Personal Banker Jobs in Seal 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.
Personal Banker Bilingual South El Monte
- South El Monte, CA (19 miles from Seal Beach, CA)
- 5 hours ago
- South El Monte, CA (19 miles from Seal 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....
Financial Advisor Los Angeles (Associate Level)
- Los Angeles, CA (17 miles from Seal Beach, CA)
- 15 hours ago
- Los Angeles, CA (17 miles from Seal Beach, CA)
- 15 hours ago
With a national footprint, Lenox is continually looking for ambitious, experienced Sales Professionals, who will be responsible for developing new client opportunities across the wealth management spectrum...
- Newport Beach, CA (18 miles from Seal Beach, CA)
- 16 hours ago
- Newport Beach, CA (18 miles from Seal Beach, CA)
- 16 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....
Personal Banker SAFE Act - Los Angeles Fairfax Branch
- Los Angeles, CA (17 miles from Seal Beach, CA)
- 1 day ago
- Los Angeles, CA (17 miles from Seal Beach, CA)
- 1 day 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....
Financial Advisor - No Experience Required
- East Irvine, CA (19 miles from Seal Beach, CA)
- 2 days ago
- East Irvine, CA (19 miles from Seal Beach, CA)
- 2 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...
Financial Advisor - Career Change Opportunity
- Santa Ana, CA (12 miles from Seal Beach, CA)
- 2 days ago
- Santa Ana, CA (12 miles from Seal Beach, CA)
- 2 days 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 Panorama City
- Los Angeles, CA (17 miles from Seal Beach, CA)
- 3 days ago
- Los Angeles, CA (17 miles from Seal Beach, 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 - Certification Provided
- Torrance, CA (14 miles from Seal Beach, CA)
- 3 days ago
- Torrance, CA (14 miles from Seal Beach, CA)
- 3 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 04-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker West Los Angeles District
- Los Angeles, CA (17 miles from Seal Beach, CA)
- 3 days ago
- Los Angeles, CA (17 miles from Seal Beach, 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....
- City of Industry, CA (18 miles from Seal Beach, CA)
- 3 days ago
- City of Industry, CA (18 miles from Seal Beach, 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....
- Alhambra, CA (23 miles from Seal Beach, CA)
- 4 days ago
- Alhambra, CA (23 miles from Seal Beach, 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 SAFE Act- South Coast Area
- Gardena, CA (15 miles from Seal Beach, CA)
- 5 days ago
- Gardena, CA (15 miles from Seal Beach, CA)
- 5 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....
- Los Angeles, CA (17 miles from Seal Beach, CA)
- 5 days ago
- Los Angeles, CA (17 miles from Seal Beach, CA)
- 5 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for Branch Banking as part of the Consumer and Small Business Banking division....
- Chino Hills, CA (23 miles from Seal Beach, CA)
- 6 days ago
- Chino Hills, CA (23 miles from Seal 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....
- Gardena, CA (15 miles from Seal Beach, CA)
- 6 days ago
- Gardena, CA (15 miles from Seal 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....
Demographic Data for Seal Beach, CA
Moving to Seal Beach, CA? Find some basic demographic data about Seal Beach, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Seal Beach, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Seal 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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