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.
- West Covina, CA (23 miles from Tustin, CA)
- 14 hours ago
- West Covina, CA (23 miles from Tustin, CA)
- 14 hours ago
Company Overview Strategic Fortune Wealth Management is committed to fostering lasting financial security for our clients....
- Newport Beach, CA (9 miles from Tustin, CA)
- 1 day ago
- Newport Beach, CA (9 miles from Tustin, CA)
- 1 day ago
C omprehensive financial services company committed to helping our clients improve their long-term financial success. We offer a wide range of quality financial products and the advice from our...
- Newport Beach, CA (9 miles from Tustin, CA)
- 1 day ago
- Newport Beach, CA (9 miles from Tustin, CA)
- 1 day ago
You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management...
- Newport Beach, CA (9 miles from Tustin, CA)
- 1 day ago
- Newport Beach, CA (9 miles from Tustin, CA)
- 1 day ago
management tailored to the unique needs of individuals and businesses....
- Orange, CA (3 miles from Tustin, CA)
- 2 days ago
- Orange, CA (3 miles from Tustin, CA)
- 2 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 (10 miles from Tustin, CA)
- 2 days ago
- Huntington Beach, CA (10 miles from Tustin, CA)
- 2 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 (17 miles from Tustin, CA)
- 2 days ago
- Chino, CA (17 miles from Tustin, CA)
- 2 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...
Personal Banker SAFE Act- Chino Hills Branch
- Chino Hills, CA (15 miles from Tustin, CA)
- 4 days ago
- Chino Hills, CA (15 miles from Tustin, CA)
- 4 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....
Private Client Banker - Irvine Sand Canyon - Irvine, CA
- Irvine, CA (4 miles from Tustin, CA)
- 4 days ago
- Irvine, CA (4 miles from Tustin, CA)
- 4 days ago
JobID: 210619480 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-04-22T17:47:40+00:00 JobShift: Base Pay/Salary: Irvine,CA $22.50-$27.88 You have a passion for taking...
Personal Banker - Mission Viejo Marketplace
- Mission Viejo, CA (19 miles from Tustin, CA)
- 7 days ago
- Mission Viejo, CA (19 miles from Tustin, CA)
- 7 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 Costa Mesa Harbor Branch
- Costa Mesa, CA (6 miles from Tustin, CA)
- 7 days ago
- Costa Mesa, CA (6 miles from Tustin, CA)
- 7 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....
Private Client Banker - Irvine Market - Irvine, CA - Mandarin Required
- Irvine, CA (4 miles from Tustin, CA)
- 11 days ago
- Irvine, CA (4 miles from Tustin, CA)
- 11 days 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...
- Lake Forest, CA (11 miles from Tustin, CA)
- 12 days ago
- Lake Forest, CA (11 miles from Tustin, CA)
- 12 days ago
Personal Banker Foothills OC 3.6 3.6 out of 5 stars 26622 Towne Centre Drive, Foothill Ranch, CA 92610 Why Wells Fargo: Are you looking for more? Find it here....
Private Client Banker - Diamond Bar - Diamond Bar, CA
- Diamond Bar, CA (17 miles from Tustin, CA)
- 13 days ago
- Diamond Bar, CA (17 miles from Tustin, CA)
- 13 days 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...
Private Client Banker - Brookhurst & Chapman - Garden Grove, CA
- Garden Grove, CA (7 miles from Tustin, CA)
- 13 days ago
- Garden Grove, CA (7 miles from Tustin, CA)
- 13 days 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...
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
- 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
- Mortgage Lending
- 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
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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