Investment banker jobs in San Buenaventura, CA - 127 jobs

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available

WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a specific market. Provide integrated financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and brokerage. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio. May serve as a segment or industry specialist acting as a technical consultant to clients and colleagues in various business segments and geographic locations. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act. WHAT WILL YOU DO? * Develop new relationships externally through referrals from clients and Center of Influences, personal community involvement, and from internal partners. * Profile across the full spectrum of the needs of PB target segments and provide tailored advice in collaboration with the client team. Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate services. * Utilize, include, coordinate and lead CNB team to develop new business including leading pre-brief and de-brief meetings. * Identify additional opportunities from existing clients and leverage all resources and other colleagues to successfully become the client's lead or sole provider. * Manage relationships by leading the client team in planning, delivery, and regular review with clients. Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience. Proactively communicate with clients about current conditions in the financial markets and necessary adjustments to their investment strategies and holdings consistent with CNB perspectives. Ensure full client team is coordinated on communication. * Analyze financial needs of clients and monitor their ongoing financial and personal circumstances to make adjustments or take action accordingly. * Ensure that relationship plans have been developed and are implemented. * Work with the Client Manager and rest of client team to ensure preparation of all presentation and review materials. * Ensure that client's current goals, risk tolerance, and constraints are reflected in the IPS for managed investments. * Ensure that regular, tailored investment and relationships reviews occur between client team and client. * For those colleagues with FINRA Licenses, review asset management and CNS Brokerage statements with clients. Partner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients. Discuss changes to strategies with the CNS IO. * Keep current on client's financial information while ensuring that clients understand the solutions being provided (including terms and conditions for any and all credit facilities). * Communicate in a timely and proactive manner with clients and with all risk areas, especially the Credit Team where there is a borrowing relationship. * Maintain all appropriate training and continuing WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 10 years of experience in one or more of the following: asset management, banking/credit, personal trust, and brokerage services. * Minimum 10 years of sales and relationship management experience in financial services preferably with high net worth clients. * FINRA Series 7 and 63 and 65 or 66 * California Insurance License * Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act. *Additional Qualifications* * Strong understanding of all products and services applicable to high net worth clients. * Superior knowledge of credit policies and procedures, and bank operations policies and procedures. * Demonstrated sales and marketing abilities. * Strong interpersonal, verbal, and written communication skills * Initiates relationships with clients whose trust, investment, and lending needs require a consistently strong performer with in-depth product knowledge and excellent sales skills. * Contributes positive suggestions and demonstrates productive collaboration with Line of Business and product partners that lead to ongoing growth and development of PB and City National Bank. * May partner with another CA and manage a risk adjusted revenue book of up to $2million. * Usually possesses a BA or MBA and typically has 8 years of financial services experience. * May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and 63, and 65 or 66 securities licenses and state insurance license preferred. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $127,626 - $237,014 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies. Wilshire advises on over $1 trillion in assets for some of the world's largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide. Job Description Wilshire is seeking incoming interns to join our Manager Research team for Summer 2026. As part of the investment team, you will deepen your knowledge of markets, managers, and investment processes, contributing directly to research and analysis that drives client outcomes. The application deadline is January 23, 2026. What You'll Do: Participate as a contributing member of the manager research team in the evaluation and selection of third-party managers, specializing in either traditional or alternative asset classes. Aid in maintaining research databases and ensuring data accuracy. Assist with the drafting of investment memos for fund investments, co-investments, and secondary transactions. Support senior analysts and portfolio managers in analyzing investment opportunities and trends. Prepare summary presentations and research materials for internal and external use. Qualifications Working toward a bachelor's degree in Economics, Finance, Business, or a related field (graduation between 12/2026 and 6/2027). Previous internship or academic research experience in finance, investment banking, or consulting a plus. Exceptional analytical and problem-solving skills (quantitative and qualitative). High proficiency in Microsoft Excel and Office Suite. Strong written and verbal communication skills. Detail-oriented, organized, and able to manage multiple priorities efficiently. Proactive and able to work both independently and collaboratively. Additional Information This position will work on a hybrid model out of our Santa Monica, Pittsburgh, Chicago, or Broomfield office We offer a comprehensive benefits package including a collaborative work environment, generous PTO, 401(k) match, affordable & comprehensive medical/dental/vision insurance, CFA and other professional membership reimbursement, and more. The pay range for this position is $25/hour. However, base pay will be determined on an individual basis considering various factors, including location, qualifications, skills, and experience. The total compensation package includes eligibility for an annual discretionary bonus and a full range of health and financial benefit offerings, which will be provided in conjunction with an offer of employment. Visit **************** for additional company information. Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5. As such, you may be required to disclose your prior political contributions. We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race/ethnicity, creed, color, religion, sex (including gender and gender identity), national origin, ancestry, age, marital status, veteran status, citizenship status, disability, medical condition (as defined by California Government Code section 12926), or sexual orientation. Our employees, as well as applicants and others with whom we do business, will not be subjected to sexual, racial, religious, ethnic, or any other form of unlawful harassment. In addition, Wilshire adheres to the equal employment opportunity requirements of all states and localities in which it does business. We are completely committed to these principles not only because of the various laws which address these subjects, but because it is the right thing to do for our employees and clients to thrive. If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at [email protected] or ************. #LI-Hybrid

