Personal Banker Jobs in Moreno 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.
- Hemet, CA (18 miles from Moreno Valley, CA)
- 1 day ago
- Hemet, CA (18 miles from Moreno 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....
Financial Advisor - Certification Provided
- Riverside, CA (11 miles from Moreno Valley, CA)
- 3 days ago
- Riverside, CA (11 miles from Moreno Valley, CA)
- 3 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 14-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Roving Associate Personal Banker - San Bernardino Corridor District
- Moreno Valley, CA
- 6 days ago
- Moreno Valley, CA
- 6 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....
Administrative Assistant to Financial Advisor/Owner
- Chino, CA (24 miles from Moreno Valley, CA)
- 15 days ago
- Chino, CA (24 miles from Moreno Valley, CA)
- 15 days ago
Administrative Assistant to Financial Advisor/Owner (Chino) LPL Financial Central Ave compensation: $22/hr to start employment type: job title: Administrative Assistant Immediate Opening Financial...
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Personal Banker SAFE Act Hemet Branch
- Hemet, CA (18 miles from Moreno Valley, CA)
- 19 days ago
- Hemet, CA (18 miles from Moreno Valley, CA)
- 19 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....
- Hemet, CA (18 miles from Moreno Valley, CA)
- 90+ days ago
- Hemet, CA (18 miles from Moreno Valley, CA)
- 90+ days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across...
Financial Advisor - Riverside and Surrounding Areas
- Riverside, CA (11 miles from Moreno Valley, CA)
- 45+ days ago
- Riverside, CA (11 miles from Moreno Valley, CA)
- 45+ 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 -Financial Advisor - Inland Empire
- San Bernardino, CA (15 miles from Moreno Valley, CA)
- 45+ days ago
- San Bernardino, CA (15 miles from Moreno Valley, CA)
- 45+ 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...
Demographic Data for Moreno Valley, CA
Moving to Moreno Valley, CA? Find some basic demographic data about Moreno Valley, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Moreno Valley, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Moreno 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
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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