Personal Banker Jobs in Lake Forest, 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 - Certification Provided
- Fountain Valley, CA (15 miles from Lake Forest, CA)
- 14 days ago
- Fountain Valley, CA (15 miles from Lake Forest, CA)
- 14 days 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...
Bilingual Personal Banker San Juan Capistrano
- San Juan Capistrano, CA (9 miles from Lake Forest, CA)
- 1 day ago
- San Juan Capistrano, CA (9 miles from Lake Forest, 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 Coastal Orange County
- Santa Ana, CA (13 miles from Lake Forest, CA)
- 3 days ago
- Santa Ana, CA (13 miles from Lake Forest, 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....
Financial Advisor - No Experience Required
- Irvine, CA (10 miles from Lake Forest, CA)
- 4 days ago
- Irvine, CA (10 miles from Lake Forest, CA)
- 4 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?...
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Private Client Banker - Huntington Beach Market - Huntington Beach CA
- Huntington Beach, CA (18 miles from Lake Forest, CA)
- 6 days ago
- Huntington Beach, CA (18 miles from Lake Forest, CA)
- 6 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...
- Irvine, CA (10 miles from Lake Forest, CA)
- 7 days ago
- Irvine, CA (10 miles from Lake Forest, CA)
- 7 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....
In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and...
Personal Banker Cypress Village
- Irvine, CA (10 miles from Lake Forest, CA)
- 7 days ago
- Irvine, CA (10 miles from Lake Forest, CA)
- 7 days ago
In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and...
Roving Personal Banker Foothills Orange County District
- Mission Viejo, CA (9 miles from Lake Forest, CA)
- 8 days ago
- Mission Viejo, CA (9 miles from Lake Forest, CA)
- 8 days 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 Central Inland Empire District
- Norco, CA (24 miles from Lake Forest, CA)
- 8 days ago
- Norco, CA (24 miles from Lake Forest, CA)
- 8 days 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....
- Placentia, CA (21 miles from Lake Forest, CA)
- 8 days ago
- Placentia, CA (21 miles from Lake Forest, CA)
- 8 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....
JPMorgan Private Client Relationship Manager Irvine, CA
- Irvine, CA (10 miles from Lake Forest, CA)
- 9 days ago
- Irvine, CA (10 miles from Lake Forest, CA)
- 9 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...
Personal Banker SAFE Act- Fountain Valley Branch
- Fountain Valley, CA (15 miles from Lake Forest, CA)
- 9 days ago
- Fountain Valley, CA (15 miles from Lake Forest, 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....
Roving Personal Banker Inland Orange County District
- Huntington Beach, CA (18 miles from Lake Forest, CA)
- 10 days ago
- Huntington Beach, CA (18 miles from Lake Forest, CA)
- 10 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 (7 miles from Lake Forest, CA)
- 10 days ago
- Newport Beach, CA (7 miles from Lake Forest, CA)
- 10 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....
Demographic Data for Lake Forest, CA
Moving to Lake Forest, CA? Find some basic demographic data about Lake Forest, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lake Forest, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lake Forest, 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
- Nationwide Mortgage Licensing System & Registry
- BSA
- Lending
- Commercial Banking
- Account Maintenance
- Private Banking
- Mortgage Processing
- Cross Selling
- 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
- Business Development
- Listening
- Retail
- High School Diploma
- Negotiation
- Investigation
- 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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