Personal Banker Jobs in Glendora, 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.
Personal Banker Bilingual South El Monte
- El Monte, CA (11 miles from Glendora, CA)
- 1 day ago
- El Monte, CA (11 miles from Glendora, 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 (16 miles from Glendora, CA)
- 7 days ago
- Alhambra, CA (16 miles from Glendora, 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....
Financial Advisor - Inland Empire
- Ontario, CA (11 miles from Glendora, CA)
- 7 days ago
- Ontario, CA (11 miles from Glendora, CA)
- 7 days ago
Unlimited Impact, Uncapped Income, and Independence YOUR CAREER WITH NORTHWESTERN MUTUAL At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover...
- La Canada Flintridge, CA (16 miles from Glendora, CA)
- 8 days ago
- La Canada Flintridge, CA (16 miles from Glendora, CA)
- 8 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 - Los Angeles Central Area
- Bell Gardens, CA (21 miles from Glendora, CA)
- 16 days ago
- Bell Gardens, CA (21 miles from Glendora, 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....
Merrill Experienced Financial Advisor
- Pasadena, CA (16 miles from Glendora, CA)
- 19 days ago
- Pasadena, CA (16 miles from Glendora, CA)
- 19 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Financial Services Officer - Hacienda Heights
- Hacienda Heights, CA (11 miles from Glendora, CA)
- 23 days ago
- Hacienda Heights, CA (11 miles from Glendora, CA)
- 23 days ago
Financial Services Officer - Hacienda Heights Banc of California - 2.9 Hacienda Heights, CA Job Details Full-time $20.67 - $28.13 an hour 15 hours ago Benefits Paid parental leave Health savings...
Personal Banker SAFE Act- Cerritos Branch
- Cerritos, CA (21 miles from Glendora, CA)
- 24 days ago
- Cerritos, CA (21 miles from Glendora, CA)
- 24 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....
- Covina, CA (3 miles from Glendora, CA)
- 28 days ago
- Covina, CA (3 miles from Glendora, CA)
- 28 days ago
Application Deadline: 06/26/2025 Address: 770 S. Citrus Ave. Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members...
Personal Banker SAFE Act - San Gabriel Area
- San Gabriel, CA (14 miles from Glendora, CA)
- 29 days ago
- San Gabriel, CA (14 miles from Glendora, CA)
- 29 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....
- Rowland Heights, CA (10 miles from Glendora, CA)
- 30+ days ago
- Rowland Heights, CA (10 miles from Glendora, CA)
- 30+ 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...
- Lakewood, CA (24 miles from Glendora, CA)
- 30+ days ago
- Lakewood, CA (24 miles from Glendora, CA)
- 30+ days ago
cashing as needed....
Assistant to Financial Advisor
- San Gabriel, CA (14 miles from Glendora, CA)
- 30+ days ago
- San Gabriel, CA (14 miles from Glendora, CA)
- 30+ days ago
GENERAL SUMMARY Assist Financial Advisor (FA) with all administrative related tasks. Provides sales, processing, operational, administrative, and customer service support to Financial Advisor....
- Pasadena, CA (16 miles from Glendora, CA)
- 30+ days ago
- Pasadena, CA (16 miles from Glendora, CA)
- 30+ days ago
Paul Mitchell The School Pasadena is seeking a qualified Financial Aid Leader to join our family! With over one hundred schools nation-wide, Paul Mitchell Schools is growing faster than ever. Our...
- Rancho Cucamonga, CA (14 miles from Glendora, CA)
- 30+ days ago
- Rancho Cucamonga, CA (14 miles from Glendora, CA)
- 30+ days ago
This job posting is anticipated to remain open for 30 days, from 22-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Demographic Data for Glendora, CA
Moving to Glendora, CA? Find some basic demographic data about Glendora, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Glendora, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Glendora, 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
- Certified Financial Planner
- Check Cashing
- 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
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Listening
- Retail
- High School Diploma
- Business Development
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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