Personal Banker Jobs in El Monte, 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.
Merrill Market Client Relationship Manager
- Pasadena, CA (7 miles from El Monte, CA)
- 17 hours ago
- Pasadena, CA (7 miles from El Monte, CA)
- 17 hours ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Working Capital Fund Financial Advisor NEW
- El Segundo, CA (23 miles from El Monte, CA)
- 21 hours ago
- El Segundo, CA (23 miles from El Monte, CA)
- 21 hours ago
Working Capital Fund Financial Advisor DEFTEC Corporation View Employer's Profile FOLLOW EMPLOYER Today Top Secret/SCI Unspecified Unspecified Finance El Segundo, CA (ON-SITE/OFFICE) Working...
- Placentia, CA (17 miles from El Monte, CA)
- 1 day ago
- Placentia, CA (17 miles from El Monte, 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 Torrance Coastal
- Manhattan Beach, CA (24 miles from El Monte, CA)
- 1 day ago
- Manhattan Beach, CA (24 miles from El Monte, 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....
- Alhambra, CA (5 miles from El Monte, CA)
- 2 days ago
- Alhambra, CA (5 miles from El Monte, 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....
- Brea, CA (14 miles from El Monte, CA)
- 5 days ago
- Brea, CA (14 miles from El Monte, 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....
Associate Roving Personal Banker
- Gardena, CA (19 miles from El Monte, CA)
- 5 days ago
- Gardena, CA (19 miles from El Monte, CA)
- 5 days ago
About this role: Wells Fargo is seeking a... In this role, you will: Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office...
- Orange, CA (23 miles from El Monte, CA)
- 7 days ago
- Orange, CA (23 miles from El Monte, CA)
- 7 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....
Associate Private Client Financial Advisor
- Pasadena, CA (7 miles from El Monte, CA)
- 7 days ago
- Pasadena, CA (7 miles from El Monte, CA)
- 7 days ago
About this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of...
Client Relationship Manager (Full Time Temp-to-Permanent)
- Pasadena, CA (7 miles from El Monte, CA)
- 8 days ago
- Pasadena, CA (7 miles from El Monte, CA)
- 8 days ago
Roles: Your primary role will be to ensure that every client who contacts us feels like they are an extremely important client and that we will do everything we can to help them achieve their...
Personal Banker Coldwater Canyon
- Studio City, CA (18 miles from El Monte, CA)
- 9 days ago
- Studio City, CA (18 miles from El Monte, CA)
- 9 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 SAFE Act- Gardena Valley Branch
- Gardena, CA (19 miles from El Monte, CA)
- 12 days ago
- Gardena, CA (19 miles from El Monte, CA)
- 12 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....
- Long Beach, CA (21 miles from El Monte, CA)
- 13 days ago
- Long Beach, CA (21 miles from El Monte, CA)
- 13 days ago
Associate Financial Advisor Boutique Wealth Management Firm Palos Verdes, CA Overview Boutique, Independent Wealth Management firm seeks an Associate Financial Advisor to collaborate with Managing Partners...
Financial Advisor - Los Angeles, CA
- Los Angeles, CA (13 miles from El Monte, CA)
- 13 days ago
- Los Angeles, CA (13 miles from El Monte, CA)
- 13 days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Personal Banker SAFE Act - Los Angeles Fairfax Branch
- Los Angeles, CA (13 miles from El Monte, CA)
- 16 days ago
- Los Angeles, CA (13 miles from El Monte, CA)
- 16 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....
Demographic Data for El Monte, CA
Moving to El Monte, CA? Find some basic demographic data about El Monte, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in El Monte, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in El Monte, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Networking
- 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
- Customer Satisfaction
- Referrals
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Investigation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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