Personal Banker Jobs in La Palma, 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.
Roving Personal Banker San Gabriel Mountain District
- San Gabriel, CA (18 miles from La Palma, CA)
- 10 hours ago
- San Gabriel, CA (18 miles from La Palma, CA)
- 10 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....
Member Experience Specialist II (Personal Banker II)
- Hawthorne, CA (17 miles from La Palma, CA)
- 1 day ago
- Hawthorne, CA (17 miles from La Palma, CA)
- 1 day ago
Would you be a great Member Experience Specialist II (Personal Banker II)?...
- Chino, CA (23 miles from La Palma, CA)
- 1 day ago
- Chino, CA (23 miles from La Palma, CA)
- 1 day ago
SUMMARY Chino Commercial Bank is seeking a dynamic and customer-focused Personal Banker to join our banking team....
Financial Advisor (Orange County Branches)
- Orange, CA (11 miles from La Palma, CA)
- 3 days ago
- Orange, CA (11 miles from La Palma, CA)
- 3 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,...
Personal Banker SAFE Act- Anaheim Hills Branch
- Anaheim, CA (4 miles from La Palma, CA)
- 3 days ago
- Anaheim, CA (4 miles from La Palma, CA)
- 3 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....
- Costa Mesa, CA (14 miles from La Palma, CA)
- 4 days ago
- Costa Mesa, CA (14 miles from La Palma, CA)
- 4 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....
- Irvine, CA (18 miles from La Palma, CA)
- 5 days ago
- Irvine, CA (18 miles from La Palma, 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....
Merrill Market Client Relationship Manager
- Pasadena, CA (21 miles from La Palma, CA)
- 5 days ago
- Pasadena, CA (21 miles from La Palma, CA)
- 5 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....
Working Capital Fund Financial Advisor NEW
- El Segundo, CA (21 miles from La Palma, CA)
- 5 days ago
- El Segundo, CA (21 miles from La Palma, CA)
- 5 days 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...
- Newport Beach, CA (21 miles from La Palma, CA)
- 5 days ago
- Newport Beach, CA (21 miles from La Palma, CA)
- 5 days ago
Experienced Financial Advisor (Newport Beach) Newport Premier Wealth Management compensation: 100% Commission employment type: experience level: mid level job title: Wealth Advisor Seeking current Financial...
Remote Work- Placentia, CA (11 miles from La Palma, CA)
- 5 days ago
- Placentia, CA (11 miles from La Palma, 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....
Personal Banker Torrance Coastal
- Manhattan Beach, CA (20 miles from La Palma, CA)
- 5 days ago
- Manhattan Beach, CA (20 miles from La Palma, 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....
Client Relationship Manager--Wealth Management Firm
- Newport Beach, CA (21 miles from La Palma, CA)
- 6 days ago
- Newport Beach, CA (21 miles from La Palma, CA)
- 6 days ago
Wealth manager offers affluent executives, business owners and their families a first class, highly personalized approach to wealth management....
- Hermosa Beach, CA (20 miles from La Palma, CA)
- 12 days ago
- Hermosa Beach, CA (20 miles from La Palma, CA)
- 12 days ago
This job posting is anticipated to remain open for 30 days, from 16-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Client Relationship Manager (Full Time Temp-to-Permanent)
- Pasadena, CA (21 miles from La Palma, CA)
- 13 days ago
- Pasadena, CA (21 miles from La Palma, CA)
- 13 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...
Demographic Data for La Palma, CA
Moving to La Palma, CA? Find some basic demographic data about La Palma, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in La Palma, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in La Palma, 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
- 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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