Personal Banker Jobs in Moorpark, 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 Bilingual Spanish Port Hueneme
- Port Hueneme, CA (18 miles from Moorpark, CA)
- 7 hours ago
- Port Hueneme, CA (18 miles from Moorpark, CA)
- 7 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 - Countyline District
- Simi Valley, CA (5 miles from Moorpark, CA)
- 16 hours ago
- Simi Valley, CA (5 miles from Moorpark, CA)
- 16 hours ago
Roving Personal Banker - Countyline District 3.6 3.6 out of 5 stars Simi Valley, CA Why Wells Fargo: Are you looking for more? Find it here....
Associate Personal Banker Canyon Country
- Santa Clarita, CA (22 miles from Moorpark, CA)
- 1 day ago
- Santa Clarita, CA (22 miles from Moorpark, CA)
- 1 day ago
Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces to grow your career in the U.S.About this role:Wells Fargo is seeking an Associate Personal Banker (SAFE...
- Calabasas, CA (11 miles from Moorpark, CA)
- 1 day ago
- Calabasas, CA (11 miles from Moorpark, CA)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 23-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banker SAFE Act - Encino Branch
- Encino, CA (22 miles from Moorpark, CA)
- 2 days ago
- Encino, CA (22 miles from Moorpark, CA)
- 2 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....
Financial Advisor - Career Change Opportunity
- Thousand Oaks, CA (7 miles from Moorpark, CA)
- 7 days ago
- Thousand Oaks, CA (7 miles from Moorpark, CA)
- 7 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...
- Calabasas, CA (11 miles from Moorpark, CA)
- 8 days ago
- Calabasas, CA (11 miles from Moorpark, 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....
Associate Personal Banker Newbury Park
- Newbury Park, CA (7 miles from Moorpark, CA)
- 13 days ago
- Newbury Park, CA (7 miles from Moorpark, CA)
- 13 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....
Private Client Banker - Topanga Canyon - Canoga Park, CA
- Canoga Park, CA (17 miles from Moorpark, CA)
- 17 days ago
- Canoga Park, CA (17 miles from Moorpark, CA)
- 17 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 - North Hills Branch
- North Hills, CA (23 miles from Moorpark, CA)
- 17 days ago
- North Hills, CA (23 miles from Moorpark, 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....
Personal Banker SAFE Act - Pacific Palisades Branch
- Pacific Palisades, CA (23 miles from Moorpark, CA)
- 24 days ago
- Pacific Palisades, CA (23 miles from Moorpark, CA)
- 24 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....
Financial Advisor - Santa Clarita Valley and Surrounding Areas
- Santa Clarita, CA (22 miles from Moorpark, CA)
- 30+ days ago
- Santa Clarita, CA (22 miles from Moorpark, CA)
- 30+ days ago
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 - Ventura County
- Oxnard, CA (18 miles from Moorpark, CA)
- 30+ days ago
- Oxnard, CA (18 miles from Moorpark, CA)
- 30+ days ago
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...
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Ventura County...
- Encino, CA (22 miles from Moorpark, CA)
- 60+ days ago
- Encino, CA (22 miles from Moorpark, CA)
- 60+ days ago
A Personal Banker is creative and can think outside the box to provide relevant solutions to our clients, while maintaining our Vision, Mission, and Values....
Demographic Data for Moorpark, CA
Moving to Moorpark, CA? Find some basic demographic data about Moorpark, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Moorpark, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Moorpark, 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
- Financial Services
- Wealth Management
- 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
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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