Personal Banker Jobs in Tustin, 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 Coastal OC District
- Fountain Valley, CA (7 miles from Tustin, CA)
- 1 day ago
- Fountain Valley, CA (7 miles from Tustin, CA)
- 1 day ago
strongWhy Wes Fargo:/strongbrbrAre yo ookng for more? Fnd t here. At Wes Fargo, we're more than a fnanca servces eader - we're a goba trabazer commtted to drvng nnovaton, empowerng commntes, and...
Personal Banker Foothills OC District
- Foothill Ranch, CA (9 miles from Tustin, CA)
- 2 days ago
- Foothill Ranch, CA (9 miles from Tustin, 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....
Roving Personal Banker San Gabriel Mountain District
- Chino Hills, CA (15 miles from Tustin, CA)
- 3 days ago
- Chino Hills, CA (15 miles from Tustin, CA)
- 3 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....
Financial Service Representative I/Personal Banker
- Laguna Niguel, CA (13 miles from Tustin, CA)
- 6 days ago
- Laguna Niguel, CA (13 miles from Tustin, CA)
- 6 days ago
Financial Service Representative I/Personal Banker Exemption Classification Non-Exempt Hours per Week 20 Location Address Alicia Parkway Branch-27280 Alicia Parkway A, Laguna Niguel, CA 92677 What will...
- Chino, CA (17 miles from Tustin, CA)
- 6 days ago
- Chino, CA (17 miles from Tustin, CA)
- 6 days ago
SUMMARY Chino Commercial Bank is seeking a dynamic and customer-focused Personal Banker to join our banking team....
Financial Advisor (Orange County Branches)
- Orange, CA (3 miles from Tustin, CA)
- 8 days ago
- Orange, CA (3 miles from Tustin, CA)
- 8 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,...
Personal Banker SAFE Act- Anaheim Hills Branch
- Anaheim, CA (10 miles from Tustin, CA)
- 8 days ago
- Anaheim, CA (10 miles from Tustin, CA)
- 8 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....
- Newport Beach, CA (9 miles from Tustin, CA)
- 10 days ago
- Newport Beach, CA (9 miles from Tustin, CA)
- 10 days ago
Experienced Financial Advisor (Newport Beach) Newport Premier Wealth Management compensation: 100% Commission employment type: experience level: mid level job title: Wealth Advisor Seeking current Financial...
Remote Work- Fullerton, CA (10 miles from Tustin, CA)
- 10 days ago
- Fullerton, CA (10 miles from Tustin, 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....
Retail Personal Banker II - Lake Forest - Full Time
- Lake Forest, CA (11 miles from Tustin, CA)
- 21 days ago
- Lake Forest, CA (11 miles from Tustin, CA)
- 21 days ago
Banker job family....
- Irvine, CA (4 miles from Tustin, CA)
- 22 days ago
- Irvine, CA (4 miles from Tustin, CA)
- 22 days ago
This job posting is anticipated to remain open for 30 days, from 13-Jun-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
Personal Banker SAFE Act Irvine Branch
- Irvine, CA (4 miles from Tustin, CA)
- 30+ days ago
- Irvine, CA (4 miles from Tustin, CA)
- 30+ 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....
Merrill Experienced Financial Advisor
- Newport Beach, CA (9 miles from Tustin, CA)
- 30+ days ago
- Newport Beach, CA (9 miles from Tustin, CA)
- 30+ 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....
Financial Services Officer - Hacienda Heights
- Hacienda Heights, CA (20 miles from Tustin, CA)
- 30+ days ago
- Hacienda Heights, CA (20 miles from Tustin, CA)
- 30+ days ago
Financial Services Officer - Hacienda Heights Banc of California - 2.9 Hacienda Heights, CA Job Details Full-time $20.67 - $28.13 an hour 15 hours ago Benefits Paid parental leave Health savings...
JPMorgan Private Client Relationship Manager Irvine, CA
- Irvine, CA (4 miles from Tustin, CA)
- 45+ days ago
- Irvine, CA (4 miles from Tustin, CA)
- 45+ days ago
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships...
Demographic Data for Tustin, CA
Moving to Tustin, CA? Find some basic demographic data about Tustin, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Tustin, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Tustin, 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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