Personal Banker Jobs in Downey, 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 (16 miles from Downey, CA)
- 3 days ago
- Covina, CA (16 miles from Downey, CA)
- 3 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...
- Los Angeles, CA (7 miles from Downey, CA)
- 5 hours ago
- Los Angeles, CA (7 miles from Downey, CA)
- 5 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....
Roving Personal Banker West Los Angeles District
- Beverly Hills, CA (17 miles from Downey, CA)
- 5 hours ago
- Beverly Hills, CA (17 miles from Downey, CA)
- 5 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....
Roving Personal Banker Inland Orange County District
- Anaheim, CA (11 miles from Downey, CA)
- 5 hours ago
- Anaheim, CA (11 miles from Downey, CA)
- 5 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....
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Private Client Banker - Olympic & Normandie - Los Angeles, CA
- Los Angeles, CA (7 miles from Downey, CA)
- 1 day ago
- Los Angeles, CA (7 miles from Downey, CA)
- 1 day 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...
- La Habra, CA (10 miles from Downey, CA)
- 1 day ago
- La Habra, CA (10 miles from Downey, CA)
- 1 day 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 (12 miles from Downey, CA)
- 1 day ago
- Hawthorne, CA (12 miles from Downey, CA)
- 1 day 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 (16 miles from Downey, CA)
- 2 days ago
- Covina, CA (16 miles from Downey, 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...
- Rowland Heights, CA (13 miles from Downey, CA)
- 2 days ago
- Rowland Heights, CA (13 miles from Downey, CA)
- 2 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...
JPMorgan Private Client Relationship Manager - Los Angeles
- Los Angeles, CA (7 miles from Downey, CA)
- 2 days ago
- Los Angeles, CA (7 miles from Downey, CA)
- 2 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...
- Buena Park, CA (9 miles from Downey, CA)
- 2 days ago
- Buena Park, CA (9 miles from Downey, 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....
Financial Advisor - Certification Provided
- Huntington Beach, CA (18 miles from Downey, CA)
- 3 days ago
- Huntington Beach, CA (18 miles from Downey, CA)
- 3 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 23-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Roving Personal Banker Torrance Coastal District
- Hermosa Beach, CA (16 miles from Downey, CA)
- 3 days ago
- Hermosa Beach, CA (16 miles from Downey, CA)
- 3 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....
- Cerritos, CA (5 miles from Downey, CA)
- 3 days ago
- Cerritos, CA (5 miles from Downey, 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....
Personal Banker Coastal Orange County
- Costa Mesa, CA (22 miles from Downey, CA)
- 3 days ago
- Costa Mesa, CA (22 miles from Downey, 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....
Demographic Data for Downey, CA
Moving to Downey, CA? Find some basic demographic data about Downey, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Downey, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Downey, 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
- 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
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