Personal Banker Jobs in Fountain Valley, 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.
Roving Personal Banker Foothills Orange County District
- Mission Viejo, CA (24 miles from Fountain Valley, CA)
- 9 hours ago
- Mission Viejo, CA (24 miles from Fountain Valley, CA)
- 9 hours ago
About this role:** Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Roving Personal Banker San Gabriel Mountains District
- City of Industry, CA (20 miles from Fountain Valley, CA)
- 9 hours ago
- City of Industry, CA (20 miles from Fountain Valley, CA)
- 9 hours ago
About this role:** Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Personal Banker Bilingual Spanish Anaheim
- Anaheim, CA (9 miles from Fountain Valley, CA)
- 10 hours ago
- Anaheim, CA (9 miles from Fountain Valley, CA)
- 10 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....
- Placentia, CA (13 miles from Fountain Valley, CA)
- 10 hours ago
- Placentia, CA (13 miles from Fountain Valley, CA)
- 10 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....
Roving Personal Banker Central Inland Empire District
- Chino, CA (24 miles from Fountain Valley, CA)
- 12 hours ago
- Chino, CA (24 miles from Fountain Valley, CA)
- 12 hours ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
JPMorgan Private Client Relationship Manager Irvine, CA
- Irvine, CA (11 miles from Fountain Valley, CA)
- 1 day ago
- Irvine, CA (11 miles from Fountain Valley, CA)
- 1 day 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...
Personal Banker SAFE Act- Fountain Valley Branch
- Fountain Valley, CA
- 1 day ago
- Fountain Valley, 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....
- Chino Hills, CA (20 miles from Fountain Valley, CA)
- 1 day ago
- Chino Hills, CA (20 miles from Fountain Valley, 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....
Personal Banker South El Monte
- South El Monte, CA (23 miles from Fountain Valley, CA)
- 1 day ago
- South El Monte, CA (23 miles from Fountain Valley, 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....
Personal Banker Orange North Tustin
- Orange, CA (7 miles from Fountain Valley, CA)
- 1 day ago
- Orange, CA (7 miles from Fountain Valley, 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....
Roving Personal Banker Inland Orange County District
- Huntington Beach, CA (2 miles from Fountain Valley, CA)
- 2 days ago
- Huntington Beach, CA (2 miles from Fountain Valley, CA)
- 2 days ago
Roving Personal Banker Inland Orange County District 3.6 3.6 out of 5 stars Huntington Beach, CA About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch...
- Newport Beach, CA (10 miles from Fountain Valley, CA)
- 2 days ago
- Newport Beach, CA (10 miles from Fountain Valley, CA)
- 2 days ago
Capstone Partners Financial firm strives to deliver personalized investment solutions to help clients work toward their long-term financial goals, with risk and wealth management protection....
- La Habra, CA (15 miles from Fountain Valley, CA)
- 4 days ago
- La Habra, CA (15 miles from Fountain Valley, 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....
- Rowland Heights, CA (18 miles from Fountain Valley, CA)
- 6 days ago
- Rowland Heights, CA (18 miles from Fountain Valley, CA)
- 6 days ago
Personal Banker Department: Branch Operations FLSA Status: Full Time/ Non-Exempt Reports to: Team Leader Location/Branch: Various Seniority Level: Entry or Mid-Level Employment Type: Full Time Salary...
Financial Advisor - Certification Provided
- Fountain Valley, CA
- 6 days ago
- Fountain Valley, CA
- 6 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 16-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Demographic Data for Fountain Valley, CA
Moving to Fountain Valley, CA? Find some basic demographic data about Fountain Valley, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Fountain Valley, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Fountain Valley, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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