Personal Banker III - Westlake
$23.83 - $29.79 per hourPremier America Credit Union
Personal Banker III Full-time Westlake Branch
We are seeking a dynamic Personal Banker III, who is an experienced branch banking 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 with members to help attain department goals.
What You Will Do:
This role requires a strong ability to professionally and effectively communicate with prospective and current members in a broad range of situations, to establish, develop and retain deep financial relationships to help meet and exceed member and credit union goals.
The Personal Banker III must be flexible and willing/able to migrate between the teller line and platform seamlessly, working as part of a team to maximize revenue growth and to meet or exceed personal and Branch sales and service goals.
Responsible for identifying member needs and cross-selling appropriate products and services, while meeting sales goals and service standard expectations.
Balances daily transactions and verify that cash totals are correct.
Open all variety of deposit accounts, resolve member issues, manage account maintenance, and update member information as required.
Assists members with Safe Deposit access/open Safe Deposit boxes for members, where applicable.
Requirements
What We Are Looking For:
- High School degree or equivalent
- A minimum of two (2) years of branch banking experience
- Track record of outstanding member service in a relationship focused sales environment.
- Demonstrated track record of success meeting and/or exceeding established sales and lending goals.
- Strong customer service skills, comfortable multi-tasking, ability to work independently and as a member of a team, capable in a relationship-focused sales environment.
- Branch hours: 9:00 am - 5:00 pm Mon-Thurs; 9:00 am - 6:00 pm Fri; 9:00 am - 1:00 pm Sat
Pay Range Info:
The base pay range for this position is: $23.83 -$29.79 per hour plus incentives (guaranteed $500 per month for the first three months).
Perks Important to You:
- Competitive pay
- Subsidized health care including medical, dental and vision
- FSA and HSA
- Company-Paid Life and A&D insurance
- Discounts on loans (must be a member)
- Paid Vacation, Holiday, and Sick time
- 401k Retirement Saving Plan with a 6% safe harbor employer match
- Educational Assistance Program and more!
Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.
Equal Opportunity Employer Veteran / Disabled
Drug-free workplace
Premier America Credit Union- 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...Suggested
$23 - $29 per hour
...Personal Banker III We are seeking a dynamic Personal Banker III, 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...SuggestedHourly payFlexible hours- ...Part-Time Universal Banker (24 Hours), Westlake Village Branch Working at Citi is far more than just a job. A career with us means joining a... ...adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating,...SuggestedPart time
$63.26k - $70.28k
...this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Personal Banker - Thousand Oaks, CA Regular Full-Time Thousand Oaks, CA, US Salary Range: $63,255.00 To $70,283.00 Annually Firefighters...SuggestedFull timeTemporary workLocal areaImmediate start$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...SuggestedFull timeWork experience placement- A community-focused financial institution in Thousand Oaks is seeking a Personal Banker to establish member relationships and provide a full-service banking experience. The ideal candidate will have at least 2 years of personal banking experience and a strong proactive...
- TwinThread is seeking a Private Banker to join our team in Westlake Village, CA. The successful candidate will advise families on building, preserving, and managing their wealth while using their extensive knowledge in investments, financial planning, credit, and banking...
$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...$170k - $225k
U.S. Private Bank - Private Banker - Vice President or Executive Director Westlake Village, CA, United States Job Information Job Identification: 210633297 Job Category: Client Advisory Business Unit: Asset & Wealth Management Posting Date: 06/04/2025, 04:24 AM Location...Full timeTemporary workWork experience placementLocal area- Logix Federal Credit Union in Newbury Park, CA is seeking a Financial Services Officer (Personal Banker/Loan Officer) to drive high-volume sales and help members achieve their financial goals. This full-time role offers a competitive base salary with commissions and opportunities...Full time
$1,000 per month
...collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeInternshipLocal areaFlexible hours$47.51k - $61.99k
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities... ...adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating,...Hourly payFull timePart time- 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...
$23 - $31 per hour
...Companies 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- ...Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San... ...Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Work at officeShift workDay shift
- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel... ...Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial...Immediate startAfternoon shift
$250k
...Personal Banker Safe Act The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster...Full time- 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...
- 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...
- JPMorganChase is seeking a Relationship Banker to join a Chase branch in California. You will represent the brand with hospitality, manage client relationships, and use digital tools to meet banking needs. You will acquire, manage, and retain clients, tailoring solutions...Weekend workAfternoon shift
- Logix Federal Credit Union is seeking a Financial Services Officer I in Calabasas, CA. Ideal candidates are dynamic, results-driven sales professionals who thrive in a fast-paced environment and love helping members achieve their financial goals. The role offers a competitive...
- 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...
- 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 ...
- ...Simi Valley - 2830 Cochran St - SYCAMORE PLAZA BC (CA7173), US - CA - Tarzana - 18337 Ventura Blvd - TARZANA BC (CA8133), US - CA - Westlake Village - 954 S Westlake Blvd - WESTLAKE VILLAGE BC (CA6132), US - CA - Whittier - 11210 Washington Blvd - WASHINGTON CENTER BC (...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Northwestern Mutual is offering a College Financial Representative internship in Westlake Village, CA. You will learn to prospect, build a client base, and develop a personal business plan with guidance from a Fortune 500 company. As an intern, you’ll participate in coaching...InternshipFlexible hours
$80k - $90k
A leading financial services firm seeks a Financial Advisor to join their Advisor Development Program in Westlake Village, CA. This role focuses on building client relationships and providing comprehensive investment guidance. The ideal candidate has a Series 7 and 66...$48k - $100k
Bank of America is seeking Financial Advisors and Wealth Management Client Associates in Westlake Village, California. This role involves delivering goals-based financial planning and building solid client relationships. The ideal candidate should have a strong background...$28.85 - $33.65 per hour
...Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursRotating shiftDay shift$23.19 - $28.35 per hour
...Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client...Temporary work$27 - $41 per hour
...Join us! About this role: Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted... ...coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed...Temporary workWork experience placementImmediate start
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker III - Westlake. Be the first to apply!


