Personal Banker Jobs in Culver City, 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
- Calabasas, CA (23 miles from Culver City, CA)
- 17 days ago
- Calabasas, CA (23 miles from Culver City, CA)
- 17 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 30-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Associate Personal Banker Movietown Plaza
- West Hollywood, CA (7 miles from Culver City, CA)
- 7 hours ago
- West Hollywood, CA (7 miles from Culver City, CA)
- 7 hours 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....
- Glendale, CA (13 miles from Culver City, CA)
- 16 hours ago
- Glendale, CA (13 miles from Culver City, CA)
- 16 hours ago
Client Relationship Manager General information Client / Corporate Client Work Mode In-Office Name Client Relationship Manager Job ID 20838 City Glendale Published date 09-May-2025 State...
Personal Banker South El Monte
- South El Monte, CA (20 miles from Culver City, CA)
- 17 hours ago
- South El Monte, CA (20 miles from Culver City, CA)
- 17 hours 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....
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Roving Personal Banker San Gabriel Mountains District
- San Gabriel, CA (19 miles from Culver City, CA)
- 17 hours ago
- San Gabriel, CA (19 miles from Culver City, CA)
- 17 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....
- Los Angeles, CA (8 miles from Culver City, CA)
- 17 hours ago
- Los Angeles, CA (8 miles from Culver City, CA)
- 17 hours ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for Branch Banking as part of the Consumer and Small Business Banking division....
Financial Advisor - No Experience Required
- Rosemead, CA (18 miles from Culver City, CA)
- 1 day ago
- Rosemead, CA (18 miles from Culver City, CA)
- 1 day ago
Interested in becoming a financial advisor but do not have experience? The role: Once properly licensed, you will be helping clients plan a secure financial future. You will be trained to help...
Roving Personal Banker Inland Orange County District
- Buena Park, CA (24 miles from Culver City, CA)
- 1 day ago
- Buena Park, CA (24 miles from Culver City, CA)
- 1 day ago
Roving Personal Banker Inland Orange County District 3.6 3.6 out of 5 stars Buena Park, CA About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch...
Roving Personal Banker West Los Angeles District
- Beverly Hills, CA (5 miles from Culver City, CA)
- 2 days ago
- Beverly Hills, CA (5 miles from Culver City, 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....
Private Client Banker - Olympic & Normandie - Los Angeles, CA
- Los Angeles, CA (8 miles from Culver City, CA)
- 3 days ago
- Los Angeles, CA (8 miles from Culver City, CA)
- 3 days ago
JobID: 210622087 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-05-09T18:34:31+00:00 JobShift: Day Base Pay/Salary: Los Angeles,CA $22.50-$30.29 You have a passion for...
Personal Banker Bilingual Spanish Van Nuys
- Van Nuys, CA (13 miles from Culver City, CA)
- 4 days ago
- Van Nuys, CA (13 miles from Culver City, 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 Hawthorne Main
- Hawthorne, CA (6 miles from Culver City, CA)
- 4 days ago
- Hawthorne, CA (6 miles from Culver City, 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....
JPMorgan Private Client Relationship Manager - Los Angeles
- Los Angeles, CA (8 miles from Culver City, CA)
- 5 days ago
- Los Angeles, CA (8 miles from Culver City, CA)
- 5 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...
- Van Nuys, CA (13 miles from Culver City, CA)
- 5 days ago
- Van Nuys, CA (13 miles from Culver City, CA)
- 5 days ago
Financial Advisor Type: Full-time Work location: Encino, CA Schedule: 1-2 days/week onsite We re seeking an experienced Financial Advisor with a portable book of business ($20M+ AUM) who is ready...
Roving Personal Banker Torrance Coastal District
- Hermosa Beach, CA (9 miles from Culver City, CA)
- 5 days ago
- Hermosa Beach, CA (9 miles from Culver City, CA)
- 5 days 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....
Demographic Data for Culver City, CA
Moving to Culver City, CA? Find some basic demographic data about Culver City, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Culver City, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Culver City, 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
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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