Personal Banker Jobs in Placentia, CA
- Covina, CA (15 miles from Placentia, CA)
- 1 hour ago
- Covina, CA (15 miles from Placentia, CA)
- 1 hour ago
This job posting is anticipated to remain open for 30 days, from 09-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Administrative Assistant to Financial Advisor/Owner
- Chino, CA (12 miles from Placentia, CA)
- 6 hours ago
- Chino, CA (12 miles from Placentia, CA)
- 6 hours ago
Immediate Opening Financial planning office in need of a friendly sociable person to assist the owner and son with daily administrative tasks and office management. A positive attitude, good...
Private Client Banker - Topanga Canyon - Canoga Park, CA
- Los Angeles, CA (23 miles from Placentia, CA)
- 22 hours ago
- Los Angeles, CA (23 miles from Placentia, CA)
- 22 hours ago
Private Client Banker - Topanga Canyon - Canoga Park, CA Canoga Park, CA, United States JOB INFORMATION Job Identification 210614967 Job Category Private Client Bankers Business Unit Consumer &...
Personal Banker SAFE Act - North Hills Branch
- Los Angeles, CA (23 miles from Placentia, CA)
- 1 day ago
- Los Angeles, CA (23 miles from Placentia, CA)
- 1 day 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 - Tustin Ranch Branch
- Tustin, CA (10 miles from Placentia, CA)
- 2 days ago
- Tustin, CA (10 miles from Placentia, 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....
Private Client Banker - San Gabriel Market - Temple City, CA
- Temple City, CA (19 miles from Placentia, CA)
- 3 days ago
- Temple City, CA (19 miles from Placentia, CA)
- 3 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...
Personal Banker SAFE Act- Irvine Branch
- Irvine, CA (11 miles from Placentia, CA)
- 3 days ago
- Irvine, CA (11 miles from Placentia, CA)
- 3 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....
Private Client Relationship Manager
- Irvine, CA (11 miles from Placentia, CA)
- 5 days ago
- Irvine, CA (11 miles from Placentia, CA)
- 5 days ago
This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 3 days per week at one of our following office locations: Santa Rosa, CA, Irvine, CA, Roseville,...
Associate Private Client Financial Advisor
- Pasadena, CA (24 miles from Placentia, CA)
- 6 days ago
- Pasadena, CA (24 miles from Placentia, CA)
- 6 days ago
About this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of...
Personal Banker SAFE Act- Westchester Branch
- Los Angeles, CA (23 miles from Placentia, CA)
- 6 days ago
- Los Angeles, CA (23 miles from Placentia, CA)
- 6 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 - Pacific Palisades Branch
- Los Angeles, CA (23 miles from Placentia, CA)
- 10 days ago
- Los Angeles, CA (23 miles from Placentia, 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....
Private Client Banker - Southbay Pavilion - Carson, CA
- Carson, CA (23 miles from Placentia, CA)
- 12 days ago
- Carson, CA (23 miles from Placentia, CA)
- 12 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...
- Costa Mesa, CA (14 miles from Placentia, CA)
- 13 days ago
- Costa Mesa, CA (14 miles from Placentia, CA)
- 13 days 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...
- Orange, CA (6 miles from Placentia, CA)
- 14 days ago
- Orange, CA (6 miles from Placentia, CA)
- 14 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,...
- Irvine, CA (11 miles from Placentia, CA)
- 15 days ago
- Irvine, CA (11 miles from Placentia, CA)
- 15 days ago
Who you are: Minimum three to five years experience as a Personal Banker or equivalent experience in a fast paced, ever changing environment....
Demographic Data for Placentia, CA
Moving to Placentia, CA? Find some basic demographic data about Placentia, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Placentia, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Placentia, 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
- Annuities
- Commercial Banking
- Nationwide Mortgage Licensing System & Registry
- Private Banking
- Mutual Funds
- Retail Banking
- Consumer Lending
- BSA
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Lending
- Client Relationships
- Mortgage Processing
- Financial Planning
- Financial Services
- Fraud Investigation
- Compensation and Benefits
- Business Planning
- Notary Public
- Customer Satisfaction
- Cash Handling
- Media
- Referrals
- Networking
- General Office Duties
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Implementation
- Retail
- Customer Relations
- Written Communication
- High School Diploma
- Military Background
- Flexibility
- Reporting
- Employee Development
- Sales
- Coaching
- Regulations
- Problem Solving
- Policy Development
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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