Job DescriptionDescription: Job Title: Personal Banker III - Full-time - Camarillo 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: Our Team Members enjoy the following rewards and benefits: 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

Full-time Description Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. Please see below for more details and we look forward to connecting with you! Apply today! Summary: Senior New Accounts/CSR III: The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Summary: New Accounts/CSR III: The position is required to be knowledgeable and skilled in opening new consumer and basic business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Summary: New Accounts/CSR II: The position is required to be knowledgeable and skilled in opening new consumer accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Qualifications: Senior New Accounts/CSR III: A minimum of three years banking teller experience is required Advanced experience with opening consumer accounts and complex business accounts is required Prior supervisory experience is preferred Minimum of three years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative and positive manner Possesses strong knowledge of basic banking regulations such as BSA and Information Security Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Qualifications: New Accounts/CSR III: A minimum of 2 years banking teller experience is required Experience with opening consumer accounts and basic business accounts is required Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner Possesses working knowledge of basic banking regulations such as BSA and Information Security Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Qualifications: New Accounts/CSR II: A minimum of one year of banking teller experience is required Beginner experience with opening consumer accounts is required Beginner experience opening basic business accounts is preferred Minimum of one year of strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Essential Duties: Senior New Accounts/CSR III: Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience In conjunction with the Manager, makes monthly business development calls as assigned Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts Support business clients with essential Treasury Services, i.e., RDC (Check Scanner), Armored, and Courier Service Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act As assigned may gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact, and diplomacy Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Essential Duties: New Accounts/CSR III: Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act Gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) as assigned Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Essential Duties: New Accounts/CSR II: Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Open and support consumer and business checking, savings, CDs & IRAs Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Supervisory Responsibilities: New Accounts/CSR II & New Accounts CSR III: None Back Up Supervisory Responsibilities: Senior New Accounts/CSR III: Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time Approves large transactions for teller staff up to assigned limit Provides supervisor override for transactions requiring supervisor review Supports Branch Manager or his/her back up with various assigned duties Handles difficult client situations in the absence of the Branch Manager or his/her backup Physical/Mental Demands & Work Environment: The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time. Requirements See qualifications above. Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. For San Francisco Postings, review Fair Chance Ordinance . CA Privacy Notice to Applicants/Employees Salary Description $20.00-$31.90/hour DOE

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ************************************************************************** FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Job Title: Personal Banker III - Full-time - Camarillo 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: Our Team Members enjoy the following rewards and benefits: 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

