Personal Banker Jobs in Long Beach, CA
Personal Banker Valley Gateway
- Los Angeles, CA (10 miles from Long Beach, CA)
- 1 day ago
- Los Angeles, CA (10 miles from Long Beach, 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....
- Monterey Park, CA (16 miles from Long Beach, CA)
- 1 day ago
- Monterey Park, CA (16 miles from Long Beach, CA)
- 1 day ago
Edward Jones Financial Advisor in Monterey Park , California Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you....
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...
- Costa Mesa, CA (22 miles from Long Beach, CA)
- 1 day ago
- Costa Mesa, CA (22 miles from Long Beach, CA)
- 1 day ago
Overview Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They support the Client Partner and act as business owners for assigned...
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 (23 miles from Long Beach, CA)
- 3 days ago
- Orange, CA (23 miles from Long Beach, CA)
- 3 days ago
At Rhinebeck Bank, we are committed to providing exceptional financial services to our clients while fostering an environment where talented individuals can thrive. As part of our growing team,...
Financial Advisor - Costa Mesa
- Costa Mesa, CA (22 miles from Long Beach, CA)
- 4 days ago
- Costa Mesa, CA (22 miles from Long Beach, CA)
- 4 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...
Associate Bank Financial Advisor
- Cerritos, CA (10 miles from Long Beach, CA)
- 5 days ago
- Cerritos, CA (10 miles from Long Beach, CA)
- 5 days ago
Wells Fargo Associate Bank Financial Advisor in CERRITOS , California About this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part...
- El Segundo, CA (10 miles from Long Beach, CA)
- 11 days ago
- El Segundo, CA (10 miles from Long Beach, CA)
- 11 days ago
Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team...
- Los Angeles, CA (10 miles from Long Beach, CA)
- 18 days ago
- Los Angeles, CA (10 miles from Long Beach, CA)
- 18 days ago
Application Deadline: 04/10/2025 Address: 1733 Ocean Ave. Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to...
Merrill Experienced Financial Advisor
- Pasadena, CA (23 miles from Long Beach, CA)
- 90+ days ago
- Pasadena, CA (23 miles from Long Beach, CA)
- 90+ 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....
Private Client Banker - Westminster Mall - Westminster CA
- Westminster, CA (16 miles from Long Beach, CA)
- 5 days ago
- Westminster, CA (16 miles from Long Beach, CA)
- 5 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...
Merrill Team Financial Advisor
- Brea, CA (22 miles from Long Beach, CA)
- 5 days ago
- Brea, CA (22 miles from Long Beach, 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....
Personal Banker SAFE ACT - Glendale - Lexington Branch
- Glendale, CA (23 miles from Long Beach, CA)
- 5 days ago
- Glendale, CA (23 miles from Long Beach, CA)
- 5 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....
Director, Client Relationship Manager
- Los Angeles, CA (10 miles from Long Beach, CA)
- 6 days ago
- Los Angeles, CA (10 miles from Long Beach, CA)
- 6 days ago
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial...
Demographic Data for Long Beach, CA
Moving to Long Beach, CA? Find some basic demographic data about Long Beach, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Long Beach, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Long Beach, 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
- Asset Allocation
- Commercial Banking
- Annuities
- Private Banking
- Mutual Funds
- Retail Banking
- Consumer Lending
- BSA
- Nationwide Mortgage Licensing System & Registry
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Investment Banking
- Lending
- Client Relationships
- Investment Management
- Mortgage Processing
- Financial Planning
- Financial Services
- Fraud Investigation
- Compensation and Benefits
- Business Planning
- Notary Public
- Customer Satisfaction
- Media
- Referrals
- Networking
- General Office Duties
- Relationship Management
- Risk Management
- Implementation
- Customer Relations
- High School Diploma
- Business Development
- Retail
- Written Communication
- Military Background
- Flexibility
- Reporting
- Sales
- Coaching
- Employee Development
- Regulations
- Problem Solving
- Policy Development
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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