Personal Banker Jobs in Acton, CA
A Personal Banker is a professional who assists clients with their financial objectives, providing them with a range of banking services such as managing bank accounts, providing information on the bank's products and services, offering financial advice, and helping with transactions such as loans and credits. They act as a liaison between the bank and its customers, focusing on building and maintaining relationships to ensure customer satisfaction and loyalty. Their main objective is to help customers understand their financial options and make the best decisions for their financial wellbeing.
Important skills a Personal Banker should possess include excellent customer service skills, strong communication, mathematical proficiency, attention to detail, and problem-solving abilities. They should have a deep understanding of financial products and services. Along with this, they must have a certain level of sales skills to cross-sell and upsell banking products. In most cases, a bachelor's degree in finance, business, or related field is required. Some banks may require certification such as Certified Personal Banker (CPB) conferred by the American Bankers Association. Prior to becoming a Personal Banker, individuals might have held positions such as Bank Teller, Customer Service Representative, or Financial Analyst.
- Studio City, CA (24 miles from Acton, CA)
- 4 days ago
- Studio City, CA (24 miles from Acton, CA)
- 4 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....
Personal Banker Bilingual Spanish Panorama City
- Panorama City, CA (22 miles from Acton, CA)
- 5 days ago
- Panorama City, CA (22 miles from Acton, CA)
- 5 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....
- La Canada Flintridge, CA (17 miles from Acton, CA)
- 6 days ago
- La Canada Flintridge, CA (17 miles from Acton, CA)
- 6 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....
Merrill Experienced Financial Advisor
- Santa Clarita, CA (22 miles from Acton, CA)
- 16 days ago
- Santa Clarita, CA (22 miles from Acton, CA)
- 16 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 - Granada Hills Branch
- Granada Hills, CA (22 miles from Acton, CA)
- 22 days ago
- Granada Hills, CA (22 miles from Acton, CA)
- 22 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 - San Gabriel Area
- San Gabriel, CA (24 miles from Acton, CA)
- 27 days ago
- San Gabriel, CA (24 miles from Acton, CA)
- 27 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....
- Glendale, CA (21 miles from Acton, CA)
- 29 days ago
- Glendale, CA (21 miles from Acton, CA)
- 29 days ago
Client Relationship Manager General information Client / Corporate Client Work Mode In-Office Name Client Relationship Manager Job ID 20838 City Glendale Published date 09-May-2025 State...
Assistant to Financial Advisor
- San Gabriel, CA (24 miles from Acton, CA)
- 30+ days ago
- San Gabriel, CA (24 miles from Acton, CA)
- 30+ days ago
GENERAL SUMMARY Assist Financial Advisor (FA) with all administrative related tasks. Provides sales, processing, operational, administrative, and customer service support to Financial Advisor....
- Pasadena, CA (22 miles from Acton, CA)
- 30+ days ago
- Pasadena, CA (22 miles from Acton, CA)
- 30+ days ago
Paul Mitchell The School Pasadena is seeking a qualified Financial Aid Leader to join our family! With over one hundred schools nation-wide, Paul Mitchell Schools is growing faster than ever. Our...
Personal Banker Associate II - Byrne Glendale FC
- Glendale, CA (21 miles from Acton, CA)
- 30+ days ago
- Glendale, CA (21 miles from Acton, CA)
- 30+ days ago
Banker job family....
This job posting is anticipated to remain open for 30 days, from 02-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor - Career Change Opportunity. Job in Acton Gr8Jobs
- Acton, CA
- 45+ days ago
- Acton, CA
- 45+ days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 08-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Burbank, CA (19 miles from Acton, CA)
- 45+ days ago
- Burbank, CA (19 miles from Acton, CA)
- 45+ days ago
A Personal Banker is creative and can think outside the box to provide relevant solutions to our clients, while maintaining our Vision, Mission, and Values....
Financial Advisor - Santa Clarita Valley and Surrounding Areas
- Santa Clarita, CA (22 miles from Acton, CA)
- 60+ days ago
- Santa Clarita, CA (22 miles from Acton, CA)
- 60+ 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 - Foothill Federal Credit Union
- Arcadia, CA (24 miles from Acton, CA)
- 90+ days ago
- Arcadia, CA (24 miles from Acton, CA)
- 90+ days ago
Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at...
Demographic Data for Acton, CA
Moving to Acton, CA? Find some basic demographic data about Acton, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Acton, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Acton, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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