Personal Banker Jobs in Laguna Beach, CA
Financial Advisor - Certification Provided
- Fountain Valley, CA (14 miles from Laguna Beach, CA)
- 25 days ago
- Fountain Valley, CA (14 miles from Laguna Beach, CA)
- 25 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...
- Irvine, CA (14 miles from Laguna Beach, CA)
- 1 day ago
- Irvine, CA (14 miles from Laguna Beach, CA)
- 1 day ago
Thrivent Financial Advisor 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...
Personal Banker Bilingual Spanish Harbor Wilson
- Costa Mesa, CA (11 miles from Laguna Beach, CA)
- 2 days ago
- Costa Mesa, CA (11 miles from Laguna 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....
Personal Banker SAFE Act Irvine Branch
- Irvine, CA (14 miles from Laguna Beach, CA)
- 2 days ago
- Irvine, CA (14 miles from Laguna Beach, CA)
- 2 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....
Personal Banker Newland Center
- Huntington Beach, CA (16 miles from Laguna Beach, CA)
- 4 days ago
- Huntington Beach, CA (16 miles from Laguna Beach, CA)
- 4 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....
- Orange, CA (17 miles from Laguna Beach, CA)
- 4 days ago
- Orange, CA (17 miles from Laguna Beach, CA)
- 4 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....
- Laguna Hills, CA (5 miles from Laguna Beach, CA)
- 7 days ago
- Laguna Hills, CA (5 miles from Laguna Beach, CA)
- 7 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 (4 miles from Laguna Beach, CA)
- 7 days ago
- Newport Beach, CA (4 miles from Laguna Beach, CA)
- 7 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....
Financial Advisor - Career Change Opportunity
- Laguna Hills, CA (5 miles from Laguna Beach, CA)
- 9 days ago
- Laguna Hills, CA (5 miles from Laguna Beach, CA)
- 9 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...
Financial Advisor - No Experience Required
- Irvine, CA (14 miles from Laguna Beach, CA)
- 15 days ago
- Irvine, CA (14 miles from Laguna Beach, CA)
- 15 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 (16 miles from Laguna Beach, CA)
- 16 days ago
- Huntington Beach, CA (16 miles from Laguna Beach, CA)
- 16 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...
JPMorgan Private Client Relationship Manager Irvine, CA
- Irvine, CA (14 miles from Laguna Beach, CA)
- 20 days ago
- Irvine, CA (14 miles from Laguna Beach, CA)
- 20 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 SAFE Act- Fountain Valley Branch
- Fountain Valley, CA (14 miles from Laguna Beach, CA)
- 20 days ago
- Fountain Valley, CA (14 miles from Laguna Beach, 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....
- Orange, CA (17 miles from Laguna Beach, CA)
- 30+ days ago
- Orange, CA (17 miles from Laguna Beach, CA)
- 30+ days ago
At Rhinebeck Bank, we are committed to providing exceptional financial services to our clients while fostering an environment where talented individuals can thrive. As part of our growing team,...
Commercial Business and Financial Services Officer - Onsite
- Huntington Beach, CA (16 miles from Laguna Beach, CA)
- 30+ days ago
- Huntington Beach, CA (16 miles from Laguna Beach, CA)
- 30+ days ago
Location: Huntington Beach, US-CA Rate: 26.8 Type: Permanent Commercial Business and Financial Services Officer - Onsite The Commercial & Business Financial Services Officer primary role is to...
Demographic Data for Laguna Beach, CA
Moving to Laguna Beach, CA? Find some basic demographic data about Laguna Beach, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Laguna Beach, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Laguna 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
- Dodd-Frank
- Account Opening
- Asset Allocation
- BSA
- Nationwide Mortgage Licensing System & Registry
- Private Banking
- 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
- 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
- Interpersonal Skills
- Coaching
- Flexibility
- Employee Development
- Reporting
- Regulations
- Sales
- Problem Solving
- Policy Development
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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