Personal Banker Jobs in La Habra, 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 - Certification Provided
- Torrance, CA (21 miles from La Habra, CA)
- 30+ days ago
- Torrance, CA (21 miles from La Habra, CA)
- 30+ days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 07-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Upland, CA (22 miles from La Habra, CA)
- 11 hours ago
- Upland, CA (22 miles from La Habra, CA)
- 11 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....
Personal Banker Downtown Los Angeles
- Los Angeles, CA (16 miles from La Habra, CA)
- 22 hours ago
- Los Angeles, CA (16 miles from La Habra, CA)
- 22 hours ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for Branch Banking as part of the Consumer and Small Business Banking division....
- Brea, CA (4 miles from La Habra, CA)
- 23 hours ago
- Brea, CA (4 miles from La Habra, CA)
- 23 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....
- Chino Hills, CA (13 miles from La Habra, CA)
- 1 day ago
- Chino Hills, CA (13 miles from La Habra, 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 Newland Center
- Huntington Beach, CA (16 miles from La Habra, CA)
- 1 day ago
- Huntington Beach, CA (16 miles from La Habra, 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....
- West Hollywood, CA (23 miles from La Habra, CA)
- 1 day ago
- West Hollywood, CA (23 miles from La Habra, 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 SAFE Act -Norco Branch
- Norco, CA (22 miles from La Habra, CA)
- 2 days ago
- Norco, CA (22 miles from La Habra, CA)
- 2 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 (11 miles from La Habra, CA)
- 3 days ago
- Covina, CA (11 miles from La Habra, 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....
Financial Advisor - Bakersfield/LA Area
- Los Angeles, CA (16 miles from La Habra, CA)
- 6 days ago
- Los Angeles, CA (16 miles from La Habra, CA)
- 6 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 Coastal OC District
- Fountain Valley, CA (15 miles from La Habra, CA)
- 6 days ago
- Fountain Valley, CA (15 miles from La Habra, CA)
- 6 days ago
strongWhy Wes Fargo:/strongbrbrAre yo ookng for more? Fnd t here. At Wes Fargo, we're more than a fnanca servces eader - we're a goba trabazer commtted to drvng nnovaton, empowerng commntes, and...
Private Client Banker - Santa Monica La Brea - West Hollywood, CA
- West Hollywood, CA (23 miles from La Habra, CA)
- 7 days ago
- West Hollywood, CA (23 miles from La Habra, CA)
- 7 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
- San Marino, CA (15 miles from La Habra, CA)
- 8 days ago
- San Marino, CA (15 miles from La Habra, CA)
- 8 days ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients....
- Long Beach, CA (19 miles from La Habra, CA)
- 9 days ago
- Long Beach, CA (19 miles from La Habra, CA)
- 9 days ago
Appointment to this position is expected to be at or below the midpoint $138,876.40 of the salary range, however, the final amount will be carefully determined based on the candidate's knowledge,...
Financial Advisor (Orange County Branches)
- Orange, CA (12 miles from La Habra, CA)
- 13 days ago
- Orange, CA (12 miles from La Habra, CA)
- 13 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,...
Demographic Data for La Habra, CA
Moving to La Habra, CA? Find some basic demographic data about La Habra, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in La Habra, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in La Habra, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- 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
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- 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
- Relationship Management
- Inbound/Outbound Calling
- Math
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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