If you have a great personality, love talking to people, and are ready to kickstart a career that actually matters, this is your shot. We're not just looking for someone to process paperwork; we need a natural communicator who can bring clarity and compassion to one of life's biggest journeys: helping people build their families. At Fertility & Surgical Medical Associates of California, you will be the expert voice of calm and clarity for patients during a sensitive time. How You'll Shine (and Talk to People All Day!): This role is built for someone who thrives on interaction and problem-solving. You are the go-to person, the guide, the reassuring voice that our patients rely on. Be the Compassionate Voice: You'll be the primary point of contact for patients, spending your day demystifying the complex world of insurance coverage and payment plans. If you love connecting with people and explaining things clearly, you'll excel here. Master the Process: You'll quickly become the expert in insurance verification and prior authorizations, ensuring treatments stay on track. You'll use your organizational skills to remove financial hurdles. Drive Teamwork: You'll collaborate daily with doctors, nurses, and billing specialists. You're part of a dynamic team, ensuring everyone is on the same page for a seamless patient experience. Champion Integrity: You'll handle sensitive patient information, strictly adhering to HIPAA rules. Trust and privacy are everything here. Empower the Team: You'll help train new colleagues and ensure our high standards of care never drop. Your reliability keeps the whole operation running smoothly. Qualifications and Experience: Minimum of 2 years' experience in a medical setting preferred PPO & HMO Billing experience required Strong computer skills; Strong written and verbal (phone) communication skills Neat and professional appearance High School Diploma or higher education Why You Belong Here: You're a people person. You're organized. You understand that behind every phone call and financial form is a person reaching for a dream. We offer more than just a competitive wage. We offer you a seat at the table in a mission-driven organization where your ability to connect with people has a profound, life-changing impact every single day. If you're ready to launch your career, talk to people, and help turn dreams into reality, we want to meet you.

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Oxnard, CA branch. If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking with you! Essential Functions: * Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues. * Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource. * Responsible for making appropriate referrals for other bank products and services, including commercial lending products. * Follows up with clients as needed. * May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans. * Responsible to resolve customer service issues. * Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer. * May be responsible for processing cash transactions and other customer service duties within the branch. * Other duties as assigned. Qualifications: * High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications. * Previous experience in a financial sales representative-oriented role preferred. * Working knowledge of mathematical calculations and standard banking products, services and transactions. * Solid knowledge of all retail products and services. * Basic knowledge of consumer lending applications. * Proven customer service, interpersonal and communication skills, both verbal and written. * Effective selling, cross-selling and referral skills. * Solid mathematical, problem-solving and negotiation skills. * Solid interpersonal & relationship building skills. * Strong attention to detail and time management. * Proficient in basic computer skills. Schedule: Monday - Friday, 8:30am - 5:30pm Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire * Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $22 - 28 hourly depending on job-related factors such as level of experience.

