Personal Banker Jobs in Brea, 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.
Financial Advisor - Career Change Opportunity
- Seal Beach, CA (16 miles from Brea, CA)
- 2 days ago
- Seal Beach, CA (16 miles from Brea, CA)
- 2 days ago
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
- Yorba Linda, CA (5 miles from Brea, CA)
- moments ago
- Yorba Linda, CA (5 miles from Brea, CA)
- moments ago
Personal Banker Downtown OC 3.6 3.6 out of 5 stars Yorba Linda, CA Why Wells Fargo: Are you looking for more? Find it here....
- Irvine, CA (14 miles from Brea, CA)
- moments ago
- Irvine, CA (14 miles from Brea, CA)
- moments ago
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a...
Financial Advisor - Carmel and surrounding area
- Los Angeles, CA (21 miles from Brea, CA)
- 1 hour ago
- Los Angeles, CA (21 miles from Brea, CA)
- 1 hour 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...
Personal Banker Bilingual Spanish Anaheim
- Anaheim, CA (6 miles from Brea, CA)
- 3 hours ago
- Anaheim, CA (6 miles from Brea, CA)
- 3 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....
- Glendora, CA (13 miles from Brea, CA)
- 5 hours ago
- Glendora, CA (13 miles from Brea, 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....
Personal Banker SAFE Act - Downey Branch
- Downey, CA (14 miles from Brea, CA)
- 17 hours ago
- Downey, CA (14 miles from Brea, CA)
- 17 hours 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....
Personal Banker Long Beach District
- Bellflower, CA (14 miles from Brea, CA)
- 1 day ago
- Bellflower, CA (14 miles from Brea, CA)
- 1 day 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....
- Irvine, CA (14 miles from Brea, CA)
- 2 days ago
- Irvine, CA (14 miles from Brea, CA)
- 2 days ago
Financial Advisor Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients,...
- Irvine, CA (14 miles from Brea, CA)
- 2 days ago
- Irvine, CA (14 miles from Brea, CA)
- 2 days ago
Be in Business for Yourself, not By Yourself Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and...
- Newport Beach, CA (23 miles from Brea, CA)
- 2 days ago
- Newport Beach, CA (23 miles from Brea, CA)
- 2 days ago
Capstone Partners is looking for an experienced Independent Financial Advisor, who is comprehensive in nature (S7, SIE, L&H), to add to our growing firm. The ideal candidate will be...
- Seal Beach, CA (16 miles from Brea, CA)
- 2 days ago
- Seal Beach, CA (16 miles from Brea, CA)
- 2 days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
- Los Angeles, CA (21 miles from Brea, CA)
- 3 days ago
- Los Angeles, CA (21 miles from Brea, CA)
- 3 days ago
Application Deadline: 04/10/2025 Address: 1733 Ocean Ave. Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to...
Private Client Banker - Bixby Knolls - Long Beach CA
- Long Beach, CA (22 miles from Brea, CA)
- 3 days ago
- Long Beach, CA (22 miles from Brea, CA)
- 3 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 - Lakewood Blvd - Lakewood CA
- Lakewood, CA (15 miles from Brea, CA)
- 3 days ago
- Lakewood, CA (15 miles from Brea, CA)
- 3 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 Brea, CA
Moving to Brea, CA? Find some basic demographic data about Brea, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Brea, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Brea, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- 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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