Personal Banker Jobs in Yorba Linda, CA
Financial Advisor - Certification Provided
- Fountain Valley, CA (14 miles from Yorba Linda, CA)
- 22 days ago
- Fountain Valley, CA (14 miles from Yorba Linda, CA)
- 22 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 Bilingual Spanish Harbor Wilson
- Costa Mesa, CA (15 miles from Yorba Linda, CA)
- 9 hours ago
- Costa Mesa, CA (15 miles from Yorba Linda, CA)
- 9 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....
Personal Banker SAFE Act Irvine Branch
- Irvine, CA (10 miles from Yorba Linda, CA)
- 9 hours ago
- Irvine, CA (10 miles from Yorba Linda, CA)
- 9 hours 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 Yorba Linda, CA)
- 1 day ago
- Huntington Beach, CA (16 miles from Yorba Linda, CA)
- 1 day 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 (7 miles from Yorba Linda, CA)
- 1 day ago
- Orange, CA (7 miles from Yorba Linda, CA)
- 1 day 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 Rancho Cucamonga
- Rancho Cucamonga, CA (21 miles from Yorba Linda, CA)
- 1 day ago
- Rancho Cucamonga, CA (21 miles from Yorba Linda, CA)
- 1 day 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 - Los Angeles Central Area
- Bell Gardens, CA (23 miles from Yorba Linda, CA)
- 2 days ago
- Bell Gardens, CA (23 miles from Yorba Linda, 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....
- Corona, CA (13 miles from Yorba Linda, CA)
- 2 days ago
- Corona, CA (13 miles from Yorba Linda, CA)
- 2 days ago
Personal bankers also strive to build and maintain strong customer relationships to ensure customer satisfaction and loyalty....
- Laguna Hills, CA (19 miles from Yorba Linda, CA)
- 5 days ago
- Laguna Hills, CA (19 miles from Yorba Linda, CA)
- 5 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 (20 miles from Yorba Linda, CA)
- 5 days ago
- Newport Beach, CA (20 miles from Yorba Linda, CA)
- 5 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 (19 miles from Yorba Linda, CA)
- 6 days ago
- Laguna Hills, CA (19 miles from Yorba Linda, CA)
- 6 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 (15 miles from Yorba Linda, CA)
- 7 days ago
- Costa Mesa, CA (15 miles from Yorba Linda, CA)
- 7 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...
Financial Services Officer - Hacienda Heights
- Hacienda Heights, CA (13 miles from Yorba Linda, CA)
- 8 days ago
- Hacienda Heights, CA (13 miles from Yorba Linda, CA)
- 8 days ago
Financial Services Officer - Hacienda Heights Banc of California - 2.9 Hacienda Heights, CA Job Details Full-time $20.67 - $28.13 an hour 15 hours ago Benefits Paid parental leave Health savings...
Personal Banker SAFE Act- Cerritos Branch
- Cerritos, CA (15 miles from Yorba Linda, CA)
- 10 days ago
- Cerritos, CA (15 miles from Yorba Linda, CA)
- 10 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 (10 miles from Yorba Linda, CA)
- 12 days ago
- Irvine, CA (10 miles from Yorba Linda, CA)
- 12 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?...
Demographic Data for Yorba Linda, CA
Moving to Yorba Linda, CA? Find some basic demographic data about Yorba Linda, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Yorba Linda, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Yorba Linda, 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
- Interpersonal Skills
- Coaching
- Flexibility
- Employee Development
- Reporting
- Regulations
- Sales
- Problem Solving
- Policy Development
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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