Join Montecito Bank & Trust as a Personal Banker I! As the largest locally owned community Bank on the Central Coast, Montecito Bank & Trust is committed to our founding principle: to make the communities we serve better places to live and work. We are always looking for talented professionals who are passionate about personalized service, community involvement, and innovation. By joining our team, we are dedicated to your career development and wellbeing, in and out of the workplace. About the Role Montecito Bank & Trust is seeking a full-time Personal Banker I to join the team in our Camarillo Branch. As a Personal Banker I, you will deliver a World Class Experience by providing excellent customer service to all internal and external customers. You will be the point of contact for walk-in customers; fulfilling sales, service, and referral needs. The Personal Banker I will have a thorough understanding of the customer's transaction requirements and be able to effectively communicate all available options to them. The position will primarily service our customer's variety of over the counter cash and negotiable transactions. You will be located in Camarillo, CA with a fully on-site work schedule. What We're Looking For High school diploma or equivalent required; some college preferred Minimum 6 months point of sales experience required Previous teller experience preferred Customer service oriented with a desire to work with the public Strong sales skills and ability to accurately handle large amounts of currency Your Responsibilities The essential functions of this role include, but are not limited to: Maintains all expectations of proper cash handling, new accounts production and maintenance, and work on the teller line Accurately operates network computers/software, and other equipment necessary, to open new accounts and handle financial transactions Offers information on bank products and services that can benefit the customer and enhance their banking relationship Responds to customer inquiries and requests regarding bank products Provides professional resolution to customer inquiries and/or issues Works as part of the branch team to ensure individual and branch goals are met Your Benefits Workplace Culture that Values YOU Competitive Pay Medical, Dental, Vision, & Life Insurance 401K Matching/Retirement Planning Paid Vacation Time, Sick Time, Federal Holidays, & Volunteer Time Associate Bank Accounts Bank Gatherings, Events, & Associate Engagement Activities Individual pay is based on a multitude of factors, including candidate's experience, knowledge, skills, and abilities needed to perform in the position and pay equity. Equal Employment Opportunity Montecito Bank & Trust is an equal opportunity employer. Montecito Bank & Trust is committed to providing equal employment opportunity in our application process to all protected groups, including protected veterans and individuals with disabilities. Employment eligibility is contingent on completing the DHS Employment Eligibility Verification (I-9) form and presenting acceptable documentation upon hire verifying your identity and right to work in the United States. The Bank does not sponsor visas, green cards, CPT, OPT, or other work authorizations. Interested in Applying? Apply through Indeed or visit our website Montecito Bank Careers Review the openings using the “Explore Opportunities” tab. Select “Apply Now” to review the desired position and click “Apply” to submit your application. Create a personal log-in to apply.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: * Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies * Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs * Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially * Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications * Receive direction from managers and exercise judgement within defined policies and procedures * Develop understanding of bank products and services to connect to customers' needs * Interact with customers to demonstrate care and build relationships * Provide appropriate options for bank products and services to customer * Refer customers' financial needs to other bankers and partners as needed * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Customer service focus with experience handling complex transactions across multiple systems * Experience proactively engaging with customers through outreach via phone or email * Ability to educate and connect customer to technology and share the value of mobile banking options * Ability to help customers succeed financially by offering introductions to additional team members as appropriate * Experience working with others on a team to meet customer needs * Experience fostering and developing strong customer relationships * Ability to build strong relationships with internal partners * Ability to follow policies, procedures, and regulations * Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss * Ability to interact with integrity and professionalism with customers and team members * Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting * Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * Support customers and employees in resolving or escalating concerns or complaints Job Expectations: * Ability to travel 100% of the time within the district * Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided) * Ability to work a schedule that may include most Saturdays * Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed * This position is not eligible for Visa sponsorship * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Posting Location(s): * 270 South Mills Road, Ventura, CA 93003 * 2831 Saviers Road, Oxnard, CA 93033 * 195 N Fairview Avenue, Goleta, CA 93117 * 3804 State Street, Santa Barbara, CA 93105 * 645 W Central Avenue, Lompoc, CA 93436 * 1482 East Valey Road, Montecito, CA 93108 * 202 East Matilija Street, Ojai, CA 93023 * 460 E. Esplanade Drive, Oxnard, CA 93036 * 533 W. Channel Islands Blvd, Port Hueneme, CA 93041 * 1036 Anacapa Street, Santa Barbara, CA 93101 * 576 W. Main Street, Santa Paula, CA 93060 * 5751 Telephone Road, Ventura, CA 93003 * 636 W Ventura St., Fillmore, CA 93015 Pay Range: * This job profile is eligible for a 10% pay differential. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $23.00 - $31.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 27 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending. As a Business Banker (LO) you will be responsible for building, maintaining, and growing relationships with business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of our business clients, leveraging available tools and positioning yourself as a product expert to deliver tailored, impactful recommendations Develop strong understanding of each client's goals, and financial needs by analyzing their operations and priorities; provide tailored financial recommendations that align with their objectives while staying compliant with policies and procedures Act as a trusted advisor by offering a full range of products and services including business accounts, credit, treasury services, and digital tools Actively prospect and network to build strong relationships with both external and internal partners to drive high-quality referrals and grow the small business customer base; collaborate with all internal banking channels to support business owners to gain entire relationship Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 2+ years of financial services, sales, or customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 1+ year of experience managing a dedicated book of small business customers across assigned territory Knowledge and understanding of book of business Experience using strong business acumen to provide financial services consultation to small business customers Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products Customer service focus with experience handling complex transactions across multiple systems Experience building and maintaining effective relationships with customers and internal partners Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Knowledge and understanding of retail compliance controls, risk management, and loss prevention Ability to educate and connect customer to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and employees High motivation with ability to successfully meet team objectives while maintaining individual performance Experience mentoring and peer-coaching others Job Expectations: Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. This position is not eligible for Visa sponsorship. Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies. Posting Location: 3965 E Thousand Oaks Blvd ,THOUSAND OAKS, CA 91362 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $30.77 - $45.67 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 18 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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 relations with customers to build loyalty and to help increase sales to individual consumer clients. **Responsibilities:** + Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products + Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program + Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers + Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience + Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals + Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions + Understand and comply with Citibank policies, standards and procedures + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 0-2 years of relevant experience + Previous banking, retail, or sales experience preferred + Knowledge of Smart Banking tools and technologies + NMLS registration; Safe Act compliant + Consistently demonstrates clear and concise written and verbal communication skills **Education:** + Bachelor's Degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ **Job Family Group:** Consumer Sales ------------------------------------------------------ **Job Family:** Branch Sales ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Port Hueneme California United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $58,190.00 - $81,210.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Jan 27, 2026 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

