Personal Banker Jobs in Lakewood, 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 Mountains District
- City of Industry, CA (12 miles from Lakewood, CA)
- 10 hours ago
- City of Industry, CA (12 miles from Lakewood, 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....
Personal Banker Bilingual Spanish Anaheim
- Anaheim, CA (10 miles from Lakewood, CA)
- 11 hours ago
- Anaheim, CA (10 miles from Lakewood, 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....
- Placentia, CA (16 miles from Lakewood, CA)
- 11 hours ago
- Placentia, CA (16 miles from Lakewood, 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....
Roving Personal Banker Foothills Orange County District
- Irvine, CA (23 miles from Lakewood, CA)
- 13 hours ago
- Irvine, CA (23 miles from Lakewood, CA)
- 13 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....
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Personal Banker South El Monte
- El Monte, CA (16 miles from Lakewood, CA)
- 13 hours ago
- El Monte, CA (16 miles from Lakewood, CA)
- 13 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....
JPMorgan Private Client Relationship Manager Irvine, CA
- Irvine, CA (23 miles from Lakewood, CA)
- 1 day ago
- Irvine, CA (23 miles from Lakewood, CA)
- 1 day ago
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships...
Associate Personal Banker Movietown Plaza
- West Hollywood, CA (19 miles from Lakewood, CA)
- 1 day ago
- West Hollywood, CA (19 miles from Lakewood, 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- Fountain Valley Branch
- Fountain Valley, CA (14 miles from Lakewood, CA)
- 1 day ago
- Fountain Valley, CA (14 miles from Lakewood, CA)
- 1 day 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....
- Glendale, CA (23 miles from Lakewood, CA)
- 1 day ago
- Glendale, CA (23 miles from Lakewood, CA)
- 1 day ago
Client Relationship Manager General information Client / Corporate Client Work Mode In-Office Name Client Relationship Manager Job ID 20838 City Glendale Published date 09-May-2025 State...
- Chino Hills, CA (24 miles from Lakewood, CA)
- 1 day ago
- Chino Hills, CA (24 miles from Lakewood, 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....
- Los Angeles, CA (10 miles from Lakewood, CA)
- 1 day ago
- Los Angeles, CA (10 miles from Lakewood, CA)
- 1 day 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....
Personal Banker Baldwin Park Marketplace
- Baldwin Park, CA (19 miles from Lakewood, CA)
- 1 day ago
- Baldwin Park, CA (19 miles from Lakewood, 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 Orange North Tustin
- Orange, CA (16 miles from Lakewood, CA)
- 1 day ago
- Orange, CA (16 miles from Lakewood, 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....
Financial Advisor - No Experience Required
- Rosemead, CA (14 miles from Lakewood, CA)
- 2 days ago
- Rosemead, CA (14 miles from Lakewood, CA)
- 2 days ago
Interested in becoming a financial advisor but do not have experience? The role: Once properly licensed, you will be helping clients plan a secure financial future. You will be trained to help...
Roving Personal Banker Inland Orange County District
- Huntington Beach, CA (13 miles from Lakewood, CA)
- 2 days ago
- Huntington Beach, CA (13 miles from Lakewood, CA)
- 2 days ago
Roving Personal Banker Inland Orange County District 3.6 3.6 out of 5 stars Huntington Beach, CA About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch...
Demographic Data for Lakewood, CA
Moving to Lakewood, CA? Find some basic demographic data about Lakewood, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lakewood, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lakewood, 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
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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