Top 188 Banker Jobs in Fullerton Ca

Private Banker CA
Boutique Recruiting —Irvine, CA
- $160,000 - $250,000 a year
- 7 years
- Business development experience
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
1d
Relationship Banker - Orange County North Market
Bank of America —Anaheim, CA
- $25.00 - $26.77 an hour
- Extended hours
- Office
- Finance
- High school diploma or GED
11d
Part Time Associate Banker Central OC (30 hours)
JPMorganChase —Orange, CA
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Entry level
- Health insurance
- Tuition reimbursement
1d
ICG Middle Office Support Banker
U.S. Bank National Association —Brea, CA
- $25.63 - $34.18 an hour
- Full-time
- 5 years
- Research
- Mid-level
- Paid holidays
- Disability insurance
6d
Universal Banker
Bank of Hope —Buena Park, CA
- $19.50 - $21.64 an hour
- Full-time
- Writing skills
- English
- Office
Quick Apply
Part Time Universal Banker (20 Hours), Cypress Branch
Citi —Cypress, CA
- $22.84 - $29.80 an hour
- Part-time
- Office
- High school diploma or GED
- 1 year
- Paid holidays
- Disability insurance
Relationship Banker - Orange County West Coast
Bank of America —Garden Grove, CA
- $25.00 - $26.77 an hour
- Extended hours
- Office
- Finance
- Business development experience
Associate Banker
BMO Financial Group —Tustin, CA
- $41,714 - $50,500 a year
- Part-time
- Inventory management
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Relationship Banker - Los Angeles North Orange
Bank of America —Whittier, CA
- $25.00 - $26.77 an hour
- Extended hours
- Office
- Finance
- Business development experience
Client Relationship Consultant 4 (Banker) - Brea Mall, CA
U.S. Bank National Association —Brea, CA
- $25.77 - $37.76 an hour
- Full-time
- 5 years
- Mid-level
- High school diploma or GED
- Paid holidays
- Disability insurance
Relationship Banker - Orange County Central Market
Bank of America —Santa Ana, CA
- $25.00 - $26.77 an hour
- Extended hours
- Office
- Finance
- Business development experience
Part- Time Universal Banker (20 Hours), Anaheim Hills Branch
Citi —Anaheim Hills, CA
- $22.84 - $29.80 an hour
- Part-time
- Office
- High school diploma or GED
- 1 year
- Paid holidays
- Disability insurance
Universal Banker
Sunflower Bank NA —Irvine, CA
- $21 - $29 an hour
- Online Application
- Office
- High school diploma or GED
- Computer skills
- Paid holidays
- Dental insurance
Quick Apply
11d
Relationship Banker I
Cathay Bank —City of Industry, CA
- $19 - $23 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
11d
Personal Banker II (Anaheim-Katella)
Fifth Third Bank —Anaheim, CA
- $44,300 - $73,000 a year
- Full-time
- Military
- Mid-level
- Office
Float Personal Banker I- Anaheim
Fifth Third Bank —Anaheim, CA
- $43,680 - $69,900 a year
- Full-time
- Office
- High school diploma or GED
- Math
5d
Universal Banker - Bilingual Chinese Preferred
EverTrust Bank —Alhambra, CA
- $19 - $23 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Associate Banker-Bilingual Chinese Preferred
East West Bank —Artesia, CA
- $20.00 - $21.50 an hour
- Weekends as needed
- Microsoft Excel
- High school diploma or GED
- Bachelor's degree
- Opportunities for advancement
Quick Apply
Senior Universal Banker (Bilingual Chinese Preferred)
EverTrust Bank —Alhambra, CA
- From $24.04 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Banker Credit Union Spanish (Experience Required)
Addvantage Credit Union Staffing —Santa Ana, CA
- $24 - $25 an hour
- Full-time
- Spanish
- Microsoft Outlook
- Word processing
Quick Apply

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Private Banker CA

Boutique Recruiting -
Irvine, CA

Quick Apply

Job Details

$160,000 - $250,000 a year
1 day ago

Benefits

401(k) 3% Match
Health insurance
Paid time off
401(k) matching

Qualifications

Salesforce Cloud
Bachelor's degree
Sales management systems proficiency
High-end sales
CRM system proficiency

Full Job Description

Position Title: Private Banker CA

We are partnering with a highly respected financial institution that is expanding its Private Banking team throughout the Western United States. This is an opportunity to work with affluent individuals, business owners and trusted advisors while delivering customized banking, lending and wealth management solutions backed by a collaborative team of specialists. You'll have the autonomy to grow your portfolio, cultivate referral partnerships and provide an exceptional client experience, all while enjoying outstanding earning potential and long-term career advancement.

This client-facing role is designed for a high-performing individual who excels in building and maintaining relationships with clients and referral sources. The Private Banker will engage in business trust and estate planning, as well as manage loans and treasury management needs. This position emphasizes a streamlined and efficient process, ensuring clients receive exceptional service.

Salary Range: $160,000 - $210,000+ / Year DOE

Responsibilities:

Develop new client relationships and enhance existing ones through proactive outreach
Engage with referral sources, including CPAs and attorneys, to expand business opportunities
Track and manage client data using Salesforce to ensure effective follow-up and relationship management
Respond promptly to client needs and inquiries, facilitating timely solutions
Conduct business development activities to identify and pursue new opportunities

Requirements:

7+ years of experience in two banks or less, unless demonstrating proven strategic growth
Experience as a Private Banker with a track record of bringing in $15 million in new loans, deposits, or assets under management
Conversational understanding of credit, with the ability to lend up to $50 million for specific entities
Minimum Bachelor's degree
Proficiency in Salesforce or similar software, along with strong Excel skills
Experience in high-end banking, preferably in private wealth
Series 6 or Series 7 certification is preferred

Benefits:

Medical benefits with eligibility details provided by HR
401k plan with a 3% employer match
Generous paid time off policy, including four weeks of PTO and potential for a fifth week
All standard banking holidays plus a float day

If you are a Private Banker looking to take the next step in your career, apply now! #LI-RB1

Quick Apply

Refine Your Search

banker jobs in fullerton ca

Private Banker CA

Relationship Banker - Orange County North Market

Part Time Associate Banker Central OC (30 hours)

ICG Middle Office Support Banker

Universal Banker

Part Time Universal Banker (20 Hours), Cypress Branch

Relationship Banker - Orange County West Coast

Associate Banker

Relationship Banker - Los Angeles North Orange

Client Relationship Consultant 4 (Banker) - Brea Mall, CA

Relationship Banker - Orange County Central Market

Part- Time Universal Banker (20 Hours), Anaheim Hills Branch

Universal Banker

Relationship Banker I

Personal Banker II (Anaheim-Katella)

Float Personal Banker I- Anaheim

Universal Banker - Bilingual Chinese Preferred

Associate Banker-Bilingual Chinese Preferred

Senior Universal Banker (Bilingual Chinese Preferred)

Banker Credit Union Spanish (Experience Required)

I want to receive the latest job alert for banker in fullerton ca

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