The Banking Specialist promotes the organization's banking services, recognizes sales opportunities, opens accounts, delivers exceptional client service, and makes appropriate introductions to team specialists such as financial center managers, relationship managers, small business, commercial banking, and treasury management. This job understands client needs to offer the appropriate financial services and works with a wide array of retail or business clients with a focus on acquiring, retaining, and deepening client relationships. Key Responsibilities and Duties Promotes financial services suitable for the client based on profiling, identifying client's needs, acting as an advocate and partnering with specialists throughout the enterprise. Performs cash vault and/or other financial center operational responsibilities as directed. Assists clients with basic requests related to opening new accounts, completing service requests, and submitting credit applications. Participates as a key team member by exceeding individual goals and objectives to allow the financial center to achieve their business plan. Exceeds client expectation by taking ownership and accountability of the client and making the client's needs a priority. Consistently meets/exceeds customer experience and individual/team production goals and enhances year-over-year revenue growth. Refers customers' financial needs to other bankers and partners as needed. Executes the bank's risk culture and strives for operational excellence. Adheres to established policies and procedures while opening/servicing the full range of Retail products. Understands competitor products and services and advantages of the organization's banking products and services. Minimum Qualifications 3+ years of hands-on experience in retail banking, with a strong background in teller operations and cash handling. Proficient in both operational and universal banking functions, ensuring smooth and compliant branch activities. Skilled in assisting small business clients and opening new accounts, with a focus on personalized service. Proven ability to acquire, retain, and deepen client relationships through consultative engagement and tailored financial solutions. Exceptional customer service skills, with the ability to multitask effectively in fast-paced environments. Role Specific Work Experience No Experience Required; 2+ Years Preferred Educational Requirements High School Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 3IC Posting End Date: 01/08/26

The Banking Specialist promotes the organization's banking services, recognizes sales opportunities, opens accounts, delivers exceptional client service, and makes appropriate introductions to team specialists such as financial center managers, relationship managers, small business, commercial banking, and treasury management. This job understands client needs to offer the appropriate financial services and works with a wide array of retail or business clients with a focus on acquiring, retaining, and deepening client relationships. **Key Responsibilities and Duties** + Promotes financial services suitable for the client based on profiling, identifying client's needs, acting as an advocate and partnering with specialists throughout the enterprise. + Performs cash vault and/or other financial center operational responsibilities as directed. + Assists clients with basic requests related to opening new accounts, completing service requests, and submitting credit applications. + Participates as a key team member by exceeding individual goals and objectives to allow the financial center to achieve their business plan. + Exceeds client expectation by taking ownership and accountability of the client and making the client's needs a priority. + Consistently meets/exceeds customer experience and individual/team production goals and enhances year-over-year revenue growth. + Refers customers' financial needs to other bankers and partners as needed. + Executes the bank's risk culture and strives for operational excellence. + Adheres to established policies and procedures while opening/servicing the full range of Retail products. + Understands competitor products and services and advantages of the organization's banking products and services. **Minimum Qualifications** + 3+ years of hands-on experience in retail banking, with a strong background in teller operations and cash handling. + Proficient in both operational and universal banking functions, ensuring smooth and compliant branch activities. + Skilled in assisting small business clients and opening new accounts, with a focus on personalized service. + Proven ability to acquire, retain, and deepen client relationships through consultative engagement and tailored financial solutions. + Exceptional customer service skills, with the ability to multitask effectively in fast-paced environments. **Role Specific Work Experience** + No Experience Required; 2+ Years Preferred **Educational Requirements** + High School Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 3IC **Posting End Date: 01/29/26** **Job Seeker Notice** EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers. The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money. VEVRAA Federal Contractor Member FDIC Notice to Job Seekers (********************************************************* **Pay Range** $25 - $32 EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status. We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.

