Personal Banker Jobs in Long Beach, 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.
- Culver City, CA (14 miles from Long Beach, CA)
- 20 hours ago
- Culver City, CA (14 miles from Long Beach, CA)
- 20 hours ago
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments)....
Personal Banker Newland Center
- Huntington Beach, CA (17 miles from Long Beach, CA)
- 23 hours ago
- Huntington Beach, CA (17 miles from Long Beach, 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....
- Beverly Hills, CA (18 miles from Long Beach, CA)
- 1 day ago
- Beverly Hills, CA (18 miles from Long Beach, CA)
- 1 day ago
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments)....
Personal Banker SAFE Act -Costa Mesa Branch
- Costa Mesa, CA (22 miles from Long Beach, CA)
- 1 day ago
- Costa Mesa, CA (22 miles from Long Beach, 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....
- Hawthorne, CA (7 miles from Long Beach, CA)
- 2 days ago
- Hawthorne, CA (7 miles from Long Beach, CA)
- 2 days ago
cashing as needed....
Personal Banker SAFE Act- Inglewood Branch
- Inglewood, CA (10 miles from Long Beach, CA)
- 2 days ago
- Inglewood, CA (10 miles from Long Beach, 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....
Personal Banker Roving Torrance Coastal
- Manhattan Beach, CA (9 miles from Long Beach, CA)
- 2 days ago
- Manhattan Beach, CA (9 miles from Long Beach, CA)
- 2 days 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....
- Arcadia, CA (24 miles from Long Beach, CA)
- 3 days ago
- Arcadia, CA (24 miles from Long Beach, CA)
- 3 days ago
Personal Banker Position Summary Under the direction of the Team Leader, our Senior Personal Bankers are responsible for providing clients with both personal and business banking solutions to meet their...
Personal Banker Wilshire Crescent
- Beverly Hills, CA (18 miles from Long Beach, CA)
- 5 days ago
- Beverly Hills, CA (18 miles from Long Beach, 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 Wilshire Westwood
- Los Angeles, CA (10 miles from Long Beach, CA)
- 6 days ago
- Los Angeles, CA (10 miles from Long Beach, CA)
- 6 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 Financial Advisor
- Torrance, CA (3 miles from Long Beach, CA)
- 6 days ago
- Torrance, CA (3 miles from Long Beach, CA)
- 6 days ago
Financial Advisor Edward Jones 3.8 ( ) Torrance, CA Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
Merrill Market Client Relationship Manager Merrill Market Client Relationship Manager
- Pasadena, CA (23 miles from Long Beach, CA)
- 6 days ago
- Pasadena, CA (23 miles from Long Beach, CA)
- 6 days ago
Merrill Market Client Relationship Manager Bank of America 3.2 ( ) Pasadena, CA Why you should apply for a job to Bank of America : Ranked as one of the 57% say women are treated fairly and...
Personal Banker SAFE Act- Fullerton Branch
- Fullerton, CA (21 miles from Long Beach, CA)
- 6 days ago
- Fullerton, CA (21 miles from Long Beach, 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....
- Los Angeles, CA (10 miles from Long Beach, CA)
- 8 days ago
- Los Angeles, CA (10 miles from Long Beach, CA)
- 8 days ago
Also responsible for uncovering and originating consumer lending opportunities....
- Los Angeles, CA (10 miles from Long Beach, CA)
- 10 days ago
- Los Angeles, CA (10 miles from Long Beach, CA)
- 10 days ago
FINANCIAL ADVISOR SENIOR WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business...
Demographic Data for Long Beach, CA
Moving to Long Beach, CA? Find some basic demographic data about Long Beach, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Long Beach, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Long Beach, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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