Personal Banker Jobs in Huntington Beach, 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.
- Chino Hills, CA (22 miles from Huntington Beach, CA)
- 4 hours ago
- Chino Hills, CA (22 miles from Huntington Beach, CA)
- 4 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 South El Monte
- South El Monte, CA (23 miles from Huntington Beach, CA)
- 4 hours ago
- South El Monte, CA (23 miles from Huntington Beach, CA)
- 4 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....
Roving Personal Banker Foothills Orange County District
- Tustin, CA (10 miles from Huntington Beach, CA)
- 4 hours ago
- Tustin, CA (10 miles from Huntington Beach, CA)
- 4 hours 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....
- Los Angeles, CA (23 miles from Huntington Beach, CA)
- 4 hours ago
- Los Angeles, CA (23 miles from Huntington Beach, CA)
- 4 hours ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for Branch Banking as part of the Consumer and Small Business Banking division....
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Personal Banker Orange North Tustin
- Orange, CA (10 miles from Huntington Beach, CA)
- 4 hours ago
- Orange, CA (10 miles from Huntington Beach, CA)
- 4 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....
Roving Personal Banker Inland Orange County District
- Huntington Beach, CA
- 1 day ago
- Huntington Beach, CA
- 1 day ago
Roving Personal Banker Inland Orange County District 3.6 3.6 out of 5 stars Huntington Beach, CA About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch...
- Newport Beach, CA (12 miles from Huntington Beach, CA)
- 1 day ago
- Newport Beach, CA (12 miles from Huntington Beach, CA)
- 1 day ago
Capstone Partners Financial firm strives to deliver personalized investment solutions to help clients work toward their long-term financial goals, with risk and wealth management protection....
Roving Personal Banker West Los Angeles District
- Los Angeles, CA (23 miles from Huntington Beach, CA)
- 2 days ago
- Los Angeles, CA (23 miles from Huntington Beach, 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....
Private Client Banker - Olympic & Normandie - Los Angeles, CA
- Los Angeles, CA (23 miles from Huntington Beach, CA)
- 3 days ago
- Los Angeles, CA (23 miles from Huntington Beach, CA)
- 3 days ago
JobID: 210622087 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-05-09T18:34:31+00:00 JobShift: Day Base Pay/Salary: Los Angeles,CA $22.50-$30.29 You have a passion for...
- La Habra, CA (16 miles from Huntington Beach, CA)
- 3 days ago
- La Habra, CA (16 miles from Huntington Beach, CA)
- 3 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 Hawthorne Main
- Hawthorne, CA (24 miles from Huntington Beach, CA)
- 3 days ago
- Hawthorne, CA (24 miles from Huntington Beach, CA)
- 3 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....
- Rowland Heights, CA (19 miles from Huntington Beach, CA)
- 4 days ago
- Rowland Heights, CA (19 miles from Huntington Beach, CA)
- 4 days 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...
Financial Advisor - Certification Provided
- Huntington Beach, CA
- 5 days ago
- Huntington Beach, CA
- 5 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 23-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Roving Personal Banker Torrance Coastal District
- Rolling Hills Estates, CA (22 miles from Huntington Beach, CA)
- 5 days ago
- Rolling Hills Estates, CA (22 miles from Huntington Beach, CA)
- 5 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....
Personal Banker Coastal Orange County
- Costa Mesa, CA (5 miles from Huntington Beach, CA)
- 5 days ago
- Costa Mesa, CA (5 miles from Huntington Beach, CA)
- 5 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....
Demographic Data for Huntington Beach, CA
Moving to Huntington Beach, CA? Find some basic demographic data about Huntington Beach, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Huntington Beach, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Huntington Beach, 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
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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