Personal Banker Jobs in Claremont, 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.
Financial Advisor - Career Change Opportunity
- Covina, CA (11 miles from Claremont, CA)
- 4 days ago
- Covina, CA (11 miles from Claremont, CA)
- 4 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 07-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Roving Personal Banker Inland Orange County District
- Anaheim, CA (23 miles from Claremont, CA)
- 20 hours ago
- Anaheim, CA (23 miles from Claremont, CA)
- 20 hours 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....
- La Habra, CA (18 miles from Claremont, CA)
- 2 days ago
- La Habra, CA (18 miles from Claremont, 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....
- Covina, CA (11 miles from Claremont, CA)
- 2 days ago
- Covina, CA (11 miles from Claremont, CA)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 07-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
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- Rowland Heights, CA (14 miles from Claremont, CA)
- 3 days ago
- Rowland Heights, CA (14 miles from Claremont, CA)
- 3 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...
Financial Advisor - Certification Provided
- Riverside, CA (21 miles from Claremont, CA)
- 3 days ago
- Riverside, CA (21 miles from Claremont, CA)
- 3 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 14-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- West Covina, CA (13 miles from Claremont, CA)
- 4 days ago
- West Covina, CA (13 miles from Claremont, 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 North Alhambra
- Alhambra, CA (24 miles from Claremont, CA)
- 4 days ago
- Alhambra, CA (24 miles from Claremont, 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 (Member Service Represenative II)
- West Covina, CA (13 miles from Claremont, CA)
- 5 days ago
- West Covina, CA (13 miles from Claremont, CA)
- 5 days ago
Personal Banker (Member Service Represenative II) The pay range for this position is listed below....
Assistant to Financial Advisor
- San Gabriel, CA (21 miles from Claremont, CA)
- 5 days ago
- San Gabriel, CA (21 miles from Claremont, CA)
- 5 days ago
GENERAL SUMMARY Assist Financial Advisor (FA) with all administrative related tasks. Provides sales, processing, operational, administrative, and customer service support to Financial Advisor....
- Pasadena, CA (24 miles from Claremont, CA)
- 7 days ago
- Pasadena, CA (24 miles from Claremont, CA)
- 7 days ago
Paul Mitchell The School Pasadena is seeking a qualified Financial Aid Leader to join our family! With over one hundred schools nation-wide, Paul Mitchell Schools is growing faster than ever. Our...
- Orange, CA (24 miles from Claremont, CA)
- 15 days ago
- Orange, CA (24 miles from Claremont, CA)
- 15 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,...
Administrative Assistant to Financial Advisor/Owner
- Chino, CA (12 miles from Claremont, CA)
- 15 days ago
- Chino, CA (12 miles from Claremont, CA)
- 15 days ago
Administrative Assistant to Financial Advisor/Owner (Chino) LPL Financial Central Ave compensation: $22/hr to start employment type: job title: Administrative Assistant Immediate Opening Financial...
Personal Banker SAFE Act- Chino Hills Branch
- Chino Hills, CA (12 miles from Claremont, CA)
- 17 days ago
- Chino Hills, CA (12 miles from Claremont, 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....
- Orange, CA (24 miles from Claremont, CA)
- 45+ days ago
- Orange, CA (24 miles from Claremont, CA)
- 45+ days ago
If youre looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial...
Demographic Data for Claremont, CA
Moving to Claremont, CA? Find some basic demographic data about Claremont, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Claremont, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Claremont, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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