption & Advisory in Calabasas, CA vacancy
  • $27 - $41 per hour

     ...role: Wells Fargo is seeking a Relationship Banker (SAFE) to join our National...  ...trusted advice, disciplined growth, and long-term customer...  ...financial goals through planning, digital engagement, and customized...  ...outcomes * Champion digital adoption by educating customers on... 
    Digital
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    West Hills, CA
    2 days ago
  •  ...portfolio of consumer and business customer relationships Lead discovery‑driven conversations to...  ...retention, and drive balanced growth across deposits, lending, and investments...  ...into closed outcomes Champion digital adoption by educating customers on self-service... 
    Digital
    Work experience placement
    Immediate start

    Jobtailor

    Calabasas, CA
    1 day ago
  •  ...members achieve their financial goals. The role offers a competitive base salary with commission potential, opportunities for career growth, and a comprehensive benefits package. Join us to turn your sales skills into unlimited earning potential! #J-18808-Ljbffr Logix... 
    Suggested

    Logix Federal Credit Union

    Calabasas, CA
    3 days ago
  •  ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making...  ...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... 
    Digital
    Immediate start
    Afternoon shift

    Chase

    Thousand Oaks, CA
    2 days ago
  • $23 - $31 per hour

     ...Associate Personal Banker (SAFE) Wells Fargo is...  ...role, you will build relationships with customers by supporting...  ..., services, and digital tools to help them manage...  ...balance service with growth. As a member of a leading...  ...comfort using and adopting digital tools and... 
    Digital
    Work experience placement
    Flexible hours

    Wells Fargo

    Calabasas, CA
    1 day ago
  • JPMorgan Chase & Co. is seeking a Relationship Banker in Thousand Oaks, CA. You will represent the Chase brand, build and manage meaningful client relationships, and offer thoughtful financial solutions to meet clients' needs. You will use Chase Mobile App and online tools... 

    JPMorgan Chase & Co.

    Thousand Oaks, CA
    1 day ago
  • $37 - $65.5 per hour

     ...Senior Branch Premier Banker (SAFE) to play a pivotal...  ...deepens, and manages relationships with affluent...  ...role is designed for growth oriented professionals...  ...'ll be supported with digital tools, industry leading...  ...outcomes * Champion digital adoption by educating customers... 
    Digital
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Westlake Village, CA
    3 days ago
  •  ...high "touchpoint" frequency through video, digital communication, and in-person gatherings...  ...to ensure precise execution. Holistic Growth: Expand the firm's impact through wallet...  ...: Minimum of 5 years in a client-facing advisory role, preferably within an independent RIA... 
    Digital
    Work at office

    Roklyn Consulting

    Thousand Oaks, CA
    5 days ago
  • $250k

     ...Personal Banker Safe Act The Personal Banker SAFE Act is an entry level position responsible...  ...calls/inbound calls to acquire new relationships and deepen existing relationships...  ...clients, educate clients on all service and digital channels and leverage technology/ marketing... 
    Digital
    Full time

    Citigroup

    Woodland Hills, CA
    1 day ago
  • $1,000 per month

     ...culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an...  ...the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the... 
    Digital
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Calabasas, CA
    3 days ago
  •  ...recruiting an AI Transformation Lead for Supply Chain to drive the adoption and scaling of AI capabilities across the organization. You...  ...outcomes. The role serves as a strategic bridge between supply chain, digital, data, and technology, ensuring AI initiatives align with... 
    Digital

    ResMed Inc

    Calabasas, CA
    1 day ago
  •  ...looking for a Marketing Coordinator in Malibu, California to support their growth through various marketing initiatives. The ideal candidate will have at least 2 years of experience in digital marketing and will play a pivotal role in executing and optimizing campaigns... 
    Digital

    KellyPartners

    Malibu, CA
    2 days ago
  • EPCVIP, Inc is seeking a driven Marketing Manager to join the Brand Marketing team. You will grow our brand presence across digital channels—from paid ads and social media to email and content strategy—reporting to the Director of Brand Marketing and collaborating cross... 
    Digital

    EPCVIP, Inc.

    Calabasas, CA
    3 days ago
  • $92.22k - $106.1k

     ...can overlap. We want to help you achieve growth by giving you access to a network of...  ...-depth knowledge of Workday, and client relationship management skills will contribute to the...  ...name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide... 
    Full time
    Contract work
    Local area
    Flexible hours

    Armanino

    Woodland Hills, CA
    14 hours ago
  • $28.85 - $33.65 per hour

     ...connection. We do this by driving Responsible Growth and delivering for our clients,...  ...acquiring, building and managing client relationships to considering a client’s complex financial...  ...services industry or sales experienceSkills: • Advisory• Account Management• Client Experience... 
    Hourly pay
    Full time
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Woodland Hills, CA
    1 day ago
  •  ...is seeking an AI Transformation Lead for Supply Chain to drive adoption and scaling of AI capabilities across the Supply Chain team. You...  .... The role acts as a strategic bridge across supply chain, digital, data, and technology, establishing governance, communities of... 
    Digital

