Personal Banker Jobs in Huntington Beach, 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 Service Representative I/Personal Banker
- Laguna Niguel, CA (16 miles from Huntington Beach, CA)
- 1 day ago
- Laguna Niguel, CA (16 miles from Huntington Beach, CA)
- 1 day ago
Financial Service Representative I/Personal Banker Exemption Classification Non-Exempt Hours per Week 20 Location Address Alicia Parkway Branch-27280 Alicia Parkway A, Laguna Niguel, CA 92677 What will...
Member Experience Specialist II (Personal Banker II)
- Hawthorne, CA (24 miles from Huntington Beach, CA)
- 1 day ago
- Hawthorne, CA (24 miles from Huntington Beach, CA)
- 1 day ago
Would you be a great Member Experience Specialist II (Personal Banker II)?...
Financial Advisor (Orange County Branches)
- Orange, CA (10 miles from Huntington Beach, CA)
- 3 days ago
- Orange, CA (10 miles from Huntington Beach, CA)
- 3 days ago
At Rhinebeck Bank, we are committed to providing exceptional financial services to our clients while fostering an environment where talented individuals can thrive. As part of our growing team,...
Personal Banker SAFE Act- Anaheim Hills Branch
- Anaheim, CA (10 miles from Huntington Beach, CA)
- 3 days ago
- Anaheim, CA (10 miles from Huntington Beach, 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....
- Costa Mesa, CA (5 miles from Huntington Beach, CA)
- 4 days ago
- Costa Mesa, CA (5 miles from Huntington Beach, 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....
- Irvine, CA (14 miles from Huntington Beach, CA)
- 5 days ago
- Irvine, CA (14 miles from Huntington Beach, 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....
- Newport Beach, CA (12 miles from Huntington Beach, CA)
- 5 days ago
- Newport Beach, CA (12 miles from Huntington Beach, CA)
- 5 days ago
Experienced Financial Advisor (Newport Beach) Newport Premier Wealth Management compensation: 100% Commission employment type: experience level: mid level job title: Wealth Advisor Seeking current Financial...
Remote Work- Placentia, CA (14 miles from Huntington Beach, CA)
- 5 days ago
- Placentia, CA (14 miles from Huntington Beach, 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....
Personal Banker Torrance Coastal
- Hawthorne, CA (24 miles from Huntington Beach, CA)
- 5 days ago
- Hawthorne, CA (24 miles from Huntington Beach, 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....
Client Relationship Manager--Wealth Management Firm
- Newport Beach, CA (12 miles from Huntington Beach, CA)
- 6 days ago
- Newport Beach, CA (12 miles from Huntington Beach, CA)
- 6 days ago
Wealth manager offers affluent executives, business owners and their families a first class, highly personalized approach to wealth management....
Retail Personal Banker II - Lake Forest - Full Time
- Lake Forest, CA (18 miles from Huntington Beach, CA)
- 16 days ago
- Lake Forest, CA (18 miles from Huntington Beach, CA)
- 16 days ago
Banker job family....
Personal Banker SAFE Act- Gardena Valley Branch
- Gardena, CA (21 miles from Huntington Beach, CA)
- 17 days ago
- Gardena, CA (21 miles from Huntington Beach, 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....
- Irvine, CA (14 miles from Huntington Beach, CA)
- 17 days ago
- Irvine, CA (14 miles from Huntington Beach, CA)
- 17 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,...
Financial Advisor - Los Angeles, CA
- Los Angeles, CA (23 miles from Huntington Beach, CA)
- 18 days ago
- Los Angeles, CA (23 miles from Huntington Beach, CA)
- 18 days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Personal Banker SAFE Act - Los Angeles Fairfax Branch
- Los Angeles, CA (23 miles from Huntington Beach, CA)
- 20 days ago
- Los Angeles, CA (23 miles from Huntington Beach, CA)
- 20 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....
Demographic Data for Huntington Beach, CA
Moving to Huntington Beach, CA? Find some basic demographic data about Huntington Beach, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Huntington Beach, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Huntington Beach, 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
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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