Personal Banker Jobs in Oxnard, 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 - Ventura County Credit Union
- Moorpark, CA (18 miles from Oxnard, CA)
- 1 day ago
- Moorpark, CA (18 miles from Oxnard, CA)
- 1 day ago
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Ventura County...
- Westlake Village, CA (20 miles from Oxnard, CA)
- 1 day ago
- Westlake Village, CA (20 miles from Oxnard, CA)
- 1 day ago
Unlock Your Potential as a Financial Advisor in Westlake Village, CA Are you a seasoned financial professional ready to elevate your career? Imagine focusing solely on what you do best-engaging...
- Westlake Village, CA (20 miles from Oxnard, CA)
- 2 days ago
- Westlake Village, CA (20 miles from Oxnard, CA)
- 2 days ago
Financial Professional Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If the answer is yes, consider becoming an...
- Camarillo, CA (6 miles from Oxnard, CA)
- 2 days ago
- Camarillo, CA (6 miles from Oxnard, 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....
Financial Advisor - Certification Provided
- Ventura, CA (12 miles from Oxnard, CA)
- 3 days ago
- Ventura, CA (12 miles from Oxnard, CA)
- 3 days ago
Financial Advisor - Certification Provided Edward Jones 3.8 (16) Ventura, CA Why you should apply for a job to Edward Jones: 63% say women are treated fairly and equally to men 73% say the CEO...
Edward Jones Financial Advisor - Paid Training Provided in Oxnard , California Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right...
Personal Banker Port Hueneme Bilingual Spanish
- Port Hueneme, CA (4 miles from Oxnard, CA)
- 7 days ago
- Port Hueneme, CA (4 miles from Oxnard, CA)
- 7 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 Ponderosa & Las Posas Bilingual Spanish
- Camarillo, CA (6 miles from Oxnard, CA)
- 14 days ago
- Camarillo, CA (6 miles from Oxnard, CA)
- 14 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....
- Ventura, CA (12 miles from Oxnard, CA)
- 30+ days ago
- Ventura, CA (12 miles from Oxnard, CA)
- 30+ 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...
Merrill Experienced Financial Advisor
- Westlake Village, CA (20 miles from Oxnard, CA)
- 90+ days ago
- Westlake Village, CA (20 miles from Oxnard, 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 Oxnard, CA
Moving to Oxnard, CA? Find some basic demographic data about Oxnard, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Oxnard, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Oxnard, 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
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