Personal Banker Jobs in Aliso Viejo, CA
Financial Advisor - Certification Provided
- Fountain Valley, CA (15 miles from Aliso Viejo, CA)
- 15 days ago
- Fountain Valley, CA (15 miles from Aliso Viejo, CA)
- 15 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...
Bilingual Personal Banker San Juan Capistrano
- San Juan Capistrano, CA (9 miles from Aliso Viejo, CA)
- 2 days ago
- San Juan Capistrano, CA (9 miles from Aliso Viejo, 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 Coastal Orange County
- Santa Ana, CA (13 miles from Aliso Viejo, CA)
- 5 days ago
- Santa Ana, CA (13 miles from Aliso Viejo, 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 - No Experience Required
- Irvine, CA (10 miles from Aliso Viejo, CA)
- 5 days ago
- Irvine, CA (10 miles from Aliso Viejo, CA)
- 5 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 (18 miles from Aliso Viejo, CA)
- 7 days ago
- Huntington Beach, CA (18 miles from Aliso Viejo, CA)
- 7 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 (9 miles from Aliso Viejo, CA)
- 9 days ago
- Mission Viejo, CA (9 miles from Aliso Viejo, CA)
- 9 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 (24 miles from Aliso Viejo, CA)
- 9 days ago
- Norco, CA (24 miles from Aliso Viejo, CA)
- 9 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....
- Placentia, CA (21 miles from Aliso Viejo, CA)
- 9 days ago
- Placentia, CA (21 miles from Aliso Viejo, CA)
- 9 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....
JPMorgan Private Client Relationship Manager Irvine, CA
- Irvine, CA (10 miles from Aliso Viejo, CA)
- 10 days ago
- Irvine, CA (10 miles from Aliso Viejo, CA)
- 10 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 (15 miles from Aliso Viejo, CA)
- 10 days ago
- Fountain Valley, CA (15 miles from Aliso Viejo, 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....
Roving Personal Banker Inland Orange County District
- Huntington Beach, CA (18 miles from Aliso Viejo, CA)
- 11 days ago
- Huntington Beach, CA (18 miles from Aliso Viejo, CA)
- 11 days ago
Roving Personal Banker Inland Orange County District 3.6 3.6 out of 5 stars Huntington Beach, CA About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch...
- Santa Ana, CA (13 miles from Aliso Viejo, CA)
- 23 days ago
- Santa Ana, CA (13 miles from Aliso Viejo, CA)
- 23 days ago
Centralized Financial Adviser with Unlimited Earning Potential! At Orange County's Credit Union, we are a financial institution dedicated to serving our community. With over 85 years of...
Commercial Business and Financial Services Officer - Onsite
- Huntington Beach, CA (18 miles from Aliso Viejo, CA)
- 27 days ago
- Huntington Beach, CA (18 miles from Aliso Viejo, CA)
- 27 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...
Personal Banker SAFE Act- Chino Hills Branch
- Chino Hills, CA (24 miles from Aliso Viejo, CA)
- 29 days ago
- Chino Hills, CA (24 miles from Aliso Viejo, CA)
- 29 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 SAFE Act Costa Mesa Harbor Branch
- Costa Mesa, CA (12 miles from Aliso Viejo, CA)
- 30+ days ago
- Costa Mesa, CA (12 miles from Aliso Viejo, CA)
- 30+ 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....
Demographic Data for Aliso Viejo, CA
Moving to Aliso Viejo, CA? Find some basic demographic data about Aliso Viejo, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Aliso Viejo, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Aliso Viejo, 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
- Private Banking
- Mutual Funds
- Treasury
- Retail Banking
- Consumer Lending
- Account Maintenance
- Annuities
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Lending
- Mortgage Processing
- Client Relationships
- 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
- Retail
- High School Diploma
- Military Background
- Written Communication
- Listening
- Business Development
- Negotiation
- Investigation
- Telephone Skills
- Flexibility
- Coaching
- Reporting
- Regulations
- Sales
- Problem Solving
- Policy Development
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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