Personal Banker Jobs in Oceanside, 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.
Personal Banker - Mission Viejo Marketplace
- Mission Viejo, CA (22 miles from Oceanside, CA)
- moments ago
- Mission Viejo, CA (22 miles from Oceanside, CA)
- moments 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....
- Temecula, CA (15 miles from Oceanside, CA)
- 2 days ago
- Temecula, CA (15 miles from Oceanside, CA)
- 2 days ago
As a Personal Banker in a Universal Branch, you will strengthen customer relationships with a defined sales process....
Private Client Banker - Carlsbad Village Branch - Carlsbad, CA
- Carlsbad, CA (11 miles from Oceanside, CA)
- 3 days ago
- Carlsbad, CA (11 miles from Oceanside, 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...
- Encinitas, CA (19 miles from Oceanside, CA)
- 8 days ago
- Encinitas, CA (19 miles from Oceanside, 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....
- Del Mar, CA (24 miles from Oceanside, CA)
- 11 days ago
- Del Mar, CA (24 miles from Oceanside, CA)
- 11 days ago
Personal Banker Associate I Fifth Third Bank Boca Del Mar, United States Posted 21 hours ago Permanent Competitive Personal Banker Associate I Fifth Third Bank Boca Del Mar, United States Personal Banker...
- San Marcos, CA (12 miles from Oceanside, CA)
- 45+ days ago
- San Marcos, CA (12 miles from Oceanside, CA)
- 45+ days ago
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 long-term...
Financial Advisor - Temecula and Surrounding Areas
- Temecula, CA (15 miles from Oceanside, CA)
- 30+ days ago
- Temecula, CA (15 miles from Oceanside, CA)
- 30+ days 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...
- Carlsbad, CA (11 miles from Oceanside, CA)
- 45+ days ago
- Carlsbad, CA (11 miles from Oceanside, CA)
- 45+ days ago
management acumen, judgment, and experience Extensive knowledge in financial planning analysis and modeling specifically for clients Lead Financial Advisor Job Description Support the discovery and...
- Vista, CA (11 miles from Oceanside, CA)
- 60+ days ago
- Vista, CA (11 miles from Oceanside, CA)
- 60+ days ago
As a Personal Banker in a Universal Branch, you will strengthen customer relationships with a defined sales process....
Demographic Data for Oceanside, CA
Moving to Oceanside, CA? Find some basic demographic data about Oceanside, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Oceanside, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Oceanside, 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
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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