Personal Banker Jobs in Calabasas, 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.
Roving Personal Banker - Countyline District
- Simi Valley, CA (8 miles from Calabasas, CA)
- 9 hours ago
- Simi Valley, CA (8 miles from Calabasas, CA)
- 9 hours ago
Roving Personal Banker - Countyline District 3.6 3.6 out of 5 stars Simi Valley, CA Why Wells Fargo: Are you looking for more? Find it here....
This job posting is anticipated to remain open for 30 days, from 23-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 - Encino Branch
- Encino, CA (14 miles from Calabasas, CA)
- 2 days ago
- Encino, CA (14 miles from Calabasas, 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....
Financial Advisor Trainee-PCG-Beverly Hills, CA
- Beverly Hills, CA (21 miles from Calabasas, CA)
- 5 days ago
- Beverly Hills, CA (21 miles from Calabasas, CA)
- 5 days ago
Financial Advisor Trainee-PCG-Beverly Hills, CA locations Beverly Hills, California - United States time type Full time posted on Posted 19 Days Ago job requisition id R-0002268 Job Description...
- Beverly Hills, CA (21 miles from Calabasas, CA)
- 6 days ago
- Beverly Hills, CA (21 miles from Calabasas, CA)
- 6 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Financial Advisor - Career Change Opportunity
- Thousand Oaks, CA (8 miles from Calabasas, CA)
- 7 days ago
- Thousand Oaks, CA (8 miles from Calabasas, CA)
- 7 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 16-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
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....
Associate Personal Banker Newbury Park
- Newbury Park, CA (8 miles from Calabasas, CA)
- 13 days ago
- Newbury Park, CA (8 miles from Calabasas, CA)
- 13 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....
Private Client Banker - Topanga Canyon - Canoga Park, CA
- Canoga Park, CA (9 miles from Calabasas, CA)
- 17 days ago
- Canoga Park, CA (9 miles from Calabasas, CA)
- 17 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...
Personal Banker SAFE Act - North Hills Branch
- North Hills, CA (17 miles from Calabasas, CA)
- 17 days ago
- North Hills, CA (17 miles from Calabasas, CA)
- 17 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 - Pacific Palisades Branch
- Pacific Palisades, CA (13 miles from Calabasas, CA)
- 24 days ago
- Pacific Palisades, CA (13 miles from Calabasas, CA)
- 24 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....
Financial Advisor - Ventura County
- Oxnard, CA (24 miles from Calabasas, CA)
- 30+ days ago
- Oxnard, CA (24 miles from Calabasas, CA)
- 30+ 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 - Ventura County Credit Union
- Moorpark, CA (11 miles from Calabasas, CA)
- 30+ days ago
- Moorpark, CA (11 miles from Calabasas, CA)
- 30+ days ago
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Ventura County...
Personal Banker SAFE Act - Santa Monica Montana Branch
- Santa Monica, CA (17 miles from Calabasas, CA)
- 45+ days ago
- Santa Monica, CA (17 miles from Calabasas, CA)
- 45+ 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....
Direct to Consumer Customer Relationship Manager
- Santa Monica, CA (17 miles from Calabasas, CA)
- 45+ days ago
- Santa Monica, CA (17 miles from Calabasas, CA)
- 45+ days ago
Id : 13999, Title : Direct to Consumer Customer Relationship Manager, Category : Sales, RequisitionType : Professional, JobGrade : null, RequisitionId : ...539, ExternalPostedStartDate :...
Demographic Data for Calabasas, CA
Moving to Calabasas, CA? Find some basic demographic data about Calabasas, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Calabasas, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Calabasas, 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
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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