Personal Banker Jobs in Alhambra, 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.
Personal Banker Amerige Heights
- Fullerton, CA (20 miles from Alhambra, CA)
- 7 hours ago
- Fullerton, CA (20 miles from Alhambra, CA)
- 7 hours 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....
- Bellflower, CA (13 miles from Alhambra, CA)
- 7 hours ago
- Bellflower, CA (13 miles from Alhambra, CA)
- 7 hours 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....
- Los Angeles, CA (10 miles from Alhambra, CA)
- 13 hours ago
- Los Angeles, CA (10 miles from Alhambra, CA)
- 13 hours 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 SAFE Act - Downey - Los Angeles Central Area
- Downey, CA (10 miles from Alhambra, CA)
- 13 hours ago
- Downey, CA (10 miles from Alhambra, CA)
- 13 hours 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 - Downey - Los Angeles Central Area
- Los Angeles, CA (10 miles from Alhambra, CA)
- 1 day ago
- Los Angeles, CA (10 miles from Alhambra, 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 Downtown Los Angeles District
- Los Angeles, CA (10 miles from Alhambra, CA)
- 2 days ago
- Los Angeles, CA (10 miles from Alhambra, CA)
- 2 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for Branch Banking as part of the Consumer and Small Business Banking division....
- Culver City, CA (16 miles from Alhambra, CA)
- 2 days ago
- Culver City, CA (16 miles from Alhambra, CA)
- 2 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....
- Glendale, CA (10 miles from Alhambra, CA)
- 4 days ago
- Glendale, CA (10 miles from Alhambra, 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....
- Torrance, CA (20 miles from Alhambra, CA)
- 7 days ago
- Torrance, CA (20 miles from Alhambra, CA)
- 7 days ago
cashing as needed....
Private Client Banker - Culver City Branch - Culver City, CA
- Culver City, CA (16 miles from Alhambra, CA)
- 10 days ago
- Culver City, CA (16 miles from Alhambra, CA)
- 10 days ago
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Long Beach, CA (19 miles from Alhambra, CA)
- 10 days ago
- Long Beach, CA (19 miles from Alhambra, CA)
- 10 days ago
This job posting is anticipated to remain open for 30 days, from 18-Aug-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Santa Monica, CA (21 miles from Alhambra, CA)
- 12 days ago
- Santa Monica, CA (21 miles from Alhambra, CA)
- 12 days ago
Abacus is a progressive financial planning firm devoted to helping people expand what's possible with money. We treat our team members with the same care and respect we give our clients - which is...
- Culver City, CA (16 miles from Alhambra, CA)
- 14 days ago
- Culver City, CA (16 miles from Alhambra, CA)
- 14 days ago
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments)....
- Beverly Hills, CA (15 miles from Alhambra, CA)
- 15 days ago
- Beverly Hills, CA (15 miles from Alhambra, CA)
- 15 days ago
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments)....
- Hawthorne, CA (17 miles from Alhambra, CA)
- 15 days ago
- Hawthorne, CA (17 miles from Alhambra, CA)
- 15 days ago
cashing as needed....
Demographic Data for Alhambra, CA
Moving to Alhambra, CA? Find some basic demographic data about Alhambra, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Alhambra, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Alhambra, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Personal Banker
- Consultative Sales
- Flexibility
- Retail Banking
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- Customer Relations
- High School Diploma
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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