Personal Banker Jobs in Orange, 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 - Career Change Opportunity
- Covina, CA (21 miles from Orange, CA)
- 4 days ago
- Covina, CA (21 miles from Orange, CA)
- 4 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 07-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Roving Personal Banker Inland Orange County District
- Huntington Beach, CA (10 miles from Orange, CA)
- 1 hour ago
- Huntington Beach, CA (10 miles from Orange, CA)
- 1 hour 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 (13 miles from Orange, CA)
- 1 hour ago
- Newport Beach, CA (13 miles from Orange, CA)
- 1 hour 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....
- La Habra, CA (12 miles from Orange, CA)
- 2 days ago
- La Habra, CA (12 miles from Orange, CA)
- 2 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....
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- Covina, CA (21 miles from Orange, CA)
- 3 days ago
- Covina, CA (21 miles from Orange, CA)
- 3 days ago
This job posting is anticipated to remain open for 30 days, from 07-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Rowland Heights, CA (13 miles from Orange, CA)
- 3 days ago
- Rowland Heights, CA (13 miles from Orange, CA)
- 3 days ago
Personal Banker Department: Branch Operations FLSA Status: Full Time/ Non-Exempt Reports to: Team Leader Location/Branch: Various Seniority Level: Entry or Mid-Level Employment Type: Full Time Salary...
Financial Advisor - Certification Provided
- Fountain Valley, CA (7 miles from Orange, CA)
- 4 days ago
- Fountain Valley, CA (7 miles from Orange, CA)
- 4 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...
Personal Banker Coastal Orange County
- Costa Mesa, CA (8 miles from Orange, CA)
- 4 days ago
- Costa Mesa, CA (8 miles from Orange, CA)
- 4 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....
- West Covina, CA (20 miles from Orange, CA)
- 4 days ago
- West Covina, CA (20 miles from Orange, CA)
- 4 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 (Member Service Represenative II)
- West Covina, CA (20 miles from Orange, CA)
- 5 days ago
- West Covina, CA (20 miles from Orange, CA)
- 5 days ago
Personal Banker (Member Service Represenative II) The pay range for this position is listed below....
- Lakewood, CA (16 miles from Orange, CA)
- 5 days ago
- Lakewood, CA (16 miles from Orange, CA)
- 5 days ago
cashing as needed....
- Laguna Niguel, CA (17 miles from Orange, CA)
- 10 days ago
- Laguna Niguel, CA (17 miles from Orange, 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....
- Santa Ana, CA (2 miles from Orange, CA)
- 12 days ago
- Santa Ana, CA (2 miles from Orange, CA)
- 12 days ago
Centralized Financial Adviser with Unlimited Earning Potential! At Orange County's Credit Union, we are a financial institution dedicated to serving our community. With over 85 years of...
At Rhinebeck Bank, we are committed to providing exceptional financial services to our clients while fostering an environment where talented individuals can thrive. As part of our growing team,...
Commercial Business and Financial Services Officer - Onsite
- Huntington Beach, CA (10 miles from Orange, CA)
- 16 days ago
- Huntington Beach, CA (10 miles from Orange, CA)
- 16 days ago
Location: Huntington Beach, US-CA Rate: 26.8 Type: Permanent Commercial Business and Financial Services Officer - Onsite The Commercial & Business Financial Services Officer primary role is to...
Demographic Data for Orange, CA
Moving to Orange, CA? Find some basic demographic data about Orange, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Orange, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Orange, 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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