Personal Banker Jobs in Cerritos, 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.
Commercial Business and Financial Services Officer - Onsite
- Huntington Beach, CA (12 miles from Cerritos, CA)
- moments ago
- Huntington Beach, CA (12 miles from Cerritos, CA)
- moments ago
Location: Huntington Beach, US-CA Rate: 26.8 Type: Permanent Commercial Business and Financial Services Officer - Onsite The Commercial & Business Financial Services Officer primary role is to...
Personal Banker SAFE Act - Encino Branch
- Los Angeles, CA (12 miles from Cerritos, CA)
- 4 hours ago
- Los Angeles, CA (12 miles from Cerritos, CA)
- 4 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....
- Hawthorne, CA (15 miles from Cerritos, CA)
- 1 day ago
- Hawthorne, CA (15 miles from Cerritos, CA)
- 1 day ago
As a Personal Banker within PNC's Retail Branch Banking organization, you will be based in La Plata, Maryland in the Hawthorne Road branch....
Personal Banker SAFE Act- Chino Hills Branch
- Chino Hills, CA (20 miles from Cerritos, CA)
- 1 day ago
- Chino Hills, CA (20 miles from Cerritos, 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 Safe Act- Inglewood Branch
- Inglewood, CA (17 miles from Cerritos, CA)
- 1 day ago
- Inglewood, CA (17 miles from Cerritos, 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....
Private Client Banker - Irvine Sand Canyon - Irvine, CA
- Irvine, CA (20 miles from Cerritos, CA)
- 2 days ago
- Irvine, CA (20 miles from Cerritos, CA)
- 2 days ago
JobID: 210619480 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-04-22T17:47:40+00:00 JobShift: Base Pay/Salary: Irvine,CA $22.50-$27.88 You have a passion for taking...
- Inglewood, CA (17 miles from Cerritos, CA)
- 2 days ago
- Inglewood, CA (17 miles from Cerritos, 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....
- El Segundo, CA (18 miles from Cerritos, CA)
- 2 days ago
- El Segundo, CA (18 miles from Cerritos, CA)
- 2 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....
- Los Angeles, CA (12 miles from Cerritos, CA)
- 3 days ago
- Los Angeles, CA (12 miles from Cerritos, CA)
- 3 days ago
Management Maintain awareness of financial news via company-approved online sites, meetings and various news media to support and advance professional development toward becoming a RBC Financial Advisor...
Personal Banker Bilingual Spanish Hawthorne Artesia
- Torrance, CA (13 miles from Cerritos, CA)
- 4 days ago
- Torrance, CA (13 miles from Cerritos, 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 SAFE Act Costa Mesa Harbor Branch
- Costa Mesa, CA (16 miles from Cerritos, CA)
- 4 days ago
- Costa Mesa, CA (16 miles from Cerritos, CA)
- 4 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 (23 miles from Cerritos, CA)
- 6 days ago
- Beverly Hills, CA (23 miles from Cerritos, CA)
- 6 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 (23 miles from Cerritos, CA)
- 6 days ago
- Beverly Hills, CA (23 miles from Cerritos, CA)
- 6 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Private Client Banker - Irvine Market - Irvine, CA - Mandarin Required
- Irvine, CA (20 miles from Cerritos, CA)
- 9 days ago
- Irvine, CA (20 miles from Cerritos, CA)
- 9 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...
Private Client Banker - Diamond Bar - Diamond Bar, CA
- Diamond Bar, CA (17 miles from Cerritos, CA)
- 10 days ago
- Diamond Bar, CA (17 miles from Cerritos, 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...
Demographic Data for Cerritos, CA
Moving to Cerritos, CA? Find some basic demographic data about Cerritos, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Cerritos, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Cerritos, 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
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Banking
- 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
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »