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
- Citigroup Inc. in Westlake Village, CA is seeking an entry-level Personal Banker SAFE Act to support sales, service and client relationship activities with the customer service team. This role focuses on building loyalty and increasing sales to individual consumer clients...Suggested
$20.75 - $25.5 per hour
...States About this Role The Relationship Banker is responsible for building... ...with experience as a Personal Banker, Universal Banker, Relationship... ...Banker, Credit Union Member Services Representative ,... ...About Us Be a part of a growing company that is truly committed...SuggestedHourly payFor contractorsWork at officeRemote work- ...Relationship Banker Simi Valley, California;Westlake Village, California... ...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
$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... ...management, business administration or finance Skills Adaptability Business...SuggestedHourly payWork at officeFlexible hoursShift workWeekend workDay shift$41.72k - $67k
...-based assessments to grow loyalty and identify immediate... ...solutions, home financing (including business-... ...appointments, and building new relationships within the community.... ...recommendations for personal lending transactions,... ....Acts as a key member of a collaborative and...Part timeLocal areaImmediate startDay shift$22 - $26 per hour
...: We are seeking a dynamic Part-Time Personal Banker II, who is an experienced advisor in... ...establishing, developing, and retaining relationships with members to help meet their financial goals.... ...encouraging individuals to learn and grow. You have been recognized for your excellent...Hourly payPart timeFlexible 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
$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
- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed... ...assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships,...Immediate startAfternoon shift
- Premier America Credit Union is seeking a dynamic Part-Time Personal Banker II to build and retain member relationships and help meet financial goals. The role offers a flexible schedule across Monday through Saturday branch hours and includes teller and referral duties...Part timeFlexible hours
$250k
...Personal Banker Safe Act, Camarillo Branch, Officer Discover your future... ...'ll have the opportunity to grow your career, give back to... ...of Influence (COIs) and the Member Get Member (MGM) Program... ...inbound calls to acquire new relationships and deepen existing relationships...$26.92 - $36.54 per hour
...the communities we support to grow and succeed. We believe it... ...ambition to life, and each person is unique in their potential... ...Day One. Job Description Relationship Bankers build relationships with customers... ...with branch team members and partners to best serve clients...Full timeTemporary workLocal area$250k
...The Personal Banker SAFE Act is an entry level position responsible for the... ...of Influence (COIs) and the Member Get Member (MGM) Program Assist in strategies to grow the small business client and... ...inbound calls to acquire new relationships and deepen existing relationships...Full time$65k - $140k
...ServiceCultivates, builds, and manages relationships with a portfolio of small business clients... ...appointments and opportunities to grow business results through targeted sales... ...power economic growth around the world.As a member of the BMO team you are valued, respected...Part timeLocal area- ...Chase & Co. is seeking a Private Client Banker in California to manage an affluent client... ...set of banking needs. Build strong relationships, advise clients on suitable products, and... ...specialists for complex financial needs. You will grow client balances through proactive...Weekend work
$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$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 ~...SeniorWork experience placementWork at officeRemote work$22 - $28 per hour
...Personal Banker II 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...Work experience placement- JPMorgan Chase in Calabasas, CA seeks an experienced Branch Banking Banker to build lasting relationships with clients through an advice-based banking approach. The role emphasizes delivering tailored financial solutions, collaborating with specialists, and promoting self...
$180k - $200k
...joined Accounting First Group (AFG), a growing group of established CPA firms backed by... ...built to step into it. You’ll start as Senior Tax Manager, run the tax practice day to... ...on a growing share of the firm’s client relationships. The role is about leadership and growth...SeniorRemote work$180k - $200k
...talented tax team while taking ownership of key client relationships. Enjoy the personal culture of a boutique firm backed by resources for continued... ...culture of a boutique practice with the resources of a growing accounting organization, we are investing in talented...SeniorWork at office- Banc of California, Inc. is seeking a Senior Relationship Manager to develop and manage a portfolio of primarily private clients. You will lead negotiations and grow revenue through new business and expanding existing relationships. The role emphasizes financial advisory...Senior
- 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...
- ...Senior AccountantOur client, a national, private equity-backed services company that has grown by... ...of the job.• A chance to mentor junior team members and build leadership experience.• Close working relationships with finance leadership and the operations side of the business...Senior
$45k - $75k
...partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they... ...opening and closing activities). Acts as a key member of a collaborative and versatile branch and market...Part timeLocal areaDay shift- Senior Tax Manager Needed in Westlake Village Job Description We are seeking a Senior Tax... ...to lead client engagements, strengthen relationships, and actively contribute to the growth... ...nationally. Work with colleagues across our growing network to share expertise, serve multi-...Senior
$150k - $180k
...opportunity in a rapidly growing firm founded by a... ...problems, building client relationships, and delivering... ...Entrepreneurs, Not Career Bankers PCM Encore was founded... ...sophistication and personal relationships that define... ..., and other team members when appropriate. Serve...Work at officeRemote workRelocation- ...opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising... ...desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Personal Banker: Grow Member Relationships & Finances. Be the first to apply!
- personal banker Thousand Oaks, CA
- private banker Thousand Oaks, CA
- international tax senior Thousand Oaks, CA
- senior sales Thousand Oaks, CA
- senior network engineer remote Thousand Oaks, CA
- senior manager legal Thousand Oaks, CA
- senior performance engineer Thousand Oaks, CA
- remote senior salesforce administrator Thousand Oaks, CA
- senior brand designer Thousand Oaks, CA
- senior software engineer remote Thousand Oaks, CA


