Personal Banker Jobs in Thousand Oaks, CA
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....
- Oxnard, CA (15 miles from Thousand Oaks, CA)
- 4 days ago
- Oxnard, CA (15 miles from Thousand Oaks, CA)
- 4 days ago
This job posting is anticipated to remain open for 30 days, from 22-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor - Paid Training Provided
- Oxnard, CA (15 miles from Thousand Oaks, CA)
- 5 days ago
- Oxnard, CA (15 miles from Thousand Oaks, CA)
- 5 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 22-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
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...
- Van Nuys, CA (22 miles from Thousand Oaks, CA)
- 27 days ago
- Van Nuys, CA (22 miles from Thousand Oaks, CA)
- 27 days ago
Financial Advisor Type: Full-time Client location: Encino, CA Work location: Remote Were seeking an experienced Financial Advisor with a portable book of business ($20M+ AUM) who is ready to grow...
Merrill Experienced Financial Advisor
- Westlake Village, CA (4 miles from Thousand Oaks, CA)
- 60+ days ago
- Westlake Village, CA (4 miles from Thousand Oaks, CA)
- 60+ 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 - Ventura County
- Oxnard, CA (15 miles from Thousand Oaks, CA)
- 90+ days ago
- Oxnard, CA (15 miles from Thousand Oaks, 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...
Financial Advisor - Ventura County Credit Union
- Moorpark, CA (7 miles from Thousand Oaks, CA)
- 90+ days ago
- Moorpark, CA (7 miles from Thousand Oaks, CA)
- 90+ days 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...
Demographic Data for Thousand Oaks, CA
Moving to Thousand Oaks, CA? Find some basic demographic data about Thousand Oaks, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Thousand Oaks, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Thousand Oaks, 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
- Commercial Banking
- Nationwide Mortgage Licensing System & Registry
- Mutual Funds
- Retail Banking
- Consumer Lending
- Account Maintenance
- BSA
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Financial Services
- Financial Planning
- Fraud Investigation
- Consultative Sales
- Compensation and Benefits
- Business Planning
- Customer Satisfaction
- Notary Public
- Cash Handling
- Referrals
- Inbound/Outbound Calling
- Relationship Management
- Closing
- Risk Management
- Retail
- Written Communication
- Customer Relations
- Military Background
- High School Diploma
- Business Development
- Math
- Interpersonal Skills
- Telephone Skills
- Reporting
- Flexibility
- Policy Development
- Coaching
- Problem Solving
- Regulations
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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