Personal Banker Jobs in Summerland, CA
Personal Banker Bilingual Ventura CA
- Wells Fargo
- Ventura, CA (15 miles from Summerland, CA)
- 11 days ago
- Ventura, CA (15 miles from Summerland, CA)
- 11 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....
In PersonFinancial Advisor Financial Advisor
- Edward Jones
- Ventura, CA (15 miles from Summerland, CA)
- 15 days ago
- Ventura, CA (15 miles from Summerland, CA)
- 15 days ago
Financial Advisor Edward Jones 3.8 ( ) Ventura, CA on company site Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports...
In PersonFinancial Advisor Trainee-Santa Barbara, CA
- Raymond James
- Santa Barbara, CA (6 miles from Summerland, CA)
- 30+ days ago
- Santa Barbara, CA (6 miles from Summerland, CA)
- 30+ days ago
Job Description Summary Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and...
In Person- Wells Fargo
- Santa Barbara, CA (6 miles from Summerland, CA)
- 30+ days ago
- Santa Barbara, CA (6 miles from Summerland, CA)
- 30+ 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....
In PersonFinancial Advisor - Ventura County
- Thrivent Financial for Lutherans
- Ventura, CA (15 miles from Summerland, CA)
- 90+ days ago
- Ventura, CA (15 miles from Summerland, 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 PersonDemographic Data for Summerland, CA
Moving to Summerland, CA? Find some basic demographic data about Summerland, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Summerland, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Summerland, 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
- Account Opening
- Dodd-Frank
- Asset Allocation
- Commercial Banking
- Mutual Funds
- Account Maintenance
- Nationwide Mortgage Licensing System & Registry
- Retail Banking
- Consumer Lending
- BSA
- Annuities
- Wealth Management
- Cross Selling
- Securities and Exchange Commission
- Lending
- Client Relationships
- Investment Management
- Financial Planning
- Fraud Investigation
- Financial Services
- Mortgage Processing
- Customer Support
- Customer Satisfaction
- Cash Handling
- Notary Public
- Referrals
- Closing
- Risk Management
- Retail
- Inbound/Outbound Calling
- Relationship Management
- High School Diploma
- Friendliness
- Written Communication
- Business Development
- Math
- Military Background
- Customer Relations
- Telephone Skills
- Coaching
- Investigation
- Reporting
- Flexibility
- Policy Development
- Sales
- Regulations
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
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