Personal Banker Jobs in Dana Point, 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.
- Irvine, CA (20 miles from Dana Point, CA)
- 1 day ago
- Irvine, CA (20 miles from Dana Point, CA)
- 1 day 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 (20 miles from Dana Point, CA)
- 1 day ago
- Irvine, CA (20 miles from Dana Point, CA)
- 1 day 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 (13 miles from Dana Point, CA)
- 1 day ago
- Newport Beach, CA (13 miles from Dana Point, CA)
- 1 day 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...
- Mission Viejo, CA (10 miles from Dana Point, CA)
- 4 days ago
- Mission Viejo, CA (10 miles from Dana Point, CA)
- 4 days ago
If youre looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial...
- Newport Beach, CA (13 miles from Dana Point, CA)
- 7 days ago
- Newport Beach, CA (13 miles from Dana Point, CA)
- 7 days ago
un Client Relationship Manager (Newport Beach, CA) Probitas Financial 1500 Quail Street compensation: Competitive Salary commensurate with education and experience employment type: experience...
Financial Advisor - Career Change Opportunity
- Costa Mesa, CA (20 miles from Dana Point, CA)
- 8 days ago
- Costa Mesa, CA (20 miles from Dana Point, CA)
- 8 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...
Personal Banker Coastal OC District
- Newport Beach, CA (13 miles from Dana Point, CA)
- 8 days ago
- Newport Beach, CA (13 miles from Dana Point, CA)
- 8 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....
- Costa Mesa, CA (20 miles from Dana Point, CA)
- 9 days ago
- Costa Mesa, CA (20 miles from Dana Point, CA)
- 9 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...
- Irvine, CA (20 miles from Dana Point, CA)
- 17 days ago
- Irvine, CA (20 miles from Dana Point, CA)
- 17 days ago
FINANCIAL ADVISOR SENIOR WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business...
Private Client Relationship Manager Orange County, CA
- Newport Beach, CA (13 miles from Dana Point, CA)
- 20 days ago
- Newport Beach, CA (13 miles from Dana Point, CA)
- 20 days ago
Id : 210547472, Title : Private Client Relationship Manager - Orange County, CA, Category : Relationship Manager, RequisitionType : Professional, JobGrade : null, RequisitionId : ...710,...
- Newport Beach, CA (13 miles from Dana Point, CA)
- 30+ days ago
- Newport Beach, CA (13 miles from Dana Point, CA)
- 30+ days ago
Serves as a mentor to fellow Personal Bankers, offering guidance, encouragement and direction as needed. 13....
- Newport Beach, CA (13 miles from Dana Point, CA)
- 45+ days ago
- Newport Beach, CA (13 miles from Dana Point, CA)
- 45+ days ago
Job Description: Are you tired of large institutions whose values and ethics have gone down the drain? A great company should be founded and built upon mutual understanding, trust, collaboration,...
Financial Advisor - RIA Firm - Irvine, CA
- Irvine, CA (20 miles from Dana Point, CA)
- 60+ days ago
- Irvine, CA (20 miles from Dana Point, CA)
- 60+ 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,...
Merrill Experienced Financial Advisor
- Newport Beach, CA (13 miles from Dana Point, CA)
- 90+ days ago
- Newport Beach, CA (13 miles from Dana Point, CA)
- 90+ 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. Merrill...
Demographic Data for Dana Point, CA
Moving to Dana Point, CA? Find some basic demographic data about Dana Point, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Dana Point, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Dana Point, 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
- 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
Other Career Titles
Here are some other career titles that require similar skills
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