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.
Private Client Banker - Los Feliz - Los Angeles, CA
- Los Angeles, CA (18 miles from Anaheim, CA)
- 10 hours ago
- Los Angeles, CA (18 miles from Anaheim, CA)
- 10 hours ago
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...
Personal Banker Foothills OC District
- Lake Forest, CA (22 miles from Anaheim, CA)
- 20 hours ago
- Lake Forest, CA (22 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 Coastal OC District
- Newport Beach, CA (19 miles from Anaheim, CA)
- 20 hours ago
- Newport Beach, CA (19 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....
Roving Personal Banker San Gabriel Mountain District
- Baldwin Park, CA (17 miles from Anaheim, CA)
- 22 hours ago
- Baldwin Park, CA (17 miles from Anaheim, CA)
- 22 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....
- Long Beach, CA (17 miles from Anaheim, CA)
- 1 day ago
- Long Beach, CA (17 miles from Anaheim, CA)
- 1 day ago
FINANCIAL SERVICES OFFICER Salary $116,149.50 - $161,607.47 Annually Location City of Long Beach, CA Job Type Unclassified - Full-Time, Permanent Remote Employment Flexible/Hybrid Job Number...
Roving Personal Banker Route 66 District
- Ontario, CA (23 miles from Anaheim, CA)
- 1 day ago
- Ontario, CA (23 miles from Anaheim, CA)
- 1 day 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....
Financial Service Representative I/Personal Banker
- Laguna Niguel, CA (23 miles from Anaheim, CA)
- 3 days ago
- Laguna Niguel, CA (23 miles from Anaheim, CA)
- 3 days ago
Financial Service Representative I/Personal Banker Exemption Classification Non-Exempt Hours per Week 20 Location Address Alicia Parkway Branch-27280 Alicia Parkway A, Laguna Niguel, CA 92677 What will...
Member Experience Specialist II (Personal Banker II)
- Hawthorne, CA (22 miles from Anaheim, CA)
- 3 days ago
- Hawthorne, CA (22 miles from Anaheim, CA)
- 3 days ago
Would you be a great Member Experience Specialist II (Personal Banker II)?...
- Chino, CA (19 miles from Anaheim, CA)
- 4 days ago
- Chino, CA (19 miles from Anaheim, CA)
- 4 days ago
SUMMARY Chino Commercial Bank is seeking a dynamic and customer-focused Personal Banker to join our banking team....
- Norco, CA (23 miles from Anaheim, CA)
- 5 days ago
- Norco, CA (23 miles from Anaheim, CA)
- 5 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....
- Ontario, CA (23 miles from Anaheim, CA)
- 5 days ago
- Ontario, CA (23 miles from Anaheim, CA)
- 5 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....
Financial Advisor (Orange County Branches)
- Orange, CA (7 miles from Anaheim, CA)
- 5 days ago
- Orange, CA (7 miles from Anaheim, CA)
- 5 days ago
At Rhinebeck Bank, we are committed to providing exceptional financial services to our clients while fostering an environment where talented individuals can thrive. As part of our growing team,...
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....
- Costa Mesa, CA (12 miles from Anaheim, CA)
- 6 days ago
- Costa Mesa, CA (12 miles from Anaheim, CA)
- 6 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....
- Irvine, CA (13 miles from Anaheim, CA)
- 7 days ago
- Irvine, CA (13 miles from Anaheim, CA)
- 7 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....
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
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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