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.
- Huntington Beach, CA (10 miles from Anaheim, CA)
- 1 day ago
- Huntington Beach, CA (10 miles from Anaheim, CA)
- 1 day ago
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments)....
Associate Roving Personal Banker - Pasadena Valley District
- Pasadena, CA (23 miles from Anaheim, CA)
- 1 day ago
- Pasadena, 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....
- Alhambra, CA (19 miles from Anaheim, CA)
- 1 day ago
- Alhambra, CA (19 miles from Anaheim, CA)
- 1 day ago
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Newport Coast, CA (19 miles from Anaheim, CA)
- 1 day ago
- Newport Coast, CA (19 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....
- Irvine, CA (13 miles from Anaheim, CA)
- 2 days ago
- Irvine, CA (13 miles from Anaheim, CA)
- 2 days ago
Title: Client Relationship Manager Location: Irvine, CA (On-site) We are looking for a motivated, people-oriented professional to join our Irvine office as a Client Relationship Manager. This role...
- Laguna Hills, CA (21 miles from Anaheim, CA)
- 3 days ago
- Laguna Hills, CA (21 miles from Anaheim, CA)
- 3 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....
Personal Banker SAFE Act -Costa Mesa Branch
- Costa Mesa, CA (12 miles from Anaheim, CA)
- 4 days ago
- Costa Mesa, CA (12 miles from Anaheim, CA)
- 4 days 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....
- Irvine, CA (13 miles from Anaheim, CA)
- 4 days ago
- Irvine, CA (13 miles from Anaheim, CA)
- 4 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....
- Hawthorne, CA (22 miles from Anaheim, CA)
- 4 days ago
- Hawthorne, CA (22 miles from Anaheim, CA)
- 4 days ago
cashing as needed....
Personal Banker SAFE Act- Inglewood Branch
- Inglewood, CA (24 miles from Anaheim, CA)
- 5 days ago
- Inglewood, CA (24 miles from Anaheim, CA)
- 5 days 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....
Personal Banker Roving Torrance Coastal
- Hawthorne, CA (22 miles from Anaheim, CA)
- 5 days ago
- Hawthorne, CA (22 miles from Anaheim, CA)
- 5 days 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....
- Arcadia, CA (20 miles from Anaheim, CA)
- 5 days ago
- Arcadia, CA (20 miles from Anaheim, CA)
- 5 days ago
Personal Banker Position Summary Under the direction of the Team Leader, our Senior Personal Bankers are responsible for providing clients with both personal and business banking solutions to meet their...
- Chino Hills, CA (14 miles from Anaheim, CA)
- 8 days ago
- Chino Hills, CA (14 miles from Anaheim, CA)
- 8 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Financial Advisor Financial Advisor
- Torrance, CA (20 miles from Anaheim, CA)
- 9 days ago
- Torrance, CA (20 miles from Anaheim, CA)
- 9 days ago
Financial Advisor Edward Jones 3.8 ( ) Torrance, CA Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
Associate Financial Advisor Associate Financial Advisor
- Irvine, CA (13 miles from Anaheim, CA)
- 9 days ago
- Irvine, CA (13 miles from Anaheim, CA)
- 9 days ago
Associate Financial Advisor Edward Jones 3.8 ( ) Irvine, CA Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender...
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
- Outside Sales
- Business Planning
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Listening
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- 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 »