Personal Banker Jobs in Corona Del Mar, 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.
Personal Banker Amerige Heights
- Fullerton, CA (19 miles from Corona Del Mar, CA)
- 8 hours ago
- Fullerton, CA (19 miles from Corona Del Mar, CA)
- 8 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....
- Villa Park, CA (15 miles from Corona Del Mar, CA)
- 8 hours ago
- Villa Park, CA (15 miles from Corona Del Mar, CA)
- 8 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....
- Newport Beach, CA (2 miles from Corona Del Mar, CA)
- 15 hours ago
- Newport Beach, CA (2 miles from Corona Del Mar, CA)
- 15 hours ago
Financial Advisor EMPLOYER: Signature Estate & Investment Advisors DEPARTMENT: W2 Advisor Team REPORTS TO: Lead Advisor SUMMARY: This position is responsible for providing financial planning and...
Personal Banker SAFE Act- San Juan Capistrano Branch
- San Juan Capistrano, CA (18 miles from Corona Del Mar, CA)
- 1 day ago
- San Juan Capistrano, CA (18 miles from Corona Del Mar, CA)
- 1 day 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 SAFE Act -Costa Mesa 17th St Branch
- Costa Mesa, CA (5 miles from Corona Del Mar, CA)
- 1 day ago
- Costa Mesa, CA (5 miles from Corona Del Mar, CA)
- 1 day 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....
Financial Advisor - Huntington Beach, CA
- Huntington Beach, CA (10 miles from Corona Del Mar, CA)
- 2 days ago
- Huntington Beach, CA (10 miles from Corona Del Mar, CA)
- 2 days ago
The Financial Advisor is responsible for meeting and consulting with members to assess their financial planning needs by reviewing their financial information, developing financial goals, and...
- Irvine, CA (12 miles from Corona Del Mar, CA)
- 3 days ago
- Irvine, CA (12 miles from Corona Del Mar, CA)
- 3 days ago
Embrace a pivotal role as a Client Service Professional within our Commercial & Investment Bank, where you'll contribute to innovation and transformation. Focus on modernizing the client...
JPMorgan Private Client Relationship Manager Irvine, CA
- Irvine, CA (12 miles from Corona Del Mar, CA)
- 6 days ago
- Irvine, CA (12 miles from Corona Del Mar, CA)
- 6 days ago
At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise....
- Irvine, CA (12 miles from Corona Del Mar, CA)
- 14 days ago
- Irvine, CA (12 miles from Corona Del Mar, CA)
- 14 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 SAFE Act -Costa Mesa Branch
- Costa Mesa, CA (5 miles from Corona Del Mar, CA)
- 15 days ago
- Costa Mesa, CA (5 miles from Corona Del Mar, CA)
- 15 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 (12 miles from Corona Del Mar, CA)
- 30+ days ago
- Irvine, CA (12 miles from Corona Del Mar, CA)
- 30+ 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...
Merrill Experienced Financial Advisor
- Newport Beach, CA (2 miles from Corona Del Mar, CA)
- 90+ days ago
- Newport Beach, CA (2 miles from Corona Del Mar, CA)
- 90+ 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. Merrill...
Financial Advisor - Costa Mesa
- Costa Mesa, CA (5 miles from Corona Del Mar, CA)
- 90+ days ago
- Costa Mesa, CA (5 miles from Corona Del Mar, 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...
Financial Advisor - Orange County
- Orange, CA (13 miles from Corona Del Mar, CA)
- 90+ days ago
- Orange, CA (13 miles from Corona Del Mar, 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 Corona Del Mar, CA
Moving to Corona Del Mar, CA? Find some basic demographic data about Corona Del Mar, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Corona Del Mar, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Corona Del Mar, 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
- Retail Banking
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Account Opening
- Dodd-Frank
- Consumer Lending
- Lending
- Commercial Banking
- Nationwide Mortgage Licensing System & Registry
- BSA
- Private Banking
- 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
- Customer Relations
- High School Diploma
- 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 »