Personal Banker Jobs in Temecula, 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.
- Oceanside, CA (15 miles from Temecula, CA)
- 9 hours ago
- Oceanside, CA (15 miles from Temecula, CA)
- 9 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....
Private Client Banker - Temecula Valley Market - Sun City, CA and Surrounding Areas
- Sun City, CA (11 miles from Temecula, CA)
- 1 day ago
- Sun City, CA (11 miles from Temecula, CA)
- 1 day ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
- Hemet, CA (17 miles from Temecula, CA)
- 5 days ago
- Hemet, CA (17 miles from Temecula, CA)
- 5 days ago
As a Personal Banker in a Universal Branch, you will strengthen customer relationships with a defined sales process....
- Carlsbad, CA (24 miles from Temecula, CA)
- 6 days ago
- Carlsbad, CA (24 miles from Temecula, CA)
- 6 days ago
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. Join a financial services firm where your contributions...
As a Personal Banker in a Universal Branch, you will strengthen customer relationships with a defined sales process....
Financial Advisor (Sales Focused, Training Provided)
- Carlsbad, CA (24 miles from Temecula, CA)
- 17 days ago
- Carlsbad, CA (24 miles from Temecula, CA)
- 17 days ago
Our Carlsbad financial advisory firm seeks new financial advisors to join its growing and highly productive practice. We specialize in recruiting "career changers" - these are professionals who...
- Carlsbad, CA (24 miles from Temecula, CA)
- 90+ days ago
- Carlsbad, CA (24 miles from Temecula, CA)
- 90+ days ago
management acumen, judgment, and experience Extensive knowledge in financial planning analysis and modeling specifically for clients Lead Financial Advisor Job Description Support the discovery and...
Financial Advisor - Temecula and Surrounding Areas
- Temecula, CA
- 60+ days ago
- Temecula, 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...
Demographic Data for Temecula, CA
Moving to Temecula, CA? Find some basic demographic data about Temecula, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Temecula, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Temecula, 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
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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