Personal Banker Jobs in Chino, 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 Route 66 District
- La Verne, CA (14 miles from Chino, CA)
- 1 day ago
- La Verne, CA (14 miles from Chino, CA)
- 1 day ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
SUMMARY Chino Commercial Bank is seeking a dynamic and customer-focused Personal Banker to join our banking team....
- Norco, CA (5 miles from Chino, CA)
- 3 days ago
- Norco, CA (5 miles from Chino, 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....
- Ontario, CA (7 miles from Chino, CA)
- 3 days ago
- Ontario, CA (7 miles from Chino, 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....
Financial Advisor (Orange County Branches)
- Orange, CA (16 miles from Chino, CA)
- 4 days ago
- Orange, CA (16 miles from Chino, CA)
- 4 days ago
At Rhinebeck Bank, we are committed to providing exceptional financial services to our clients while fostering an environment where talented individuals can thrive. As part of our growing team,...
Personal Banker SAFE Act- Anaheim Hills Branch
- Anaheim, CA (19 miles from Chino, CA)
- 4 days ago
- Anaheim, CA (19 miles from Chino, 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....
- Costa Mesa, CA (24 miles from Chino, CA)
- 5 days ago
- Costa Mesa, CA (24 miles from Chino, CA)
- 5 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....
- Irvine, CA (15 miles from Chino, CA)
- 6 days ago
- Irvine, CA (15 miles from Chino, CA)
- 6 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....
- Placentia, CA (12 miles from Chino, CA)
- 6 days ago
- Placentia, CA (12 miles from Chino, CA)
- 6 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....
- Irvine, CA (15 miles from Chino, CA)
- 18 days ago
- Irvine, CA (15 miles from Chino, CA)
- 18 days ago
This job posting is anticipated to remain open for 30 days, from 13-Jun-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
Personal Banker SAFE Act Irvine Branch
- Irvine, CA (15 miles from Chino, CA)
- 30+ days ago
- Irvine, CA (15 miles from Chino, CA)
- 30+ 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 Riverside Plaza Branch
- Riverside, CA (15 miles from Chino, CA)
- 30+ days ago
- Riverside, CA (15 miles from Chino, CA)
- 30+ 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 Services Officer - Hacienda Heights
- Hacienda Heights, CA (19 miles from Chino, CA)
- 30+ days ago
- Hacienda Heights, CA (19 miles from Chino, CA)
- 30+ days ago
Financial Services Officer - Hacienda Heights Banc of California - 2.9 Hacienda Heights, CA Job Details Full-time $20.67 - $28.13 an hour 15 hours ago Benefits Paid parental leave Health savings...
JPMorgan Private Client Relationship Manager Irvine, CA
- Irvine, CA (15 miles from Chino, CA)
- 45+ days ago
- Irvine, CA (15 miles from Chino, CA)
- 45+ days ago
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships...
- Rowland Heights, CA (14 miles from Chino, CA)
- 45+ days ago
- Rowland Heights, CA (14 miles from Chino, CA)
- 45+ days ago
Personal Banker Department: Branch Operations FLSA Status: Full Time/ Non-Exempt Reports to: Team Leader Location/Branch: Various Seniority Level: Entry or Mid-Level Employment Type: Full Time Salary...
Demographic Data for Chino, CA
Moving to Chino, CA? Find some basic demographic data about Chino, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Chino, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Chino, 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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