Personal Banker Jobs in Costa Mesa, 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.
- Rowland Heights, CA (20 miles from Costa Mesa, CA)
- 15 hours ago
- Rowland Heights, CA (20 miles from Costa Mesa, CA)
- 15 hours ago
Personal Banker Department: Branch Operations FLSA Status: Full Time/ Non-Exempt Reports to: Team Leader Location/Branch: Various Seniority Level: Entry or Mid-Level Employment Type: Full Time Salary...
- Buena Park, CA (12 miles from Costa Mesa, CA)
- 15 hours ago
- Buena Park, CA (12 miles from Costa Mesa, CA)
- 15 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 - Certification Provided
- Fountain Valley, CA (3 miles from Costa Mesa, CA)
- 23 hours ago
- Fountain Valley, CA (3 miles from Costa Mesa, CA)
- 23 hours ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 16-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Cerritos, CA (16 miles from Costa Mesa, CA)
- 1 day ago
- Cerritos, CA (16 miles from Costa Mesa, 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....
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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....
- Lakewood, CA (17 miles from Costa Mesa, CA)
- 2 days ago
- Lakewood, CA (17 miles from Costa Mesa, CA)
- 2 days ago
cashing as needed....
- Irvine, CA (10 miles from Costa Mesa, CA)
- 2 days ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 2 days ago
About the Company: Northwestern Mutual is a 166-year-old, comprehensive, financial security firm. Today, we're focused on working with families, individuals, and small business owners on their...
- Irvine, CA (10 miles from Costa Mesa, CA)
- 2 days ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 2 days ago
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help...
Financial Advisor - No Experience Required
- East Irvine, CA (8 miles from Costa Mesa, CA)
- 7 days ago
- East Irvine, CA (8 miles from Costa Mesa, CA)
- 7 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...
- Santa Ana, CA (5 miles from Costa Mesa, CA)
- 9 days ago
- Santa Ana, CA (5 miles from Costa Mesa, CA)
- 9 days ago
Centralized Financial Adviser with Unlimited Earning Potential! At Orange County's Credit Union, we are a financial institution dedicated to serving our community. With over 85 years of...
- Orange, CA (8 miles from Costa Mesa, CA)
- 12 days ago
- Orange, CA (8 miles from Costa Mesa, CA)
- 12 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 (5 miles from Costa Mesa, CA)
- 12 days ago
- Huntington Beach, CA (5 miles from Costa Mesa, CA)
- 12 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 (24 miles from Costa Mesa, CA)
- 12 days ago
- Chino, CA (24 miles from Costa Mesa, CA)
- 12 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 (21 miles from Costa Mesa, CA)
- 14 days ago
- Chino Hills, CA (21 miles from Costa Mesa, CA)
- 14 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 (10 miles from Costa Mesa, CA)
- 15 days ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 15 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...
Demographic Data for Costa Mesa, CA
Moving to Costa Mesa, CA? Find some basic demographic data about Costa Mesa, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Costa Mesa, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Costa Mesa, 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
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- 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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