Personal Banker Jobs in Capistrano Beach, 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.
Financial Service Representative I/Personal Banker
- Laguna Niguel, CA (9 miles from Capistrano Beach, CA)
- 1 day ago
- Laguna Niguel, CA (9 miles from Capistrano Beach, CA)
- 1 day 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...
- Costa Mesa, CA (20 miles from Capistrano Beach, CA)
- 4 days ago
- Costa Mesa, CA (20 miles from Capistrano Beach, 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....
- Irvine, CA (20 miles from Capistrano Beach, CA)
- 5 days ago
- Irvine, CA (20 miles from Capistrano Beach, 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....
- Newport Beach, CA (13 miles from Capistrano Beach, CA)
- 5 days ago
- Newport Beach, CA (13 miles from Capistrano Beach, CA)
- 5 days ago
Experienced Financial Advisor (Newport Beach) Newport Premier Wealth Management compensation: 100% Commission employment type: experience level: mid level job title: Wealth Advisor Seeking current Financial...
Remote WorkClient Relationship Manager--Wealth Management Firm
- Newport Beach, CA (13 miles from Capistrano Beach, CA)
- 6 days ago
- Newport Beach, CA (13 miles from Capistrano Beach, CA)
- 6 days ago
Wealth manager offers affluent executives, business owners and their families a first class, highly personalized approach to wealth management....
- Mission Viejo, CA (10 miles from Capistrano Beach, CA)
- 14 days ago
- Mission Viejo, CA (10 miles from Capistrano Beach, CA)
- 14 days ago
This job posting is anticipated to remain open for 30 days, from 16-Jun-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
Retail Personal Banker II - Lake Forest - Full Time
- Lake Forest, CA (9 miles from Capistrano Beach, CA)
- 16 days ago
- Lake Forest, CA (9 miles from Capistrano Beach, CA)
- 16 days ago
Banker job family....
Personal Banker SAFE Act Irvine Branch
- Irvine, CA (20 miles from Capistrano Beach, CA)
- 30+ days ago
- Irvine, CA (20 miles from Capistrano Beach, CA)
- 30+ 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....
Merrill Experienced Financial Advisor
- Newport Beach, CA (13 miles from Capistrano Beach, CA)
- 30+ days ago
- Newport Beach, CA (13 miles from Capistrano Beach, CA)
- 30+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
JPMorgan Private Client Relationship Manager Irvine, CA
- Irvine, CA (20 miles from Capistrano Beach, CA)
- 45+ days ago
- Irvine, CA (20 miles from Capistrano Beach, CA)
- 45+ days 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...
Financial Advisor - Costa Mesa
- Costa Mesa, CA (20 miles from Capistrano Beach, CA)
- 90+ days ago
- Costa Mesa, CA (20 miles from Capistrano Beach, CA)
- 90+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Demographic Data for Capistrano Beach, CA
Moving to Capistrano Beach, CA? Find some basic demographic data about Capistrano Beach, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Capistrano Beach, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Capistrano Beach, 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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