Personal Banker Jobs in Castaic, CA
Personal Banker Bilingual Spanish
- Wells Fargo
- Reseda, CA (19 miles from Castaic, CA)
- 19 hours ago
- Reseda, CA (19 miles from Castaic, CA)
- 19 hours ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch....
In PersonPersonal Banker SAFE Act, Porter Ranch Branch
- Citigroup
- Northridge, CA (17 miles from Castaic, CA)
- 1 day ago
- Northridge, CA (17 miles from Castaic, CA)
- 1 day 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....
In PersonPrivate Client Banker - Valencia Main - Valencia, CA
- JP Morgan Chase Company
- Santa Clarita, CA
- 4 days ago
- Santa Clarita, CA
- 4 days ago
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
In PersonPrivate Client Banker - Valencia Main - Valencia, CA
- JP Morgan
- Valencia, CA (2 miles from Castaic, CA)
- 5 days ago
- Valencia, CA (2 miles from Castaic, CA)
- 5 days ago
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
In PersonBusiness Banking Consultant Senior
- JP Morgan
- Van Nuys, CA (22 miles from Castaic, CA)
- 5 days ago
- Van Nuys, CA (22 miles from Castaic, CA)
- 5 days ago
Build collaborative relationships with partners across Chase, including Branches, Home Lending, Chase Wealth Management, and Merchant and Card Services, to provide our clients the best solutions for...
In Person- PNC Bank NA
- Stevenson Ranch, CA (8 miles from Castaic, CA)
- 11 days ago
- Stevenson Ranch, CA (8 miles from Castaic, CA)
- 11 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions....
In PersonPersonal Banker SAFE Act, San Fernando Glendale Area, Officer
- Citigroup
- San Fernando, CA (16 miles from Castaic, CA)
- 16 days ago
- San Fernando, CA (16 miles from Castaic, CA)
- 16 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....
In PersonPersonal Banker SAFE Act, North Hollywood Victory Branch, Officer
- Citigroup
- North Hollywood, CA (24 miles from Castaic, CA)
- 20 days ago
- North Hollywood, CA (24 miles from Castaic, CA)
- 20 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....
In PersonFinancial Advisor - Santa Clarita Valley and Surrounding Areas
- Thrivent Financial for Lutherans
- San Fernando, CA (16 miles from Castaic, CA)
- 90+ days ago
- San Fernando, CA (16 miles from Castaic, CA)
- 90+ 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...
In Person- Foundation Risk Partners
- Valencia, CA (2 miles from Castaic, CA)
- 90+ days ago
- Valencia, CA (2 miles from Castaic, CA)
- 90+ days ago
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Financial Advisor to their LBW team in Valencia, CA. This is a hybrid role....
HybridMerrill Experienced Financial Advisor
- Bank of America Corporation
- Santa Clarita, CA
- 90+ days ago
- Santa Clarita, 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...
In PersonDemographic Data for Castaic, CA
Moving to Castaic, CA? Find some basic demographic data about Castaic, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Castaic, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Castaic, 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
- Private Banking
- Dodd-Frank
- Asset Allocation
- Commercial Banking
- Nationwide Mortgage Licensing System & Registry
- Securities and Exchange Commission
- Mutual Funds
- Retail Banking
- Know Your Customer
- Wealth Management
- Account Maintenance
- Investment Banking
- Cross Selling
- Investment Management
- Lending
- Financial Planning
- Client Relationships
- Compensation and Benefits
- Mortgage Processing
- Prospecting
- Financial Services
- Client Services
- Acquisitions
- Customer Satisfaction
- Notary Public
- Referrals
- Written Communication
- Risk Management
- Retail
- Inbound/Outbound Calling
- Relationship Management
- Networking
- High School Diploma
- Military Background
- Business Development
- Listening
- Customer Relations
- Coaching
- Reporting
- Policy Development
- Flexibility
- Sales
- Regulations
- Problem Solving
- Scheduling
- Customer Service
- Leadership
- Communication Skills
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