Relationship Banking Specialist, Santa Clarita (Direct Hire) Must have prior experience in personal or commercial banking processes directly. Our banking partner in the Santa Clarita area is seeking Relationship Banking Specialists to join their team. Candidates would facilitate member services and provide customer service to all branch clients, assisting them with account servicing and transactional needs. Additional duties include promotion and cross-selling of bank products and services, and candidates would provide support to other Branch and Department team members as needed to perform other duties and functions as assigned. Direct Hire, No contract period $22 - $26/hr Based on Experience Monday - Friday 8:30am - 5:30pm ESSENTIAL DUTIES AND RESPONSIBILITIES: Promote bank products and services when possible, actively identifying opportunities to cross-sell bank products and services. Provide AMAZING customer experience to all branch clients. Ensure customer problems and complaints are handled professionally, effectively, maintained at a minimum level, and resolved at the branch level to the customer's satisfaction. Able to perform all transactions necessary to meet customer needs, including servicing accounts and all teller functions: Client transaction processing Debit card ordering and servicing Online banking setup and servicing (as applicable) Printed check orders Branch cash ordering and shipping (as applicable) Branch Certifications (as assigned) Stop payments Holds Reg. E Claims Safe Deposit Box opening, closing and servicing (as assigned) Demonstrated proficiency and understanding of all compliance regulations in support of servicing accounts, superseding accounts, and proper account titling and ownership, to mitigate risk to the bank Bank Secrecy Act Customer Information Program Beneficial Ownership Office of Foreign Asset Control Trust Account documentation Fiduciary Account documentation Timely participation in ongoing training and receipt of satisfactory ratings on all regulatory compliance audits. Adherence to the reporting and recordkeeping requirements of the Bank Secrecy Act, Anti-Money Laundering laws, OFAC, and CIP rules and regulations. Adherence to all policies and procedures as they relate to all other regulatory compliance laws and regulations. Handle complex or non-routine operational issues independently when possible, however recognizing when management support is required. Ensure the office is operating in a safe and effective manner. Reliable and regular attendance on the job. Other duties as assigned. REQUIRED SKILLS AND ABILITIES: Knowledge/Skills/Abilities Computer skills to include use of Microsoft Office products and other programs as required. Strong mathematical ability. Strong analytical skills. Excellent oral and written communication skills. Outstanding interpersonal skills. Effective time management and organizational skills. Attention to detail and follow through. Ability to interact with coworkers, follow directions including established bank procedures, and accept constructive feedback. Working knowledge of all bank products and systems enabling cross-selling of bank products to a diverse client base. Thorough understanding of banking rules and regulations, especially BSA. Ability to count cash accurately. Education/ Licenses/ Work Experience High school diploma or GED equivalent required. Six months' branch banking experience preferred. Commercial banking experience preferred Minimum six months' cash handling experience required.

