Personal Banker Jobs in Costa Mesa, 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 Advisor - Career Change Opportunity
- Santa Ana, CA (5 miles from Costa Mesa, CA)
- 2 hours ago
- Santa Ana, CA (5 miles from Costa Mesa, CA)
- 2 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 19-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- City of Industry, CA (20 miles from Costa Mesa, CA)
- 1 day ago
- City of Industry, CA (20 miles from Costa Mesa, 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....
- Chino Hills, CA (21 miles from Costa Mesa, CA)
- 3 days ago
- Chino Hills, CA (21 miles from Costa Mesa, 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 Bilingual Spanish Lake Forest
- Lake Forest, CA (12 miles from Costa Mesa, CA)
- 4 days ago
- Lake Forest, CA (12 miles from Costa Mesa, 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....
Roving Personal Banker Inland Orange County District
- Seal Beach, CA (11 miles from Costa Mesa, CA)
- 4 days ago
- Seal Beach, CA (11 miles from Costa Mesa, CA)
- 4 days ago
In this role you will: Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies Be flexible...
- Irvine, CA (10 miles from Costa Mesa, CA)
- 5 days ago
- Irvine, CA (10 miles from Costa Mesa, 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....
- Irvine, CA (10 miles from Costa Mesa, CA)
- 7 days ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 7 days ago
Thrivent Financial Advisor 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...
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 Irvine Branch
- Irvine, CA (10 miles from Costa Mesa, CA)
- 9 days ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 9 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....
- Corona, CA (23 miles from Costa Mesa, CA)
- 11 days ago
- Corona, CA (23 miles from Costa Mesa, CA)
- 11 days ago
Personal bankers also strive to build and maintain strong customer relationships to ensure customer satisfaction and loyalty....
Merrill Experienced Financial Advisor
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 14 days ago
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 14 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....
Financial Services Officer - Hacienda Heights
- Hacienda Heights, CA (22 miles from Costa Mesa, CA)
- 18 days ago
- Hacienda Heights, CA (22 miles from Costa Mesa, CA)
- 18 days ago
Financial Services Officer - Hacienda Heights Banc of California - 2.9 Hacienda Heights, CA Job Details Full-time $20.67 - $28.13 an hour 15 hours ago Benefits Paid parental leave Health savings...
Personal Banker SAFE Act- Cerritos Branch
- Cerritos, CA (16 miles from Costa Mesa, CA)
- 19 days ago
- Cerritos, CA (16 miles from Costa Mesa, CA)
- 19 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....
Private Client Banker - Huntington Beach Market - Huntington Beach CA
- Huntington Beach, CA (5 miles from Costa Mesa, CA)
- 23 days ago
- Huntington Beach, CA (5 miles from Costa Mesa, CA)
- 23 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
JPMorgan Private Client Relationship Manager Irvine, CA
- Irvine, CA (10 miles from Costa Mesa, CA)
- 26 days ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 26 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...
Demographic Data for Costa Mesa, CA
Moving to Costa Mesa, CA? Find some basic demographic data about Costa Mesa, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Costa Mesa, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Costa Mesa, 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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