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.
- Camarillo, CA (18 miles from Calabasas, CA)
- 1 day ago
- Camarillo, CA (18 miles from Calabasas, CA)
- 1 day ago
***Financial Advisor $60-90k/year DOE + Bonus -Role is on-site in Ventura County -Amazing benefits and work culture! -PRIMARY: The Wealth Advisor is responsible for helping members identify and...
- Culver City, CA (23 miles from Calabasas, CA)
- 2 days ago
- Culver City, CA (23 miles from Calabasas, 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....
- Camarillo, CA (18 miles from Calabasas, CA)
- 6 days ago
- Camarillo, CA (18 miles from Calabasas, CA)
- 6 days ago
This job posting is anticipated to remain open for 30 days, from 22-Aug-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Camarillo, CA (18 miles from Calabasas, CA)
- 9 days ago
- Camarillo, CA (18 miles from Calabasas, CA)
- 9 days ago
cashing as needed....
Private Client Banker - Culver City Branch - Culver City, CA
- Culver City, CA (23 miles from Calabasas, CA)
- 10 days ago
- Culver City, CA (23 miles from Calabasas, CA)
- 10 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...
- Santa Monica, CA (17 miles from Calabasas, CA)
- 12 days ago
- Santa Monica, CA (17 miles from Calabasas, 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 (23 miles from Calabasas, CA)
- 14 days ago
- Culver City, CA (23 miles from Calabasas, CA)
- 14 days ago
Application Deadline: 10/30/2025 Address: 9401 Wilshire Blvd. Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team...
- Beverly Hills, CA (21 miles from Calabasas, CA)
- 15 days ago
- Beverly Hills, CA (21 miles from Calabasas, CA)
- 15 days ago
Application Deadline: 10/30/2025 Address: 9401 Wilshire Blvd. Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team...
Personal Banker SAFE Act - Woodland Hills Area
- Woodland Hills, CA (5 miles from Calabasas, CA)
- 27 days ago
- Woodland Hills, CA (5 miles from Calabasas, 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....
Financial Advisor - Ventura County
- Thousand Oaks, CA (8 miles from Calabasas, CA)
- 30+ days ago
- Thousand Oaks, CA (8 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...
Merrill Experienced Financial Advisor
- Westlake Village, CA (4 miles from Calabasas, CA)
- 90+ days ago
- Westlake Village, CA (4 miles from Calabasas, CA)
- 90+ 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. Merrill...
Financial Advisor - Ventura County
- Oxnard, CA (24 miles from Calabasas, CA)
- 90+ days ago
- Oxnard, CA (24 miles from Calabasas, CA)
- 90+ 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)
- 90+ days ago
- Moorpark, CA (11 miles from Calabasas, CA)
- 90+ 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...
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
- 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
- Account Opening
- Dodd-Frank
- Consumer Lending
- Lending
- Commercial Banking
- Nationwide Mortgage Licensing System & Registry
- 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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