Personal Banker Jobs in Newhall, 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.
- Oak Park, CA (22 miles from Newhall, CA)
- 2 days ago
- Oak Park, CA (22 miles from Newhall, CA)
- 2 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....
Private Client Banker - Santa Monica La Brea - West Hollywood, CA
- West Hollywood, CA (20 miles from Newhall, CA)
- 2 days ago
- West Hollywood, CA (20 miles from Newhall, CA)
- 2 days 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...
Financial Advisor - Career Change Opportunity
- Hidden Hills, CA (20 miles from Newhall, CA)
- 2 days ago
- Hidden Hills, CA (20 miles from Newhall, CA)
- 2 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 02-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Advisor - Certification Provided
- Acton, CA (17 miles from Newhall, CA)
- 3 days ago
- Acton, CA (17 miles from Newhall, CA)
- 3 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Van Nuys, CA (14 miles from Newhall, CA)
- 4 days ago
- Van Nuys, CA (14 miles from Newhall, CA)
- 4 days ago
Financial Advisor Type: Full-time Client location: Encino, CA Work location: Remote Were seeking an experienced Financial Advisor with a portable book of business ($20M+ AUM) who is ready to grow...
- Beverly Hills, CA (20 miles from Newhall, CA)
- 9 days ago
- Beverly Hills, CA (20 miles from Newhall, CA)
- 9 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 (23 miles from Newhall, CA)
- 10 days ago
- Pasadena, CA (23 miles from Newhall, CA)
- 10 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....
Client Relationship Manager (Full Time Temp-to-Permanent)
- Pasadena, CA (23 miles from Newhall, CA)
- 18 days ago
- Pasadena, CA (23 miles from Newhall, CA)
- 18 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...
Merrill Experienced Financial Advisor
- Santa Clarita, CA (10 miles from Newhall, CA)
- 30+ days ago
- Santa Clarita, CA (10 miles from Newhall, CA)
- 30+ 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....
- Fillmore, CA (21 miles from Newhall, CA)
- 30+ days ago
- Fillmore, CA (21 miles from Newhall, CA)
- 30+ days ago
This job posting is anticipated to remain open for 30 days, from 23-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Glendale, CA (16 miles from Newhall, CA)
- 45+ days ago
- Glendale, CA (16 miles from Newhall, CA)
- 45+ days 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...
- Burbank, CA (14 miles from Newhall, CA)
- 60+ days ago
- Burbank, CA (14 miles from Newhall, CA)
- 60+ days ago
A Personal Banker is creative and can think outside the box to provide relevant solutions to our clients, while maintaining our Vision, Mission, and Values....
Financial Advisor - Santa Clarita Valley and Surrounding Areas
- Santa Clarita, CA (10 miles from Newhall, CA)
- 90+ days ago
- Santa Clarita, CA (10 miles from Newhall, CA)
- 90+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Financial Advisor - Ventura County Credit Union
- Moorpark, CA (24 miles from Newhall, CA)
- 90+ days ago
- Moorpark, CA (24 miles from Newhall, CA)
- 90+ days ago
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Ventura County...
Demographic Data for Newhall, CA
Moving to Newhall, CA? Find some basic demographic data about Newhall, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Newhall, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Newhall, 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
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »