Personal Banker Jobs in Fullerton, CA
Financial Advisor - Certification Provided
- Fountain Valley, CA (11 miles from Fullerton, CA)
- 20 days ago
- Fountain Valley, CA (11 miles from Fullerton, CA)
- 20 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...
- Los Angeles, CA (21 miles from Fullerton, CA)
- 8 hours ago
- Los Angeles, CA (21 miles from Fullerton, CA)
- 8 hours ago
Client Relationship Manager - CRM - Los Angeles, CA - Digitech Los Angeles, California Hybrid Job Description Overview Summary: The Client Relationship Manager is primarily a Brand Ambassador for...
Personal Banker SAFE Act - Los Angeles Central Area
- Los Angeles, CA (21 miles from Fullerton, CA)
- 23 hours ago
- Los Angeles, CA (21 miles from Fullerton, CA)
- 23 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....
Merrill Team Financial Advisor
- Pasadena, CA (23 miles from Fullerton, CA)
- 1 day ago
- Pasadena, CA (23 miles from Fullerton, CA)
- 1 day 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
- Covina, CA (15 miles from Fullerton, CA)
- 2 days ago
- Covina, CA (15 miles from Fullerton, CA)
- 2 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 07-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Laguna Hills, CA (20 miles from Fullerton, CA)
- 2 days ago
- Laguna Hills, CA (20 miles from Fullerton, CA)
- 2 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
- Los Angeles, CA (21 miles from Fullerton, CA)
- 2 days ago
- Los Angeles, CA (21 miles from Fullerton, CA)
- 2 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....
- Los Angeles, CA (21 miles from Fullerton, CA)
- 3 days ago
- Los Angeles, CA (21 miles from Fullerton, CA)
- 3 days ago
Job Responsibilities The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold....
Personal Banker Associate I - DeNovo - Hampton Cove (Huntsville, AL)
- Los Angeles, CA (21 miles from Fullerton, CA)
- 3 days ago
- Los Angeles, CA (21 miles from Fullerton, CA)
- 3 days ago
Banker job family....
- Los Angeles, CA (21 miles from Fullerton, CA)
- 3 days ago
- Los Angeles, CA (21 miles from Fullerton, CA)
- 3 days ago
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a...
Financial Advisor / Sales Opportunity
- Los Angeles, CA (21 miles from Fullerton, CA)
- 3 days ago
- Los Angeles, CA (21 miles from Fullerton, CA)
- 3 days ago
Unlimited Impact, Uncapped Income, and Independence YOUR CAREER WITH NORTHWESTERN MUTUAL At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover...
- Los Angeles, CA (21 miles from Fullerton, CA)
- 3 days ago
- Los Angeles, CA (21 miles from Fullerton, CA)
- 3 days ago
Are you ready for a new opportunity or a career in financial services where you experience growth and transfer your experience to a fulfilling career and business? You will be provided the tools...
Remote WorkPersonal Banker Bilingual Spanish Van Nuys
- Los Angeles, CA (21 miles from Fullerton, CA)
- 3 days ago
- Los Angeles, CA (21 miles from Fullerton, CA)
- 3 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 Niguel, CA (23 miles from Fullerton, CA)
- 3 days ago
- Laguna Niguel, CA (23 miles from Fullerton, CA)
- 3 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....
- Costa Mesa, CA (13 miles from Fullerton, CA)
- 4 days ago
- Costa Mesa, CA (13 miles from Fullerton, CA)
- 4 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...
Demographic Data for Fullerton, CA
Moving to Fullerton, CA? Find some basic demographic data about Fullerton, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Fullerton, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Fullerton, 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
- Retail Banking
- Consumer Lending
- Account Maintenance
- Annuities
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Lending
- Investment Management
- Mortgage Processing
- Client Relationships
- 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
- Retail
- High School Diploma
- Military Background
- Written Communication
- Listening
- Business Development
- Telephone Skills
- Coaching
- Flexibility
- Employee Development
- Reporting
- Regulations
- Sales
- Problem Solving
- Policy Development
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills