Personal Banker Jobs in Santa Ana, CA
Personal Banker SAFE Act - Tustin Ranch Branch
- Tustin, CA (2 miles from Santa Ana, CA)
- 1 day ago
- Tustin, CA (2 miles from Santa Ana, 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....
- Garden Grove, CA (5 miles from Santa Ana, CA)
- 1 day ago
- Garden Grove, CA (5 miles from Santa Ana, CA)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 07-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banker SAFE Act- Irvine Branch
- Irvine, CA (6 miles from Santa Ana, CA)
- 3 days ago
- Irvine, CA (6 miles from Santa Ana, 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 (6 miles from Santa Ana, CA)
- 4 days ago
- Irvine, CA (6 miles from Santa Ana, CA)
- 4 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,...
Private Client Banker - Southbay Pavilion - Carson, CA
- Carson, CA (23 miles from Santa Ana, CA)
- 12 days ago
- Carson, CA (23 miles from Santa Ana, 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 (5 miles from Santa Ana, CA)
- 12 days ago
- Costa Mesa, CA (5 miles from Santa Ana, CA)
- 12 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 (2 miles from Santa Ana, CA)
- 14 days ago
- Orange, CA (2 miles from Santa Ana, 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 (6 miles from Santa Ana, CA)
- 15 days ago
- Irvine, CA (6 miles from Santa Ana, 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....
Financial Advisor - Costa Mesa
- Costa Mesa, CA (5 miles from Santa Ana, CA)
- 15 days ago
- Costa Mesa, CA (5 miles from Santa Ana, CA)
- 15 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 (15 miles from Santa Ana, CA)
- 16 days ago
- Cerritos, CA (15 miles from Santa Ana, CA)
- 16 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...
- Huntington Beach, CA (8 miles from Santa Ana, CA)
- 29 days ago
- Huntington Beach, CA (8 miles from Santa Ana, CA)
- 29 days ago
Application Deadline: 04/10/2025 Address: 6881 Warner Ave. Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members...
Financial Advisor -Financial Advisor - Inland Empire
- Ontario, CA (24 miles from Santa Ana, CA)
- 20 days ago
- Ontario, CA (24 miles from Santa Ana, CA)
- 20 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...
Financial Advisor - Orange County
- Orange, CA (2 miles from Santa Ana, CA)
- 21 days ago
- Orange, CA (2 miles from Santa Ana, CA)
- 21 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...
- Orange, CA (2 miles from Santa Ana, CA)
- 22 days ago
- Orange, CA (2 miles from Santa Ana, CA)
- 22 days ago
If youre looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial...
Personal Banker SAFE Act- Anaheim Hills Branch
- Anaheim, CA (9 miles from Santa Ana, CA)
- 23 days ago
- Anaheim, CA (9 miles from Santa Ana, CA)
- 23 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 Santa Ana, CA
Moving to Santa Ana, CA? Find some basic demographic data about Santa Ana, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Santa Ana, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Santa Ana, 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
- Referrals
- Networking
- General Office Duties
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Implementation
- Retail
- Customer Relations
- Written Communication
- High School Diploma
- Business Development
- Military Background
- Flexibility
- Reporting
- Employee Development
- Sales
- Coaching
- Regulations
- Problem Solving
- Policy Development
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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