Personal Banker Jobs in East Irvine, CA
Financial Advisor - Certification Provided
- Fountain Valley, CA (11 miles from East Irvine, CA)
- 21 days ago
- Fountain Valley, CA (11 miles from East Irvine, CA)
- 21 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 19-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker Newland Center
- Huntington Beach, CA (13 miles from East Irvine, CA)
- 23 hours ago
- Huntington Beach, CA (13 miles from East Irvine, CA)
- 23 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....
- Orange, CA (9 miles from East Irvine, CA)
- 23 hours ago
- Orange, CA (9 miles from East Irvine, CA)
- 23 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....
- Corona, CA (17 miles from East Irvine, CA)
- 1 day ago
- Corona, CA (17 miles from East Irvine, CA)
- 1 day ago
Personal bankers also strive to build and maintain strong customer relationships to ensure customer satisfaction and loyalty....
- Laguna Hills, CA (5 miles from East Irvine, CA)
- 4 days ago
- Laguna Hills, CA (5 miles from East Irvine, CA)
- 4 days ago
This job posting is anticipated to remain open for 30 days, from 24-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Merrill Experienced Financial Advisor
- Newport Beach, CA (7 miles from East Irvine, CA)
- 4 days ago
- Newport Beach, CA (7 miles from East Irvine, CA)
- 4 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....
- Laguna Niguel, CA (9 miles from East Irvine, CA)
- 5 days ago
- Laguna Niguel, CA (9 miles from East Irvine, 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....
Financial Advisor - Career Change Opportunity
- Laguna Hills, CA (5 miles from East Irvine, CA)
- 5 days ago
- Laguna Hills, CA (5 miles from East Irvine, CA)
- 5 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 24-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Costa Mesa, CA (8 miles from East Irvine, CA)
- 6 days ago
- Costa Mesa, CA (8 miles from East Irvine, CA)
- 6 days ago
Junior Financial Advisor Location: Costa Mesa, CA Employment Type: Full-Time, Entry Level Are you an ambitious individual eager to grow in the financial services industry? We are seeking a Junior...
Personal Banker SAFE Act- Cerritos Branch
- Cerritos, CA (22 miles from East Irvine, CA)
- 9 days ago
- Cerritos, CA (22 miles from East Irvine, CA)
- 9 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....
Financial Advisor - No Experience Required
- Irvine, CA (5 miles from East Irvine, CA)
- 11 days ago
- Irvine, CA (5 miles from East Irvine, CA)
- 11 days ago
Financial Advisor - No Experience Required (Irvine) compensation: Commissions employment type: job title: Financial Advisor Interested in becoming a financial advisor but do not have experience?...
Private Client Banker - Huntington Beach Market - Huntington Beach CA
- Huntington Beach, CA (13 miles from East Irvine, CA)
- 13 days ago
- Huntington Beach, CA (13 miles from East Irvine, CA)
- 13 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...
Roving Personal Banker Foothills Orange County District
- Mission Viejo, CA (14 miles from East Irvine, CA)
- 15 days ago
- Mission Viejo, CA (14 miles from East Irvine, CA)
- 15 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....
Roving Personal Banker Central Inland Empire District
- Norco, CA (20 miles from East Irvine, CA)
- 15 days ago
- Norco, CA (20 miles from East Irvine, CA)
- 15 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....
JPMorgan Private Client Relationship Manager Irvine, CA
- Irvine, CA (5 miles from East Irvine, CA)
- 16 days ago
- Irvine, CA (5 miles from East Irvine, CA)
- 16 days ago
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships...
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in East Irvine, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in East Irvine, 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
- Dodd-Frank
- Account Opening
- Asset Allocation
- BSA
- Commercial Banking
- Nationwide Mortgage Licensing System & Registry
- Retail Banking
- Consumer Lending
- Account Maintenance
- Annuities
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Financial Services
- Financial Planning
- Fraud Investigation
- Compensation and Benefits
- Client Services
- Notary Public
- Customer Satisfaction
- Cash Handling
- Inbound/Outbound Calling
- Referrals
- Risk Management
- Relationship Management
- Customer Relations
- High School Diploma
- Retail
- Military Background
- Written Communication
- Listening
- Business Development
- Telephone Skills
- Coaching
- Flexibility
- Employee Development
- Reporting
- Regulations
- Sales
- Problem Solving
- Policy Development
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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