Personal Banker Jobs in Buena Park, 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 (14 miles from Buena Park, CA)
- 5 days ago
- Long Beach, CA (14 miles from Buena Park, 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 (21 miles from Buena Park, CA)
- 1 day ago
- Monrovia, CA (21 miles from Buena Park, 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 (16 miles from Buena Park, CA)
- 1 day ago
- Irvine, CA (16 miles from Buena Park, 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....
- Torrance, CA (17 miles from Buena Park, CA)
- 2 days ago
- Torrance, CA (17 miles from Buena Park, CA)
- 2 days ago
cashing as needed....
Personal Banker Lincoln & Gilbert
- Anaheim, CA (2 miles from Buena Park, CA)
- 3 days ago
- Anaheim, CA (2 miles from Buena Park, 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 (6 miles from Buena Park, CA)
- 3 days ago
- Westminster, CA (6 miles from Buena Park, 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....
Private Client Banker - Culver City Branch - Culver City, CA
- Culver City, CA (24 miles from Buena Park, CA)
- 5 days ago
- Culver City, CA (24 miles from Buena Park, CA)
- 5 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....
- Alhambra, CA (18 miles from Buena Park, CA)
- 8 days ago
- Alhambra, CA (18 miles from Buena Park, 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 (16 miles from Buena Park, CA)
- 9 days ago
- Irvine, CA (16 miles from Buena Park, 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...
- Culver City, CA (24 miles from Buena Park, CA)
- 9 days ago
- Culver City, CA (24 miles from Buena Park, CA)
- 9 days ago
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments)....
Personal Banker Newland Center
- Huntington Beach, CA (9 miles from Buena Park, CA)
- 9 days ago
- Huntington Beach, CA (9 miles from Buena Park, 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 (12 miles from Buena Park, CA)
- 10 days ago
- Costa Mesa, CA (12 miles from Buena Park, 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....
- Hawthorne, CA (20 miles from Buena Park, CA)
- 11 days ago
- Hawthorne, CA (20 miles from Buena Park, CA)
- 11 days ago
cashing as needed....
Personal Banker SAFE Act- Inglewood Branch
- Inglewood, CA (21 miles from Buena Park, CA)
- 11 days ago
- Inglewood, CA (21 miles from Buena Park, CA)
- 11 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 (20 miles from Buena Park, CA)
- 12 days ago
- Arcadia, CA (20 miles from Buena Park, 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...
Demographic Data for Buena Park, CA
Moving to Buena Park, CA? Find some basic demographic data about Buena Park, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Buena Park, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Buena Park, 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
- 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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