Personal Banker Jobs in Anaheim, CA
A Personal Banker is a professional who assists clients with their financial objectives, providing them with a range of banking services such as managing bank accounts, providing information on the bank's products and services, offering financial advice, and helping with transactions such as loans and credits. They act as a liaison between the bank and its customers, focusing on building and maintaining relationships to ensure customer satisfaction and loyalty. Their main objective is to help customers understand their financial options and make the best decisions for their financial wellbeing.
Important skills a Personal Banker should possess include excellent customer service skills, strong communication, mathematical proficiency, attention to detail, and problem-solving abilities. They should have a deep understanding of financial products and services. Along with this, they must have a certain level of sales skills to cross-sell and upsell banking products. In most cases, a bachelor's degree in finance, business, or related field is required. Some banks may require certification such as Certified Personal Banker (CPB) conferred by the American Bankers Association. Prior to becoming a Personal Banker, individuals might have held positions such as Bank Teller, Customer Service Representative, or Financial Analyst.
JPMorgan Private Client Relationship Manager Irvine, CA
- Irvine, CA (13 miles from Anaheim, CA)
- 10 hours ago
- Irvine, CA (13 miles from Anaheim, CA)
- 10 hours ago
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships...
Personal Banker SAFE Act- Fountain Valley Branch
- Fountain Valley, CA (9 miles from Anaheim, CA)
- 10 hours ago
- Fountain Valley, CA (9 miles from Anaheim, CA)
- 10 hours ago
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....
- Chino Hills, CA (14 miles from Anaheim, CA)
- 20 hours ago
- Chino Hills, CA (14 miles from Anaheim, CA)
- 20 hours ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Personal Banker South El Monte
- South El Monte, CA (14 miles from Anaheim, CA)
- 20 hours ago
- South El Monte, CA (14 miles from Anaheim, CA)
- 20 hours ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
/23194/dcece583-7523-43c6-880a-1925ca46c241.png&z=8&s=BNK&ih_t=5%2F14%2F2025+6%3A51%3A01+AM&utm_medium=internal%20referrer&utm_campaign=internal-ihire-resume-writing&utm_content=ihire&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
Roving Personal Banker Foothills Orange County District
- Tustin, CA (10 miles from Anaheim, CA)
- 20 hours ago
- Tustin, CA (10 miles from Anaheim, CA)
- 20 hours ago
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....
Roving Personal Banker San Gabriel Mountains District
- San Gabriel, CA (20 miles from Anaheim, CA)
- 20 hours ago
- San Gabriel, CA (20 miles from Anaheim, CA)
- 20 hours ago
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....
- Los Angeles, CA (18 miles from Anaheim, CA)
- 20 hours ago
- Los Angeles, CA (18 miles from Anaheim, CA)
- 20 hours ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for Branch Banking as part of the Consumer and Small Business Banking division....
Personal Banker Baldwin Park Marketplace
- Baldwin Park, CA (17 miles from Anaheim, CA)
- 20 hours ago
- Baldwin Park, CA (17 miles from Anaheim, CA)
- 20 hours ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Personal Banker Orange North Tustin
- Orange, CA (7 miles from Anaheim, CA)
- 20 hours ago
- Orange, CA (7 miles from Anaheim, CA)
- 20 hours ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Financial Advisor - No Experience Required
- Rosemead, CA (16 miles from Anaheim, CA)
- 1 day ago
- Rosemead, CA (16 miles from Anaheim, CA)
- 1 day ago
Interested in becoming a financial advisor but do not have experience? The role: Once properly licensed, you will be helping clients plan a secure financial future. You will be trained to help...
- Norco, CA (23 miles from Anaheim, CA)
- 1 day ago
- Norco, CA (23 miles from Anaheim, CA)
- 1 day ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Roving Personal Banker Inland Orange County District
- Huntington Beach, CA (10 miles from Anaheim, CA)
- 1 day ago
- Huntington Beach, CA (10 miles from Anaheim, CA)
- 1 day ago
Roving Personal Banker Inland Orange County District 3.6 3.6 out of 5 stars Huntington Beach, CA About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch...
- Newport Beach, CA (19 miles from Anaheim, CA)
- 1 day ago
- Newport Beach, CA (19 miles from Anaheim, CA)
- 1 day ago
Capstone Partners Financial firm strives to deliver personalized investment solutions to help clients work toward their long-term financial goals, with risk and wealth management protection....
Roving Personal Banker West Los Angeles District
- Los Angeles, CA (18 miles from Anaheim, CA)
- 2 days ago
- Los Angeles, CA (18 miles from Anaheim, CA)
- 2 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Private Client Banker - Olympic & Normandie - Los Angeles, CA
- Los Angeles, CA (18 miles from Anaheim, CA)
- 3 days ago
- Los Angeles, CA (18 miles from Anaheim, CA)
- 3 days ago
JobID: 210622087 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-05-09T18:34:31+00:00 JobShift: Day Base Pay/Salary: Los Angeles,CA $22.50-$30.29 You have a passion for...
Demographic Data for Anaheim, CA
Moving to Anaheim, CA? Find some basic demographic data about Anaheim, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Anaheim, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Anaheim, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »