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.
- Laguna Niguel, CA (4 miles from Newport Beach, CA)
- 5 hours ago
- Laguna Niguel, CA (4 miles from Newport Beach, CA)
- 5 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....
- Ladera Ranch, CA (11 miles from Newport Beach, CA)
- 1 day ago
- Ladera Ranch, CA (11 miles from Newport Beach, 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....
- Westminster, CA (14 miles from Newport Beach, CA)
- 5 days ago
- Westminster, CA (14 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....
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....
- Brea, CA (23 miles from Newport Beach, CA)
- 12 days ago
- Brea, CA (23 miles from Newport Beach, CA)
- 12 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....
- Fountain Valley, CA (10 miles from Newport Beach, CA)
- 14 days ago
- Fountain Valley, CA (10 miles from Newport Beach, CA)
- 14 days ago
This job posting is anticipated to remain open for 30 days, from 22-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Corona, CA (24 miles from Newport Beach, CA)
- 14 days ago
- Corona, CA (24 miles from Newport Beach, CA)
- 14 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Corona, CA. Bilingual Spanish preferred....
Financial Advisor - Orange County
- Costa Mesa, CA (7 miles from Newport Beach, CA)
- 16 days ago
- Costa Mesa, CA (7 miles from Newport Beach, CA)
- 16 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 - No Experience Required
- Irvine, CA (11 miles from Newport Beach, CA)
- 19 days ago
- Irvine, CA (11 miles from Newport Beach, CA)
- 19 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?...
- Irvine, CA (11 miles from Newport Beach, CA)
- 22 days ago
- Irvine, CA (11 miles from Newport Beach, CA)
- 22 days ago
Personal Banker Position Summary Under the direction of the Team Leader, our Senior Personal Bankers are responsible for providing clients with both personal and business banking solutions to meet their...
- Irvine, CA (11 miles from Newport Beach, CA)
- 45+ days ago
- Irvine, CA (11 miles from Newport Beach, CA)
- 45+ 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,...
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
JPMorgan Private Client Relationship Manager Irvine, CA
- Irvine, CA (11 miles from Newport Beach, CA)
- 60+ days ago
- Irvine, CA (11 miles from Newport Beach, CA)
- 60+ days ago
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Financial Advisor - Costa Mesa
- Costa Mesa, CA (7 miles from Newport Beach, CA)
- 90+ days ago
- Costa Mesa, CA (7 miles from Newport Beach, CA)
- 90+ 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 - Orange County
- Orange, CA (13 miles from Newport Beach, CA)
- 90+ days ago
- Orange, CA (13 miles from Newport Beach, CA)
- 90+ 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 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
- Networking
- Business Planning
- Personal Banker
- Retirement Planning
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Coaching
- Reporting
- Interpersonal Skills
- Policy Development
- Problem Solving
- Regulations
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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