Personal Banker Jobs in Beverly Hills, 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 Bilingual Spanish Panorama City
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 1 day ago
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 1 day 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....
Financial Advisor - Certification Provided
- Torrance, CA (17 miles from Beverly Hills, CA)
- 1 day ago
- Torrance, CA (17 miles from Beverly Hills, CA)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 04-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker West Los Angeles District
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 1 day ago
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 1 day 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....
- Studio City, CA (5 miles from Beverly Hills, CA)
- 2 days ago
- Studio City, CA (5 miles from Beverly Hills, 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....
- Alhambra, CA (15 miles from Beverly Hills, CA)
- 2 days ago
- Alhambra, CA (15 miles from Beverly Hills, 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....
Personal Banker Bilingual Spanish Panorama City
- Panorama City, CA (11 miles from Beverly Hills, CA)
- 2 days ago
- Panorama City, CA (11 miles from Beverly Hills, 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....
- City of Industry, CA (21 miles from Beverly Hills, CA)
- 2 days ago
- City of Industry, CA (21 miles from Beverly Hills, 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....
Personal Banker SAFE Act- South Coast Area
- Gardena, CA (13 miles from Beverly Hills, CA)
- 2 days ago
- Gardena, CA (13 miles from Beverly Hills, 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....
- La Canada Flintridge, CA (20 miles from Beverly Hills, CA)
- 3 days ago
- La Canada Flintridge, CA (20 miles from Beverly Hills, CA)
- 3 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....
- Gardena, CA (13 miles from Beverly Hills, CA)
- 3 days ago
- Gardena, CA (13 miles from Beverly Hills, CA)
- 3 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 Marina Del Rey
- Marina del Rey, CA (7 miles from Beverly Hills, CA)
- 4 days ago
- Marina del Rey, CA (7 miles from Beverly Hills, 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 (17 miles from Beverly Hills, CA)
- 4 days ago
- Torrance, CA (17 miles from Beverly Hills, CA)
- 4 days ago
This job posting is anticipated to remain open for 30 days, from 04-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor Manager in California,CA,US
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 5 days ago
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 5 days ago
The position affords the opportunity to gain a broad perspective on how talent is attracted to wealth management with a focus on hiring Financial Advisors (FAs) that have the highest probability of...
- Torrance, CA (17 miles from Beverly Hills, CA)
- 5 days ago
- Torrance, CA (17 miles from Beverly Hills, CA)
- 5 days ago
cashing as needed....
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 6 days ago
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 6 days ago
Title: Financial Advisor EOE Statement: We are an equal employment opportunity employer. Allqualified applicants will receive consideration for employmentwithout regard to race, color, religion,...
Demographic Data for Beverly Hills, CA
Moving to Beverly Hills, CA? Find some basic demographic data about Beverly Hills, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Beverly Hills, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Beverly Hills, 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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