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.
Private Client Banker - Santa Monica La Brea - West Hollywood, CA
- West Hollywood, CA (19 miles from Lakewood, CA)
- 9 hours ago
- West Hollywood, CA (19 miles from Lakewood, CA)
- 9 hours 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...
Personal Banker Foothills OC District
- Irvine, CA (23 miles from Lakewood, CA)
- 21 hours ago
- Irvine, CA (23 miles from Lakewood, CA)
- 21 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 Route 66 District
- Arcadia, CA (20 miles from Lakewood, CA)
- 21 hours ago
- Arcadia, CA (20 miles from Lakewood, CA)
- 21 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 Coastal OC District
- Costa Mesa, CA (17 miles from Lakewood, CA)
- 21 hours ago
- Costa Mesa, CA (17 miles from Lakewood, CA)
- 21 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....
- San Marino, CA (18 miles from Lakewood, CA)
- 21 hours ago
- San Marino, CA (18 miles from Lakewood, CA)
- 21 hours ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients....
Private Client Banker - Los Feliz - Los Angeles, CA
- Los Angeles, CA (10 miles from Lakewood, CA)
- 1 day ago
- Los Angeles, CA (10 miles from Lakewood, CA)
- 1 day 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...
Roving Personal Banker San Gabriel Mountain District
- 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 Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Long Beach, CA (7 miles from Lakewood, CA)
- 2 days ago
- Long Beach, CA (7 miles from Lakewood, CA)
- 2 days ago
FINANCIAL SERVICES OFFICER Salary $116,149.50 - $161,607.47 Annually Location City of Long Beach, CA Job Type Unclassified - Full-Time, Permanent Remote Employment Flexible/Hybrid Job Number...
Member Experience Specialist II (Personal Banker II)
- Hawthorne, CA (12 miles from Lakewood, CA)
- 4 days ago
- Hawthorne, CA (12 miles from Lakewood, CA)
- 4 days ago
Would you be a great Member Experience Specialist II (Personal Banker II)?...
Financial Advisor (Orange County Branches)
- Orange, CA (16 miles from Lakewood, CA)
- 6 days ago
- Orange, CA (16 miles from Lakewood, CA)
- 6 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 (10 miles from Lakewood, CA)
- 6 days ago
- Anaheim, CA (10 miles from Lakewood, CA)
- 6 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....
- Beverly Hills, CA (21 miles from Lakewood, CA)
- 7 days ago
- Beverly Hills, CA (21 miles from Lakewood, CA)
- 7 days ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
Merrill Market Client Relationship Manager
- Pasadena, CA (20 miles from Lakewood, CA)
- 8 days ago
- Pasadena, CA (20 miles from Lakewood, CA)
- 8 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 (16 miles from Lakewood, CA)
- 8 days ago
- El Segundo, CA (16 miles from Lakewood, CA)
- 8 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...
- Placentia, CA (16 miles from Lakewood, CA)
- 8 days ago
- Placentia, CA (16 miles from Lakewood, 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....
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
- 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
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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