Relationship Banker 2 - Simi Valley Main - Simi Valley, CA
$26.92 - $36.54 per hourU.S. Bancorp
Relationship BankerRelationship Bankers build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer's unique goals and needs. They are also responsible for originating and closing consumer loans, opening accounts, and opening and/or closing the branch.· Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences.· Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.· Maintains a working knowledge of consumer and business banking products and services including digital products and services.· Provides a consistent optimal client experience, including greeting clients and processing basic transactions.· Develops collaborative partnerships with branch team members and partners to best serve clients.· Opens new consumer and business accounts, completes service requests and submits credit applications.· Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs.· Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.Basic Qualifications - High school diploma or equivalent - Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate trainingPreferred Skills/Experience - Proven ability to build and foster relationships with clients through proactive outreach and follow up - Ability to effectively engage and communicate with clients - Thorough knowledge of applicable bank and branch policies, procedures and support systems - Thorough knowledge of all retail products and services - Proven customer service and interpersonal skills - Experience in participating in sales campaigns/promotions - Experience with using and demonstrating digital products and self-service technologies - Ability to explore and identify a customer's true needs while leveraging a digital first mindset - Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively - Experience in the financial services industry preferredLocation Expectations This role requires working from a U.S. Bank location for all scheduled work days.If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.Benefits:Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:Healthcare (medical, dental, vision)Basic term and optional term life insuranceShort-term and long-term disabilityPregnancy disability and parental leave401(k) and employer-funded retirement planPaid vacation (from two to five weeks depending on salary grade and tenure)Up to 11 paid holiday opportunitiesAdoption assistanceSick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by lawU.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $26.92 - $36.54
$26 - $36 per hour
...stage of your career. Try new things learn new skills and discover what you excel atall from Day One. Job Description Relationship Bankers build relationships with customers by meeting face to face and engaging them when and where they need to provide the best...SuggestedFull timeTemporary workLocal area$70k - $80k
...Builds and nurtures strong relationships. Collaborates... ...Transparency details: US - CA - Agoura - 5667 Kanan Rd... ...205 W Ojai Ave - OJAI VALLEY BC (CA6110), US - CA -... ...N Oxnard Blvd - OXNARD MAIN OFFICE (CA6152), US - CA... ...BC (CA6105), US - CA - Simi Valley - 1307 E Los Angeles...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$22 - $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...SuggestedWork experience placement- ...Relationship Banker Simi Valley, California;Westlake Village, 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...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$100k
...Real Estate Agent Opportunity in Simi Valley, CaliforniaWe are looking to bring on enthusiastic... ...individuals to join the Coldwell Banker family in Simi Valley, California.Applicants... ...Banker can make $100,000+ in their first 1-2 years.Whether you are a licensed agent or...SuggestedHourly payFull timeFor contractors$100k
...help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust... ...of America)Hours Per Week:40Pay Transparency detailsUS - CA - Santa Barbara - 1424 STATE ST (CA6808), US - CA - Westlake Village...Interim roleWork at officeLocal areaShift workDay shift- ...financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...Work at officeFlexible hoursShift workWeekend workDay shift
- ...U.S. Bank is seeking a Relationship Banker to build trust-based client relationships, assess banking needs, and guide customers to deposit and loan products. The role includes opening accounts, processing transactions, and educating clients on digital tools, while collaborating...
- JPMorganChase is hiring a Relationship Banker in Thousand Oaks, CA. You will welcome clients, manage relationships, and offer tailored banking solutions using Chase mobile and digital tools. You will learn and explain products, stay compliant, and collaborate with specialists...Weekend workAfternoon shift
$20.75 - $25.5 per hour
Westlake Village, California, United States About this Role The Relationship Banker is responsible for building client relationships, identifying financial needs, recommending banking solutions, and supporting branch growth through proactive service and sales activities...Hourly payFor contractorsWork at officeRemote work- 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...
$23 - $29 per hour
...Overview: 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... ...degree or equivalent A minimum of two (2) years of banking experience Track record...Hourly payWork experience placementFlexible hours- 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...
- Prudential Financial in Thousand Oaks, CA is hiring a Financial Service Associate for a hybrid role with on-site presence as needed. You... ...has excellent verbal and written communication, at least 2 years of customer service experience, and strong multitasking and...
$58.79k
...section of the system. Job Description: At Regions the Relationship Banker Team Lead is responsible for meeting with customers and... ...information. Requirements High School Diploma or GED Two (2) years of banking sales and/or customer service experience...Full timeLocal areaFlexible hours$75k - $150k
...our current clients clients while simultaneously developing new relationships across various client types (such as high net worth... ...level of trust and confidence with our client to serve as the main advisor for their wealth management needs. Discuss client investment...Remote work- ...California. This role focuses on opening new accounts, handling transactions, and providing exceptional client service while building relationships with clients and cross-selling products. A strong emphasis on accuracy, compliance, and customer care is essential. You will...
- ...opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising... ...achieving their desired goals.Job ResponsibilitiesManage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
- 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
- Bank of America in Westlake Village, CA is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals with brokerage products, banking, and investment strategies. The role requires Series...
- 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...
$45k - $75k
...identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides... ...laws and regulations. Qualifications: Typically between 1 2 years of relevant experience and/or certification in related field...Part timeLocal areaDay shift- ...tolerance. This role involves conducting virtual consultations, preparing clear documentation and reports, and maintaining ongoing relationships to ensure clients understand their options and feel supported in their decisions. Collaboration with internal teams to align...Full timeRemote work
$1,000 per month
Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$70k - $80k
...Candidates should hold Series 7 and 66 licenses, with a minimum of one year in the investments or financial services industry. Strong relationship-building skills and effective communication are essential for this role, which offers a salary between $70,000 and $80,000...- ...Citigroup Inc. is seeking a Universal Banker in Newbury Park, CA, an entry-level position focused on assisting in sales, products, or service activities in coordination with the customer service team to build loyalty and grow sales to individual consumer clients. The...
$171.2k - $285.3k
...blend of technical and interpersonal skills. Your ability to build relationships and communicate effectively will be crucial in delivering... ...application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate...$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within... ...National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial...Temporary workWork experience placementImmediate start- Amgen Inc. in Thousand Oaks, CA, seeks a Senior Director to transform global safety and risk programs. You will lead enterprise strategy, drive digital modernization, and champion risk governance across the organization. This role requires senior leadership experience...
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours
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