Personal Banker Jobs in Los Angeles, 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.
**BANC OF CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California...
Also responsible for uncovering and originating consumer lending opportunities....
- North Hollywood, CA (15 miles from Los Angeles, CA)
- 1 day ago
- North Hollywood, CA (15 miles from Los Angeles, 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 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...
- Westminster, CA (21 miles from Los Angeles, CA)
- 5 days ago
- Westminster, CA (21 miles from Los Angeles, 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 Culver City Pavilions
- Culver City, CA (8 miles from Los Angeles, CA)
- 5 days ago
- Culver City, CA (8 miles from Los Angeles, 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....
- Inglewood, CA (6 miles from Los Angeles, CA)
- 5 days ago
- Inglewood, CA (6 miles from Los Angeles, 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 SAFE Act - El Monte Branch
- El Monte, CA (13 miles from Los Angeles, CA)
- 5 days ago
- El Monte, CA (13 miles from Los Angeles, CA)
- 5 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....
Financial Advisor (West Covina, CA)
- West Covina, CA (18 miles from Los Angeles, CA)
- 5 days ago
- West Covina, CA (18 miles from Los Angeles, CA)
- 5 days ago
Please use Firefox or Chrome internet browser to complete this application Current Wescom Employees: Please visit the Career Center in Workday to search and apply for a current job opening. We...
We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business...
Personal Banker SAFE Act - Los Angeles Century City Branch
- Los Angeles, CA
- 6 days ago
- Los Angeles, 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....
- Monrovia, CA (20 miles from Los Angeles, CA)
- 8 days ago
- Monrovia, CA (20 miles from Los Angeles, CA)
- 8 days ago
Banker I or a Personal Banker II, depending on experience and education....
- Brea, CA (21 miles from Los Angeles, CA)
- 12 days ago
- Brea, CA (21 miles from Los Angeles, CA)
- 12 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....
- Covina, CA (21 miles from Los Angeles, CA)
- 14 days ago
- Covina, CA (21 miles from Los Angeles, CA)
- 14 days ago
This job posting is anticipated to remain open for 30 days, from 22-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor - Career Change Opportunity
- Covina, CA (21 miles from Los Angeles, CA)
- 14 days ago
- Covina, CA (21 miles from Los Angeles, CA)
- 14 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 22-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Demographic Data for Los Angeles, CA
Moving to Los Angeles, CA? Find some basic demographic data about Los Angeles, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Los Angeles, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Los Angeles, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Networking
- Business Planning
- Personal Banker
- Retirement Planning
- 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
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Coaching
- Reporting
- Interpersonal Skills
- Policy Development
- Problem Solving
- Regulations
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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