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.
Personal Banker SAFE Act- Chino Hills Branch
- Chino Hills, CA (21 miles from Costa Mesa, CA)
- 16 hours ago
- Chino Hills, CA (21 miles from Costa Mesa, CA)
- 16 hours 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 - Irvine Sand Canyon - Irvine, CA
- Irvine, CA (10 miles from Costa Mesa, CA)
- 1 day ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 1 day ago
JobID: 210619480 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-04-22T17:47:40+00:00 JobShift: Base Pay/Salary: Irvine,CA $22.50-$27.88 You have a passion for taking...
Personal Banker - Mission Viejo Marketplace
- Mission Viejo, CA (21 miles from Costa Mesa, CA)
- 3 days ago
- Mission Viejo, 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 SAFE Act Costa Mesa Harbor Branch
- Costa Mesa, CA
- 3 days ago
- Costa Mesa, CA
- 3 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 - Irvine Market - Irvine, CA - Mandarin Required
- Irvine, CA (10 miles from Costa Mesa, CA)
- 8 days ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 8 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...
- Lake Forest, CA (12 miles from Costa Mesa, CA)
- 9 days ago
- Lake Forest, CA (12 miles from Costa Mesa, CA)
- 9 days ago
Personal Banker Foothills OC 3.6 3.6 out of 5 stars 26622 Towne Centre Drive, Foothill Ranch, CA 92610 Why Wells Fargo: Are you looking for more? Find it here....
Private Client Banker - Diamond Bar - Diamond Bar, CA
- Diamond Bar, CA (22 miles from Costa Mesa, CA)
- 9 days ago
- Diamond Bar, CA (22 miles from Costa Mesa, CA)
- 9 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...
Private Client Banker - Brookhurst & Chapman - Garden Grove, CA
- Garden Grove, CA (7 miles from Costa Mesa, CA)
- 9 days ago
- Garden Grove, CA (7 miles from Costa Mesa, CA)
- 9 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...
Personal Banker SAFE Act - Tustin Branch
- Tustin, CA (6 miles from Costa Mesa, CA)
- 11 days ago
- Tustin, CA (6 miles from Costa Mesa, 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....
Personal Banker SAFE Act - Tustin Ranch Branch
- Tustin, CA (6 miles from Costa Mesa, CA)
- 16 days ago
- Tustin, CA (6 miles from Costa Mesa, CA)
- 16 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....
- Garden Grove, CA (7 miles from Costa Mesa, CA)
- 16 days ago
- Garden Grove, CA (7 miles from Costa Mesa, CA)
- 16 days ago
This job posting is anticipated to remain open for 30 days, from 07-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Associate Bank Financial Advisor
- Corona, CA (23 miles from Costa Mesa, CA)
- 16 days ago
- Corona, CA (23 miles from Costa Mesa, CA)
- 16 days ago
About this role:** Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines...
Personal Banker SAFE Act- Irvine Branch
- Irvine, CA (10 miles from Costa Mesa, CA)
- 17 days ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 17 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....
Overview Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They support the Client Partner and act as business owners for assigned...
- Irvine, CA (10 miles from Costa Mesa, CA)
- 29 days ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 29 days ago
Who you are: Minimum three to five years experience as a Personal Banker or equivalent experience in a fast paced, ever changing environment....
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
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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