Senior Banker II
Jobtailor
Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs Responds to customer inquiries and concerns, creating customized solutions Introduces and fulfills banking products (examples: checking & savings accounts, credit cards, CDs, IRAs, loans) Identifies client needs for licensed sales functions and refer to partners (Merrill, Lending, & Small Business) Quotes rates, terms and programs for banking solutions Manages risk in every business, product and service transaction leveraging available tools Leverages expertise from prior role by interacting with clients with an increased complexity of financial needs Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities Assists, educates, and trains clients on conducting simple transactions through self-service technologies Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements Requirements Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Confident in identifying solutions for helping new and existing clients based on their needs Strong written and verbal communications skills Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone) Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances Applies strong critical thinking and problem-solving skills to meet clients' needs Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws) Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance. Core Competencies Demonstrates expertise in building client relationships and providing tailored financial solutions, while adhering to regulatory requirements and optimizing the client experience through effective communication and problem-solving skills. Highest-signal resume keywords Sales Experience Client Relationship Management Financial Product Knowledge Regulatory Compliance Critical Thinking ATS Optimization Keywords Hard Skills Banking Products Account Opening Account Maintenance Digital Assisted Shopping Financial Solutions Soft Skills Effective Communication Time Management Problem-Solving Collaboration Adaptability Certifications & Qualifications Notary Commission Industry Keywords Client-Centric Relationship-Oriented Operational Excellence Financial Center Consumer Banking Tools & Technologies Self-Service Technologies Technology Platforms #J-18808-Ljbffr
$21 - $26 per hour
...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 relationships...SuggestedFull timeWork experience placement$37 - $65.5 per hour
...Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with...SeniorTemporary workWork experience placementImmediate start- ...Associate Banker 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...SuggestedPart time
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...Become a Coldwell Banker Real Estate Agent – Entry-Level and Experienced Searching for Real Estate Agents in Simi Valley, California – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Simi Valley,...SuggestedHourly payFull timeFor contractors- ...AeroVironment seeks an Executive Assistant to support senior management with a wide range of administrative tasks. You will manage calendars, coordinate meetings, prepare materials, and handle confidential information to keep leadership aligned with priorities. The role...Senior
$23 - $31 per hour
...list of best workplaces “to grow your career” 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...Work experience placementFlexible hours- ...Relationship Banker Simi Valley, 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...Work at officeFlexible hoursShift workWeekend workDay shift
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- ...Lead Caregiver At Sunrise Senior Living, we believe meaningful work starts with purpose. Our team members are passionate about making a positive difference in the lives of residents every day. At Sunrise Senior Living, we champion the quality of life for all seniors...SeniorShift work
$24 - $30 per hour
Endeavor Schools is seeking an Assistant School Leader/Assistant Director at Phoenix Ranch to support the School Leader in daily operations, drive enrollment and retention, and ensure compliance with regulations. The role requires leadership, strong communication, and ...Hourly pay$168.39k - $227.83k
...lay within them, you’ll thrive as part of the Amgen team. Join us and transform the lives of patients while transforming your career.Senior Principal ScientistWhat you will doLet’s do this. Let’s change the world! We are seeking an experienced toxicologist in the Product...SeniorFull timeWork at officeRemote workFlexible hours- Please note: This is a fully onsite position. The selected candidate will be required to work in person at our Simi Valley, CA office during standard business hours. Looking for an individual to develop, review, modify, and negotiate proposals and contracts; interface ...SeniorContract workFor subcontractorWork at office
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Worker TypeRegularJob DescriptionSummaryAeroVironment is seeking a highly skilled and experienced Senior Supplier Quality Engineer to join our dynamic team. As a Senior Supplier Quality Engineer, you will play a critical role in ensuring the quality and reliability of...SeniorPermanent employmentFull timeContract workWork experience placementWork at office$110k - $158k
Senior Program ManagerCompany: RSA Engineered Products LLCPrimary Location: 110 West Cochran Street, Unit A, Simi Valley, CA 93065 USAWorkplace Type: On-siteEmployment Type: Salaried | Full-TimeFunction: Customer ServiceEqual Opportunity Employer Minorities/Women/Veterans...SeniorContract workTemporary workWork at officeFlexible hours- ...We are seeking a highly skilled and technology-focused Senior Sales Engineer to join our team. This individual will play a critical role in our sales process. The main role is engaging with customers, understanding their applications, and proposing our products where...SeniorPermanent employment
$55.35 - $87.39 per hour
Description Under the supervision of the Supervisor or Management, the Technical Specialist plans, directs and coordinates all technical activities performed in the division of technical expertise/practice. The Technical Specialist is responsible for all quality and...SeniorMinimum wageFull timeLocal areaShift work$116k - $182.27k
By clicking the “Apply” button, I understand that my employment application process with Takeda will commence and that the information I provide in my application will be processed in line with Takeda’s Privacy Notice and Terms of Use. I further attest that all information...SeniorMinimum wageTemporary workFor contractorsLocal areaShift work$32.5 - $36 per hour
Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial...SeniorLocal area$32.5 - $36 per hour
Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial...SeniorLocal area$32.5 - $36 per hour
Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial...SeniorLocal area$53 - $57 per hour
Physical Therapist *This role is based in an Assisted Living, Independent Living, and Memory Care setting. *We are open to full-time, part-time or PRN Full-Time, scheduled up to 40 hours per week ($53-$57/hr) Part-Time, scheduled up to 20-25 hours per week ($...SeniorFull timePart timeReliefWork at officeShift work- ...Why Join Sunrise Senior Living At Sunrise Senior Living, we believe meaningful work starts with purpose. Our team members are passionate about making a positive difference in the lives of residents every day. At Sunrise Senior Living, we champion the quality of...SeniorShift work
$20 per hour
We are in Westlake Village, California, looking for a dedicated and compassionate elder care provider. We are seeking both Full-time and/or Part-time candidates who can offer either Live-in or Live-out arrangements, depending on what suits your needs and ours. The ideal...SeniorHourly payFull timePart timeLive outLive in$160k - $175k
Principal Electrical Engineer - Simi Valley, CASalary Range: $160,000 - $175,000 + Sign-On Bonus EligibleSchedule: 9/80 Schedule with Every Other Friday OffFounded in 2004, we are an innovative aerospace and defense technology company the majority of its workforce based...Relocation package$85k - $101k
...Join to apply for the Senior Project Engineer role at Dome Construction Continue with Google Continue with Google 2 weeks ago Be among the... ...ago San Fernando, CA $31.00 -$36.00 2 weeks ago Project Engineer II & I - Woodland Hills, CA Santa Monica, CA $93,000.00 -$130,000.00...SeniorFull timeWork experience placement$36 - $41 per hour
A leading consulting firm is seeking a Sr. Associate Facilities – Licensed Electrician in Thousand Oaks, CA. This role focuses on maintenance support for electrical systems in a biopharmaceutical facility. Candidates should have a strong background in facilities operations...SeniorContract work- Hearing Center Manager Responsible for overseeing employees and directing operations of the Hearing Center and other areas of the warehouse. Addresses personnel issues and oversees tasks performed by employees. Participates in Licensed Hearing Aid Dispenser duties. ...SeniorFull timeTemporary workApprenticeshipWork at office
$128k - $195.25k
...Worker Type Regular Summary AV is seeking a Senior Security Manager to lead security operations of the National Industrial Security Programs (NISP). This position will report directly to the Director of Security, Industrial Security, with direct management across...SeniorPermanent employmentFull timeContract workWork experience placementWork at office
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