Personal Banker Jobs in El Segundo, 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.
- Long Beach, CA (10 miles from El Segundo, CA)
- 5 days ago
- Long Beach, CA (10 miles from El Segundo, CA)
- 5 days ago
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients -...
- Torrance, CA (7 miles from El Segundo, CA)
- 2 days ago
- Torrance, CA (7 miles from El Segundo, CA)
- 2 days ago
cashing as needed....
Personal Banker Pasadena District
- Glendale, CA (18 miles from El Segundo, CA)
- 3 days ago
- Glendale, CA (18 miles from El Segundo, 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....
Private Client Banker - Culver City Branch - Culver City, CA
- Culver City, CA (5 miles from El Segundo, CA)
- 5 days ago
- Culver City, CA (5 miles from El Segundo, CA)
- 5 days ago
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Santa Monica, CA (8 miles from El Segundo, CA)
- 7 days ago
- Santa Monica, CA (8 miles from El Segundo, CA)
- 7 days ago
Abacus is a progressive financial planning firm devoted to helping people expand what's possible with money. We treat our team members with the same care and respect we give our clients - which is...
- Alhambra, CA (19 miles from El Segundo, CA)
- 8 days ago
- Alhambra, CA (19 miles from El Segundo, CA)
- 8 days ago
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Culver City, CA (5 miles from El Segundo, CA)
- 9 days ago
- Culver City, CA (5 miles from El Segundo, CA)
- 9 days ago
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments)....
- Beverly Hills, CA (10 miles from El Segundo, CA)
- 10 days ago
- Beverly Hills, CA (10 miles from El Segundo, CA)
- 10 days ago
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments)....
- Hawthorne, CA (3 miles from El Segundo, CA)
- 11 days ago
- Hawthorne, CA (3 miles from El Segundo, CA)
- 11 days ago
cashing as needed....
Personal Banker SAFE Act- Inglewood Branch
- Inglewood, CA (3 miles from El Segundo, CA)
- 11 days ago
- Inglewood, CA (3 miles from El Segundo, CA)
- 11 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....
Financial Advisor Financial Advisor
- Torrance, CA (7 miles from El Segundo, CA)
- 15 days ago
- Torrance, CA (7 miles from El Segundo, CA)
- 15 days ago
Financial Advisor Edward Jones 3.8 ( ) Torrance, CA Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
Merrill Market Client Relationship Manager Merrill Market Client Relationship Manager
- Pasadena, CA (22 miles from El Segundo, CA)
- 15 days ago
- Pasadena, CA (22 miles from El Segundo, CA)
- 15 days ago
Merrill Market Client Relationship Manager Bank of America 3.2 ( ) Pasadena, CA Why you should apply for a job to Bank of America : Ranked as one of the 57% say women are treated fairly and...
- Los Angeles, CA (9 miles from El Segundo, CA)
- 17 days ago
- Los Angeles, CA (9 miles from El Segundo, CA)
- 17 days ago
Also responsible for uncovering and originating consumer lending opportunities....
- Los Angeles, CA (9 miles from El Segundo, CA)
- 19 days ago
- Los Angeles, CA (9 miles from El Segundo, CA)
- 19 days ago
FINANCIAL ADVISOR SENIOR WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business...
Personal Banker SAFE Act - El Monte Branch
- El Monte, CA (23 miles from El Segundo, CA)
- 22 days ago
- El Monte, CA (23 miles from El Segundo, CA)
- 22 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 Segundo, CA
Moving to El Segundo, CA? Find some basic demographic data about El Segundo, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in El Segundo, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in El Segundo, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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