The Banking Specialist promotes the organization's banking services, recognizes sales opportunities, opens accounts, delivers exceptional client service, and makes appropriate introductions to team specialists such as financial center managers, relationship managers, small business, commercial banking, and treasury management. This job understands client needs to offer the appropriate financial services and works with a wide array of retail or business clients with a focus on acquiring, retaining, and deepening client relationships. Key Responsibilities and Duties Promotes financial services suitable for the client based on profiling, identifying client's needs, acting as an advocate and partnering with specialists throughout the enterprise. Performs cash vault and/or other financial center operational responsibilities as directed. Assists clients with basic requests related to opening new accounts, completing service requests, and submitting credit applications. Participates as a key team member by exceeding individual goals and objectives to allow the financial center to achieve their business plan. Exceeds client expectation by taking ownership and accountability of the client and making the client's needs a priority. Consistently meets/exceeds customer experience and individual/team production goals and enhances year-over-year revenue growth. Refers customers' financial needs to other bankers and partners as needed. Executes the bank's risk culture and strives for operational excellence. Adheres to established policies and procedures while opening/servicing the full range of Retail products. Understands competitor products and services and advantages of the organization's banking products and services. Minimum Qualifications 3+ years of hands-on experience in retail banking, with a strong background in teller operations and cash handling. Proficient in both operational and universal banking functions, ensuring smooth and compliant branch activities. Skilled in assisting small business clients and opening new accounts, with a focus on personalized service. Proven ability to acquire, retain, and deepen client relationships through consultative engagement and tailored financial solutions. Exceptional customer service skills, with the ability to multitask effectively in fast-paced environments. Role Specific Work Experience No Experience Required; 2+ Years Preferred Educational Requirements High School Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 3IC Posting End Date: 01/15/26

Ventura, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the 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 clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a specific market. Provide integrated financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and brokerage. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio. May serve as a segment or industry specialist acting as a technical consultant to clients and colleagues in various business segments and geographic locations. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act. WHAT WILL YOU DO? * Develop new relationships externally through referrals from clients and Center of Influences, personal community involvement, and from internal partners. * Profile across the full spectrum of the needs of PB target segments and provide tailored advice in collaboration with the client team. Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate services. * Utilize, include, coordinate and lead CNB team to develop new business including leading pre-brief and de-brief meetings. * Identify additional opportunities from existing clients and leverage all resources and other colleagues to successfully become the client's lead or sole provider. * Manage relationships by leading the client team in planning, delivery, and regular review with clients. Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience. Proactively communicate with clients about current conditions in the financial markets and necessary adjustments to their investment strategies and holdings consistent with CNB perspectives. Ensure full client team is coordinated on communication. * Analyze financial needs of clients and monitor their ongoing financial and personal circumstances to make adjustments or take action accordingly. * Ensure that relationship plans have been developed and are implemented. * Work with the Client Manager and rest of client team to ensure preparation of all presentation and review materials. * Ensure that client's current goals, risk tolerance, and constraints are reflected in the IPS for managed investments. * Ensure that regular, tailored investment and relationships reviews occur between client team and client. * For those colleagues with FINRA Licenses, review asset management and CNS Brokerage statements with clients. Partner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients. Discuss changes to strategies with the CNS IO. * Keep current on client's financial information while ensuring that clients understand the solutions being provided (including terms and conditions for any and all credit facilities). * Communicate in a timely and proactive manner with clients and with all risk areas, especially the Credit Team where there is a borrowing relationship. * Maintain all appropriate training and continuing WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 10 years of experience in one or more of the following: asset management, banking/credit, personal trust, and brokerage services. * Minimum 10 years of sales and relationship management experience in financial services preferably with high net worth clients. * FINRA Series 7 and 63 and 65 or 66 * California Insurance License * Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act. *Additional Qualifications* * Strong understanding of all products and services applicable to high net worth clients. * Superior knowledge of credit policies and procedures, and bank operations policies and procedures. * Demonstrated sales and marketing abilities. * Strong interpersonal, verbal, and written communication skills * Initiates relationships with clients whose trust, investment, and lending needs require a consistently strong performer with in-depth product knowledge and excellent sales skills. * Contributes positive suggestions and demonstrates productive collaboration with Line of Business and product partners that lead to ongoing growth and development of PB and City National Bank. * May partner with another CA and manage a risk adjusted revenue book of up to $2million. * Usually possesses a BA or MBA and typically has 8 years of financial services experience. * May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and 63, and 65 or 66 securities licenses and state insurance license preferred. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $127,626 - $237,014 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.