Personal Banker Jobs in Northridge, 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.
- Westlake Village, CA (19 miles from Northridge, CA)
- 4 days ago
- Westlake Village, CA (19 miles from Northridge, CA)
- 4 days ago
About the Opportunity We’re hiring on behalf of a well-established and highly respected CPA firm in Westlake Village that’s planning for its next chapter. The founder has built a long-standing...
Personal Banker 9th and Montana
- Santa Monica, CA (15 miles from Northridge, CA)
- 5 hours ago
- Santa Monica, CA (15 miles from Northridge, CA)
- 5 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....
Thrivent Financial Advisor - California
- Glendale, CA (15 miles from Northridge, CA)
- 14 hours ago
- Glendale, CA (15 miles from Northridge, CA)
- 14 hours ago
READ CAREFULLY *** US citizens and residents of California only *** Commission based This is a fast-track to build and grow your own full service financial planning practice. We are looking for...
Merrill Team Financial Advisor
- Pasadena, CA (24 miles from Northridge, CA)
- 1 day ago
- Pasadena, CA (24 miles from Northridge, CA)
- 1 day ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
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Financial Advisor (true independence w/o the downsides)
- Westlake Village, CA (16 miles from Northridge, CA)
- 2 days ago
- Westlake Village, CA (16 miles from Northridge, CA)
- 2 days ago
You're a Fit If You Have: 4+ years in financial advising or wealth management. A track record of closing business and keeping clients for the long haul....
Merrill Experienced Financial Advisor
- Westlake Village, CA (16 miles from Northridge, CA)
- 2 days ago
- Westlake Village, CA (16 miles from Northridge, CA)
- 2 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 (20 miles from Northridge, CA)
- 4 days ago
- Fillmore, CA (20 miles from Northridge, CA)
- 4 days ago
This job posting is anticipated to remain open for 30 days, from 22-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Associate Personal Banker Valley Gateway District
- Glendale, CA (15 miles from Northridge, CA)
- 5 days ago
- Glendale, CA (15 miles from Northridge, 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....
- Newbury Park, CA (20 miles from Northridge, CA)
- 7 days ago
- Newbury Park, CA (20 miles from Northridge, CA)
- 7 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, UBS Wealth Advice Center
- El Segundo, CA (23 miles from Northridge, CA)
- 7 days ago
- El Segundo, CA (23 miles from Northridge, CA)
- 7 days ago
management services and solutions continue a successful career in a growing wealth management business with strong earning potential and career advancement accept referrals from other lines of business...
Personal Banker SAFE Act - Granada Hills Branch
- Granada Hills, CA (4 miles from Northridge, CA)
- 8 days ago
- Granada Hills, CA (4 miles from Northridge, CA)
- 8 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....
Merrill Associate Client Relationship Manager
- Beverly Hills, CA (14 miles from Northridge, CA)
- 9 days ago
- Beverly Hills, CA (14 miles from Northridge, CA)
- 9 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....
Personal Banker Torrance Coastal
- El Segundo, CA (23 miles from Northridge, CA)
- 13 days ago
- El Segundo, CA (23 miles from Northridge, CA)
- 13 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....
- Encino, CA (5 miles from Northridge, CA)
- 14 days ago
- Encino, CA (5 miles from Northridge, CA)
- 14 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....
- Glendale, CA (15 miles from Northridge, CA)
- 15 days ago
- Glendale, CA (15 miles from Northridge, CA)
- 15 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...
Demographic Data for Northridge, CA
Moving to Northridge, CA? Find some basic demographic data about Northridge, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Northridge, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Northridge, 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
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Client Services
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Inbound/Outbound Calling
- Relationship Management
- Customer Relations
- Listening
- Retail
- Business Development
- High School Diploma
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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