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.
- Huntington Beach, CA (5 miles from Costa Mesa, CA)
- 1 day ago
- Huntington Beach, CA (5 miles from Costa Mesa, CA)
- 1 day ago
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments)....
- Newport Coast, CA (7 miles from Costa Mesa, CA)
- 1 day ago
- Newport Coast, CA (7 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....
- Irvine, CA (10 miles from Costa Mesa, CA)
- 2 days ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 2 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...
- Laguna Hills, CA (11 miles from Costa Mesa, CA)
- 3 days ago
- Laguna Hills, CA (11 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....
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 (10 miles from Costa Mesa, CA)
- 4 days ago
- Irvine, CA (10 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....
- Chino Hills, CA (21 miles from Costa Mesa, CA)
- 8 days ago
- Chino Hills, CA (21 miles from Costa Mesa, CA)
- 8 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Financial Advisor Financial Advisor
- Fountain Valley, CA (3 miles from Costa Mesa, CA)
- 9 days ago
- Fountain Valley, CA (3 miles from Costa Mesa, CA)
- 9 days ago
Financial Advisor Edward Jones 3.8 ( ) Fountain Valley, CA Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender...
Associate Financial Advisor Associate Financial Advisor
- Irvine, CA (10 miles from Costa Mesa, CA)
- 9 days ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 9 days ago
Associate Financial Advisor Edward Jones 3.8 ( ) Irvine, CA Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender...
- Fountain Valley, CA (3 miles from Costa Mesa, CA)
- 24 days ago
- Fountain Valley, CA (3 miles from Costa Mesa, CA)
- 24 days ago
This job posting is anticipated to remain open for 30 days, from 22-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Corona, CA (23 miles from Costa Mesa, CA)
- 24 days ago
- Corona, CA (23 miles from Costa Mesa, CA)
- 24 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Corona, CA. Bilingual Spanish preferred....
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 - No Experience Required
- Irvine, CA (10 miles from Costa Mesa, CA)
- 28 days ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 28 days ago
Financial Advisor - No Experience Required (Irvine) compensation: Commissions employment type: job title: Financial Advisor Interested in becoming a financial advisor but do not have experience?...
- Irvine, CA (10 miles from Costa Mesa, CA)
- 30+ days ago
- Irvine, CA (10 miles from Costa Mesa, 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...
- Irvine, CA (10 miles from Costa Mesa, CA)
- 60+ days ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 60+ days ago
This job posting is anticipated to remain open for 30 days, from 13-Jun-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
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
- 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
- Annuities
- 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
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Listening
- Retail
- Business Development
- 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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