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Bank examiner Jobs in Thousand Oaks, CA

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Bank examiner • thousand oaks ca

Last updated: 9 hours ago
  • Promoted
U.S. Private Bank - Private Banker - Vice President or Executive Director

U.S. Private Bank - Private Banker - Vice President or Executive Director

JPMorgan ChaseWestlake Village, CA, US
Full-time
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J. If you have an entrepreneurial ...Show moreLast updated: 30+ days ago
Relationship Banking Specialist I

Relationship Banking Specialist I

Bank of Southern California36 - WESTLAKE VILLAGE
Full-time
Relationship Banking Specialist I.Provide AMAZING customer experience to all branch clients, assisting them with new account requests, account servicing and transactional needs.Promote and cross-se...Show moreLast updated: 15 days ago
U.S. Private Bank - Private Banker - Vice President or Executive Director

U.S. Private Bank - Private Banker - Vice President or Executive Director

JPMorgan Chase Bank, N.A.Westlake Village, US
Full-time
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J. If you have an entrepreneurial ...Show moreLast updated: 30+ days ago
Client Relationship Consultant 2 (Banker) - Albertsons - Newbury Park, CA

Client Relationship Consultant 2 (Banker) - Albertsons - Newbury Park, CA

US BankNewbury Park, CA, United States
Full-time
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show moreLast updated: 5 days ago
Managing Director -Aerospace and Defense

Managing Director -Aerospace and Defense

Huntington National BankCalifornia
Remote
Full-time
The Managing Director serves as the point person in determining the customer’s needs and meeting them through the seamless delivery of the bank's products, services and associated resources within ...Show moreLast updated: 30+ days ago
  • Promoted
Posting Bank Security Officer

Posting Bank Security Officer

Allied UniversalWestlake Village, CA, US
Full-time
Allied Universal, North Americas leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborativ...Show moreLast updated: 30+ days ago
2026 Global Private Bank Advisor Program (Summer Analyst) - US Private Bank

2026 Global Private Bank Advisor Program (Summer Analyst) - US Private Bank

JPMorgan Chase & Co.Westlake Village, CA, United States
Full-time
Global Private Bank Advisor Program (SUMMER Analyst) - USPB.Advisor Training Program in Global Private Bank working with advisors to support client. Target applicant : Expected graduation 2027.If you...Show moreLast updated: 30+ days ago
  • Promoted
U.S. Private Bank - Private Banker - Vice President or Executive Director

U.S. Private Bank - Private Banker - Vice President or Executive Director

ChaseWestlake Village, CA, US
Full-time
This is the job description content.It provides detailed information about the role and responsibilities.The content is formatted to be clear and concise, ensuring that all necessary details are in...Show moreLast updated: 30+ days ago
  • Promoted
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Bank Operations Services Supervisor (Teller Manager)

Bank Operations Services Supervisor (Teller Manager)

First Citizens BancSharesAgoura Hills, CA, US
Full-time
Operations Services Supervisor.At First Citizens Bank, together we become better.We're looking for people who want more than just a job - who want to make a difference in the communities where we l...Show moreLast updated: 9 hours ago
Relationship Banker

Relationship Banker

Comerica BankWestlake Village, CA
Full-time
Career Growth promotional opportunities.Incentive program based on performance.Paid Time Off (PTO), Paid Holidays for Full Time / Part Time Employees. Health, Dental, Vision, 401k match and Life In...Show moreLast updated: 30+ days ago
Head of Marketing Mortgage Banking

Head of Marketing Mortgage Banking

Western Alliance BankWestlake Village, California, USA
Full-time
Head of Marketing - Mortgage Banking.As the Head of Marketing youll lead AmeriHomes enterprise-wide marketing strategy and execution across all origination channels : Delegated Correspondent Non-Del...Show moreLast updated: 9 days ago
  • Promoted
Senior Banker - Lindero Canyon Financial Center

Senior Banker - Lindero Canyon Financial Center

Bank of AmericaWestlake Village, CA, US
Full-time
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for o...Show moreLast updated: 30+ days ago
Cyber Security Engineer – SIEM / SOAR

Cyber Security Engineer – SIEM / SOAR

Mizuho Bank, Ltd.MetroPark
Full-time
Join Mizuho as a Cyber Security Engineer – SIEM / SOAR!.In this role you will be responsible for supporting Mizuho’s needs to support Cyber Security Monitoring and Incident Response automation.You wi...Show moreLast updated: 2 days ago
  • Promoted
Bank Operations Services Supervisor (Teller Manager)

Bank Operations Services Supervisor (Teller Manager)

First Citizens BankAgoura Hills, CA, US
Full-time
At First Citizens Bank, together we become better.We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.As an Operations S...Show moreLast updated: 24 days ago
Plans Examiner

Plans Examiner

SAFEbuiltOak Park, California, USA
Full-time
SAFEbuilt has the technical expertise to provide Community Development services but the reason for our success is our people. Over 1600 experts make up our team from across the country with experien...Show moreLast updated: 13 days ago
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U.S. Private Bank - Private Banker - Vice President or Executive Director

U.S. Private Bank - Private Banker - Vice President or Executive Director

JPMorgan ChaseWestlake Village, CA, US
30+ days ago
Job type
  • Full-time
Job description

Private Banker In The U.S. Private Bank

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities

  • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
  • Generate business results and acquire new assets, both from existing client base and new client acquisition.
  • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs.
  • Partner with internal specialists to provide interdisciplinary expertise to clients when needed.
  • Connect your clients across all lines of business of J.P. Morgan Chase & Co.
  • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach.
  • Strictly adhere to all risk and control policies, regulatory guidelines and security measures.

Required Qualifications, Capabilities, and Skills

  • Six plus years of work experience in Private Banking or Financial Services.
  • Bachelor's Degree required.
  • Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date.
  • Proven sales success and strong business acumen.
  • Strong community presence with an established network.
  • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts.
  • Focuses on the client experience and works tirelessly on the client's behalf.
  • Preferred Qualifications, Capabilities, and Skills

  • MBA, JD, CFA, or CFP preferred.
  • Proactive, takes initiative, and uses critical thinking to solve problems.
  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
  • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business.
  • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate.