Personal Banker Jobs in Port Hueneme, 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.
- Westlake Village, CA (15 miles from Port Hueneme, CA)
- 12 days ago
- Westlake Village, CA (15 miles from Port Hueneme, CA)
- 12 days ago
About the Opportunity We’re hiring on behalf of a well-established and highly respected CPA firm in Westlake Village that’s planning for its next chapter. The founder has built a long-standing...
Financial Advisor - Career Change Opportunity
- Calabasas, CA (22 miles from Port Hueneme, CA)
- 2 days ago
- Calabasas, CA (22 miles from Port Hueneme, CA)
- 2 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 02-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Merrill Experienced Financial Advisor
- Westlake Village, CA (18 miles from Port Hueneme, CA)
- 11 days ago
- Westlake Village, CA (18 miles from Port Hueneme, CA)
- 11 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
- Thousand Oaks, CA (14 miles from Port Hueneme, CA)
- 15 days ago
- Thousand Oaks, CA (14 miles from Port Hueneme, CA)
- 15 days ago
This job posting is anticipated to remain open for 30 days, from 20-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor - Paid Training Provided
- Oxnard, CA (4 miles from Port Hueneme, CA)
- 22 days ago
- Oxnard, CA (4 miles from Port Hueneme, CA)
- 22 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 08-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Roving Personal Banker - Countyline District
- Camarillo, CA (7 miles from Port Hueneme, CA)
- 30+ days ago
- Camarillo, CA (7 miles from Port Hueneme, CA)
- 30+ 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....
- Ventura, CA (17 miles from Port Hueneme, CA)
- 45+ days ago
- Ventura, CA (17 miles from Port Hueneme, CA)
- 45+ days ago
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
Financial Advisor - Ventura County
- Oxnard, CA (4 miles from Port Hueneme, CA)
- 60+ days ago
- Oxnard, CA (4 miles from Port Hueneme, CA)
- 60+ 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 - Ventura County Credit Union
- Moorpark, CA (18 miles from Port Hueneme, CA)
- 60+ days ago
- Moorpark, CA (18 miles from Port Hueneme, CA)
- 60+ days ago
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Ventura County...
Demographic Data for Port Hueneme, CA
Moving to Port Hueneme, CA? Find some basic demographic data about Port Hueneme, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Port Hueneme, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Port Hueneme, 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
- Investigation
- Written Communication
- Telephone Skills
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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