Personal Banker Jobs in Placentia, 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
- Rancho Cucamonga, CA (23 miles from Placentia, CA)
- 2 days ago
- Rancho Cucamonga, CA (23 miles from Placentia, CA)
- 2 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 02-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Los Angeles, CA (23 miles from Placentia, CA)
- 4 hours ago
- Los Angeles, CA (23 miles from Placentia, CA)
- 4 hours ago
management, business management, tax, and insurance services....
- Los Angeles, CA (23 miles from Placentia, CA)
- 4 hours ago
- Los Angeles, CA (23 miles from Placentia, CA)
- 4 hours ago
Associate Financial Advisor - Join a High-Performing Team at New York Life Are you ready to build a rewarding career with a Fortune 100 company? At New York Life, we are seeking motivated...
- Pasadena, CA (24 miles from Placentia, CA)
- 1 day ago
- Pasadena, CA (24 miles from Placentia, CA)
- 1 day ago
Paul Mitchell The School Pasadena is seeking a qualified Financial Aid Leader to join our family! With over one hundred schools nation-wide, Paul Mitchell Schools is growing faster than ever. Our...
- Rancho Cucamonga, CA (23 miles from Placentia, CA)
- 2 days ago
- Rancho Cucamonga, CA (23 miles from Placentia, CA)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 02-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
- Laguna Beach, CA (23 miles from Placentia, CA)
- 3 days ago
- Laguna Beach, CA (23 miles from Placentia, CA)
- 3 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....
Financial Advisor - No Experience Required
- East Irvine, CA (15 miles from Placentia, CA)
- 3 days ago
- East Irvine, CA (15 miles from Placentia, CA)
- 3 days 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...
Personal Banker Pasadena Valley District
- Pasadena, CA (24 miles from Placentia, CA)
- 4 days ago
- Pasadena, CA (24 miles from Placentia, 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....
- Santa Ana, CA (9 miles from Placentia, CA)
- 5 days ago
- Santa Ana, CA (9 miles from Placentia, CA)
- 5 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...
- Foothill Ranch, CA (15 miles from Placentia, CA)
- 5 days ago
- Foothill Ranch, CA (15 miles from Placentia, 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....
- Los Angeles, CA (23 miles from Placentia, CA)
- 6 days ago
- Los Angeles, CA (23 miles from Placentia, CA)
- 6 days ago
Additional steps will also entail an opportunity to engage with Wealth Management Teams/Offices to support full-time....
- West Covina, CA (14 miles from Placentia, CA)
- 7 days ago
- West Covina, CA (14 miles from Placentia, CA)
- 7 days ago
Company Overview Strategic Fortune Wealth Management is committed to fostering lasting financial security for our clients....
- Orange, CA (6 miles from Placentia, CA)
- 9 days ago
- Orange, CA (6 miles from Placentia, CA)
- 9 days ago
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 (14 miles from Placentia, CA)
- 9 days ago
- Huntington Beach, CA (14 miles from Placentia, CA)
- 9 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...
Administrative Assistant to Financial Advisor/Owner
- Chino, CA (12 miles from Placentia, CA)
- 9 days ago
- Chino, CA (12 miles from Placentia, CA)
- 9 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...
Demographic Data for Placentia, CA
Moving to Placentia, CA? Find some basic demographic data about Placentia, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Placentia, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Placentia, 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
- 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
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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