Personal Banker Jobs in Brea, 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.
- Long Beach, CA (22 miles from Brea, CA)
- 5 days ago
- Long Beach, CA (22 miles from Brea, CA)
- 5 days ago
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients -...
- Monrovia, CA (16 miles from Brea, CA)
- 1 day ago
- Monrovia, CA (16 miles from Brea, CA)
- 1 day ago
Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants...
JPMorgan Private Client Relationship Manager Irvine, CA
- Irvine, CA (14 miles from Brea, CA)
- 1 day ago
- Irvine, CA (14 miles from Brea, 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....
Personal Banker Rancho Cucamonga
- Rancho Cucamonga, CA (22 miles from Brea, CA)
- 1 day ago
- Rancho Cucamonga, CA (22 miles from Brea, 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....
Personal Banker Lincoln & Gilbert
- Anaheim, CA (6 miles from Brea, CA)
- 3 days ago
- Anaheim, CA (6 miles from Brea, 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....
- Westminster, CA (13 miles from Brea, CA)
- 3 days ago
- Westminster, CA (13 miles from Brea, 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 Pasadena District
- La Canada Flintridge, CA (24 miles from Brea, CA)
- 4 days ago
- La Canada Flintridge, CA (24 miles from Brea, 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....
- Alhambra, CA (18 miles from Brea, CA)
- 8 days ago
- Alhambra, CA (18 miles from Brea, CA)
- 8 days ago
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Irvine, CA (14 miles from Brea, CA)
- 9 days ago
- Irvine, CA (14 miles from Brea, CA)
- 9 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...
Personal Banker Newland Center
- Huntington Beach, CA (16 miles from Brea, CA)
- 9 days ago
- Huntington Beach, CA (16 miles from Brea, CA)
- 9 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 (17 miles from Brea, CA)
- 10 days ago
- Costa Mesa, CA (17 miles from Brea, CA)
- 10 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....
- Arcadia, CA (16 miles from Brea, CA)
- 12 days ago
- Arcadia, CA (16 miles from Brea, CA)
- 12 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...
Financial Advisor Financial Advisor
- Fountain Valley, CA (15 miles from Brea, CA)
- 15 days ago
- Fountain Valley, CA (15 miles from Brea, CA)
- 15 days ago
Financial Advisor Edward Jones 3.8 ( ) Fountain Valley, 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...
Associate Financial Advisor Associate Financial Advisor
- Irvine, CA (14 miles from Brea, CA)
- 15 days ago
- Irvine, CA (14 miles from Brea, CA)
- 15 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...
Merrill Market Client Relationship Manager Merrill Market Client Relationship Manager
- Pasadena, CA (20 miles from Brea, CA)
- 15 days ago
- Pasadena, CA (20 miles from Brea, CA)
- 15 days ago
Merrill Market Client Relationship Manager Bank of America 3.2 ( ) Pasadena, CA Why you should apply for a job to Bank of America : Ranked as one of the 57% say women are treated fairly and...
Demographic Data for Brea, CA
Moving to Brea, CA? Find some basic demographic data about Brea, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Brea, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Brea, 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
- 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
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- 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
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