Personal Banker Jobs in Cypress, 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.
- Los Angeles, CA (16 miles from Cypress, CA)
- 1 day ago
- Los Angeles, CA (16 miles from Cypress, CA)
- 1 day ago
Additional steps will also entail an opportunity to engage with Wealth Management Teams/Offices to support full-time....
- West Covina, CA (18 miles from Cypress, CA)
- 1 day ago
- West Covina, CA (18 miles from Cypress, CA)
- 1 day ago
Company Overview Strategic Fortune Wealth Management is committed to fostering lasting financial security for our clients....
- Newport Beach, CA (19 miles from Cypress, CA)
- 2 days ago
- Newport Beach, CA (19 miles from Cypress, CA)
- 2 days ago
C omprehensive financial services company committed to helping our clients improve their long-term financial success. We offer a wide range of quality financial products and the advice from our...
- Newport Beach, CA (19 miles from Cypress, CA)
- 2 days ago
- Newport Beach, CA (19 miles from Cypress, CA)
- 2 days ago
You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management...
- Newport Beach, CA (19 miles from Cypress, CA)
- 2 days ago
- Newport Beach, CA (19 miles from Cypress, CA)
- 2 days ago
management tailored to the unique needs of individuals and businesses....
- Orange, CA (10 miles from Cypress, CA)
- 3 days ago
- Orange, CA (10 miles from Cypress, CA)
- 3 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,...
Commercial Business and Financial Services Officer - Onsite
- Huntington Beach, CA (8 miles from Cypress, CA)
- 3 days ago
- Huntington Beach, CA (8 miles from Cypress, CA)
- 3 days 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...
Administrative Assistant to Financial Advisor/Owner
- Chino, CA (24 miles from Cypress, CA)
- 3 days ago
- Chino, CA (24 miles from Cypress, CA)
- 3 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 - Encino Branch
- Los Angeles, CA (16 miles from Cypress, CA)
- 3 days ago
- Los Angeles, CA (16 miles from Cypress, CA)
- 3 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....
- Hawthorne, CA (18 miles from Cypress, CA)
- 4 days ago
- Hawthorne, CA (18 miles from Cypress, CA)
- 4 days 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 (19 miles from Cypress, CA)
- 5 days ago
- Chino Hills, CA (19 miles from Cypress, CA)
- 5 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- Inglewood Branch
- Inglewood, CA (20 miles from Cypress, CA)
- 5 days ago
- Inglewood, CA (20 miles from Cypress, CA)
- 5 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....
Private Client Banker - Irvine Sand Canyon - Irvine, CA
- Irvine, CA (17 miles from Cypress, CA)
- 5 days ago
- Irvine, CA (17 miles from Cypress, CA)
- 5 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 (20 miles from Cypress, CA)
- 5 days ago
- Inglewood, CA (20 miles from Cypress, 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....
- El Segundo, CA (22 miles from Cypress, CA)
- 5 days ago
- El Segundo, CA (22 miles from Cypress, CA)
- 5 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....
Demographic Data for Cypress, CA
Moving to Cypress, CA? Find some basic demographic data about Cypress, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Cypress, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Cypress, 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
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- 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 »