Senior Personal Banker: Grow Member Relationships & Finances
Premier America Credit Union
Premier America Credit Union in Thousand Oaks, CA seeks a dynamic Personal Banker III to advise members, establish and develop relationships, and help meet financial goals. You will rotate between teller and platform, delivering high‑quality service and identifying needs. This role emphasizes cross‑selling suitable products, maintaining accuracy in account transactions, and supporting branch sales and service goals. #J-18808-Ljbffr Premier America Credit Union
$20.75 - $25.5 per hour
...States About this Role The Relationship Banker is responsible for building... ...candidates with experience as a Personal Banker, Universal Banker,... ...Consumer Banker, Credit Union Member Services Representative , or... .... About Us Be a part of a growing company that is truly committed...SuggestedHourly payFor contractorsWork at officeRemote work- ...Relationship Banker Agoura, California **To proceed with your application,... ...with opportunities to learn, grow, and make an impact. Join us... ...business administration or finance **Skills:** + Adaptability +... ...registered investment adviser, **Member SIPC** and a wholly owned...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- Citi in Camarillo, CA, is hiring an entry-level Personal Banker SAFE Act to support sales and service activities. The role focuses on fostering customer relationships to drive loyalty and increase sales with individual consumer clients. The position requires up to 2 years...SuggestedFull time
- 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
- 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...Senior
- 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...Senior
$23 - $31 per hour
...self, and empowered to grow. And we’re recognized... ...seeking an Associate Personal Banker (SAFE) to join our... ...role, you will build relationships with customers by supporting... ...them manage their finances with confidence.... ...with growth. As a member of a leading financial...Full timeWork experience placementFlexible hours$23 - $29 per hour
...Purpose is to serve our members by making it easier... ..., and pursuing personal growth. Come grow with us and be part... ...a dynamic Personal Banker III, who is an experienced... ...and retaining relationships with members to help... ...Performs a full range of senior teller, operational,...Hourly payWork experience placementFlexible hours- A boutique CPA firm in Thousand Oaks seeks a Senior Client Manager to oversee client relationships and manage internal teams. The role requires an active CPA... ...conducting strategic meetings, and mentoring junior staff members. The position offers competitive hourly pay along...SeniorHourly payRemote work
- EP Wealth Advisors is seeking a Senior Client Relationship Associate to partner with wealth advisory, financial planning, and internal support teams. You will focus on client satisfaction, retention, and growth, acting as the primary contact for inquiries related to accounts...Senior
- ...may be called by many other names: New Accounts Representative, Senior Teller, etc. At First Bank, we choose to call you a "... ...greeting clients by name when possible. Ensuring continued relationships with our clients by processing client transactions such as deposits...Immediate startFlexible hours
$25 - $26.77 per hour
...you can build a successful career with opportunities to learn, grow, and make an impact. Join us!This job is responsible for... ...bank's risk culture and strives for operational excellenceBuilds relationships with clients to meet financial needsFollows established processes...Hourly payWork at officeFlexible hoursWeekend workDay shift- ...transactions, and providing exceptional client service while building relationships with clients and cross-selling products. A strong emphasis on... ...operations, assist with loan applications and disclosures, and work to grow client satisfaction. #J-18808-Ljbffr First Bank
$46.8k - $63k
...valued, and understood. We build lasting relationships by doing the right thing, exceeding... ...diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent... ...and proactively meet with them, both in person and over the phone, to build lasting relationships...Full timeImmediate startAfternoon shift$25 - $26.77 per hour
...successful career with opportunities to learn, grow, and make an impact. Job Description:... ...for operational excellence Builds relationships with clients to meet financial needs Follows... ...management, business administration or finance Skills Adaptability Business Acumen...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- JPMorgan Chase & Co. in Thousand Oaks is seeking a Relationship Banker at a Chase Branch to deliver welcoming service, cultivate client relationships, and present banking solutions using digital tools. You will proactively engage clients, assess financial needs, and offer...
- ...Chase in the United States is seeking a Private Client Banker to manage affluent clients' banking relationships with an advice-based approach, coordinating across... ...-service options, adhere to banking policies, and grow the relationship through referrals while complying with...
- ...businesses and functions to broaden your career in a dynamic private banking environment. The role emphasizes building trusted client relationships, advising on balance sheets, asset allocation, wealth planning, credit and banking needs, and partnering #J-18808-Ljbffr...Senior
- JPMorganChase in the United States is seeking a seasoned Private Banking professional to manage relationships, provide investment guidance, and drive asset growth. The role emphasizes client-centric service, cross-functional collaboration, and adherence to risk controls...Senior
$65k - $140k
...Cultivates, builds, and manages relationships with a portfolio of small business clients to build... ...appointments and opportunities to grow business results through targeted sales... ...economic growth around the world. As a member of the BMO team you are valued, respected...Contract workPart timeLocal area$23 - $31 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate... ...frontline role, you will build relationships with customers by supporting... ...to help them manage their finances with confidence. You will... ...service with growth. As a member of a leading financial...Work experience placement$76.96k - $136.24k
...self, and empowered to grow. And we’re... ...Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal... ...deepens, and manages relationships with affluent customers... ...expectations, and taking personal ownership to convert... ...Serve as an active member of the branch team...SeniorTemporary workWork experience placementImmediate start$61k - $119k
...one way to start, build, and grow your practice. As an... ...client experience Build personalized, holistic financial plans tailored... ...achieve their goals Grow relationships with clients to support them... ...adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern...Full timeContract workFor contractorsWork at office$55 per hour
...Description Job Description Senior Client Manager / Tax... ...Oaks, CA In-Person | Approximately 28... ...take ownership of client relationships, guide our production... ...opportunities, and help grow the firm. This is... ...Follow up with team members and keep projects moving...SeniorHourly payWork at officeImmediate start$140k - $185k
...opportunities for professionals to grow their careers. We make... ...organizations Leads teams of seniors and staff accountants... ...Coaches/mentors individual team members Provides formal and informal... ...and maintains strong client relationships with client personnel and prospective...SeniorWork at officeRemote work$140k - $185k
...opportunities for professionals to grow their careers. We make... ...who can handle multiple client relationships and advise on various... ...Coach/mentor individual team members Provide formal and informal... ...leading and supervising a team of seniors and staff accountants ~ Can...SeniorWork experience placementWork at officeRemote work$167k - $260k
...seeking a Lead Commercial Banking Relationship Manager for clients with... ...you will:Develop, retain, and grow complex client relationships... ...stakeholders, and partnering with senior peers to execute more complex... ...outside activities or personal investing; affected employees...Full timeWork experience placementLocal area- 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...
- BMO Financial Group in Thousand Oaks, CA, seeks an accomplished relationship manager to cultivate small business client relationships and grow BMO's market share. You will apply consultative sales skills to win new business and expand existing relationships, while delivering...
- ...collaborative team of financial experts, serving in-person customers who use Intuit TurboTax... ..., you will play a key role in growing TurboTax’s client base within the local... ...attracting new clients, establishing long-term relationships, and driving customer loyalty. You will...SeniorPart timeLocal area
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