    Worklane GmbH

    Calabasas, CA
    14 hours ago
  • EPCVIP, Inc. is seeking a driven Marketing Manager to grow brand presence across digital channels, from paid ads to email marketing and content strategy. You will report to the Director of Brand Marketing and work cross‑functionally to align marketing with business goals... 
    Digital

    EPCVIP, Inc

    Calabasas, CA
    1 day ago
  •  ...planning and investment advice to individuals and families. You will build long-term client relationships, deliver personalized investment solutions, and support clients with digital tools and referrals. The role requires relevant licenses (Series 7, Series 66, Life/... 
    Digital

    JPMorgan Chase & Co.

    Thousand Oaks, CA
    3 days ago
  •  ...product launches. The ideal candidate is a motivated self-starter with strong creative thinking skills and a solid understanding of digital marketing platforms. Responsibilities include collaborating with various teams, managing campaign timelines, and analyzing... 
    Digital

    Live Nation Entertainment

    Calabasas, CA
    3 days ago
  • Frankies Bikinis is hiring a VP of Digital to lead the brand's growth engine across ecommerce, lifecycle, and site experience. This senior role owns the digital P&L and guides a 9-person team, partnering with the CEO to set revenue targets and strategic roadmaps. Based... 
    Digital

    Frankies Bikinis

    Malibu, CA
    14 hours ago
  •  ...in Malibu is seeking a Marketing Coordinator to support their growth. This role involves local and global B2B and B2C marketing initiatives...  ...web and social media. Ideal candidates should have 2+ years of digital marketing experience, strong communication skills, and be... 
    Digital
    Local area

    Kelly + Partners Inc

    Malibu, CA
    3 days ago
  •  ...successful candidate will lead content production across multiple digital platforms, manage projects, and enhance brand storytelling....  ...drive our marketing initiatives effectively. Join a dynamic environment committed to growth and innovation. #J-18808-Ljbffr Audio LLC
    Digital

    Audio LLC

    Westlake Village, CA
    2 days ago
  •  ...to own customer lifecycle marketing across email, SMS, and push, driving revenue growth and higher LTV. This on-site role (Tue-Thu in-office; Mon & Fri WFH) sits at the center of our digital ecosystem, coordinating with ecommerce, marketing, merchandising, and the... 
    Digital
    Work at office
    Work from home

    Guitar Center

    Westlake Village, CA
    4 days ago
  •  ...this role, you will have the opportunity to build relationships with our top clients, as well as participate in the growth of the company. Because we want our clients to...  ...responsibilities include: Work alongside advisory team and third-party professionals to deliver... 
    Immediate start

    Morton Wealth

    Calabasas, CA
    5 days ago
  • $61k - $119k

     ...Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement...  ...plans—including investments for growth, insurance for protection, and annuities...  ...to help them achieve their goals Grow relationships with clients to support them through every... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Woodland Hills, CA
    5 days ago
  •  ...and onboarding oversight. Actively participate in weekly advisor growth meetings and contribute to the development of your peers. Our...  ...events. Experience Requirement: Minimum 5 years of experience in an advisory role at a wealth management firm (preferably an RIA) Certified... 

    Morton Wealth

    Calabasas, CA
    1 day ago
  • $160k - $220k

     ...Position Summary As the Director of DoD Growth, you will play a key role in shaping and...  ...Build and nurture strong customer relationships with senior DoD officials and program stakeholders...  ...and collaboration via video, phone, and digital tools. Occasionally (% Equal... 
    Digital
    Local area
    Remote work

    AVUM INC

    Malibu, CA
    13 days ago
  • $31 - $43 per hour

    Position: Paraplanner A private wealth advisory practice of Ameriprise Financial...  ...committed to building long-term client relationships and delivering thoughtful financial guidance...  ...learning and professional development Growth & Development The practice is committed... 
    Hourly pay
    Full time
    Private practice
    Work at office

    Ameriprise Financial - California

    Calabasas, CA
    a month ago
  • $102.5k - $139.7k

     ...can overlap. We want to help you achieve growth by giving you access to a network of...  ...throughout the project lifecycle.Support user adoption through training, documentation, and...  ...name under which Armanino LLP and Armanino Advisory LLC, independently owned entities,... 
    Full time
    Contract work
    Local area
    Flexible hours

    Armanino

    Woodland Hills, CA
    14 hours ago
  • $23 - $29 per hour

     ...Personal Banker III We are seeking a dynamic Personal Banker III, who is an experienced...  ...establishing, developing and retaining relationships with members to help meet their...  ...working as part of a team to maximize revenue growth and to meet or exceed personal and Branch... 
    Hourly pay
    Flexible hours

    Premier America Credit Union

    Woodland Hills, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Banker: Growth, Digital Adoption & Advisory. Be the first to apply!