Personal Banker Jobs in Newport 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 Advisor - No Experience Required
- East Irvine, CA (7 miles from Newport Beach, CA)
- 19 hours ago
- East Irvine, CA (7 miles from Newport Beach, CA)
- 19 hours ago
Interested in becoming a financial advisor but do not have experience? The role: Once properly licensed, you will be helping clients build a secure financial future. You will be trained to help...
This job posting is anticipated to remain open for 30 days, from 09-Jun-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
Financial Advisor - Career Change Opportunity
- Santa Ana, CA (10 miles from Newport Beach, CA)
- 1 day ago
- Santa Ana, CA (10 miles from Newport Beach, CA)
- 1 day 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...
Personal Banker Bilingual Spanish Lake Forest
- Lake Forest, CA (7 miles from Newport Beach, CA)
- 5 days ago
- Lake Forest, CA (7 miles from Newport 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....
Roving Personal Banker Inland Orange County District
- Seal Beach, CA (18 miles from Newport Beach, CA)
- 5 days ago
- Seal Beach, CA (18 miles from Newport Beach, CA)
- 5 days ago
In this role you will: Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies Be flexible...
- Irvine, CA (11 miles from Newport Beach, CA)
- 6 days ago
- Irvine, CA (11 miles from Newport Beach, CA)
- 6 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 (11 miles from Newport Beach, CA)
- 9 days ago
- Irvine, CA (11 miles from Newport Beach, CA)
- 9 days ago
Thrivent Financial Advisor 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...
Personal Banker Bilingual Spanish Harbor Wilson
- Costa Mesa, CA (7 miles from Newport Beach, CA)
- 10 days ago
- Costa Mesa, CA (7 miles from Newport Beach, CA)
- 10 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 SAFE Act Irvine Branch
- Irvine, CA (11 miles from Newport Beach, CA)
- 10 days ago
- Irvine, CA (11 miles from Newport Beach, CA)
- 10 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....
- Corona, CA (24 miles from Newport Beach, CA)
- 12 days ago
- Corona, CA (24 miles from Newport Beach, CA)
- 12 days ago
Personal bankers also strive to build and maintain strong customer relationships to ensure customer satisfaction and loyalty....
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Personal Banker SAFE Act- Cerritos Branch
- Cerritos, CA (23 miles from Newport Beach, CA)
- 20 days ago
- Cerritos, CA (23 miles from Newport 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....
Private Client Banker - Huntington Beach Market - Huntington Beach CA
- Huntington Beach, CA (12 miles from Newport Beach, CA)
- 24 days ago
- Huntington Beach, CA (12 miles from Newport Beach, CA)
- 24 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...
JPMorgan Private Client Relationship Manager Irvine, CA
- Irvine, CA (11 miles from Newport Beach, CA)
- 27 days ago
- Irvine, CA (11 miles from Newport Beach, CA)
- 27 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 (10 miles from Newport Beach, CA)
- 27 days ago
- Fountain Valley, CA (10 miles from Newport Beach, CA)
- 27 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 Newport Beach, CA
Moving to Newport Beach, CA? Find some basic demographic data about Newport Beach, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Newport Beach, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Newport 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- 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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