Personal Banker Jobs in Ontario, 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.
- Covina, CA (14 miles from Ontario, CA)
- 30+ days ago
- Covina, CA (14 miles from Ontario, CA)
- 30+ days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 22-Aug-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Monrovia, CA (19 miles from Ontario, CA)
- 1 day ago
- Monrovia, CA (19 miles from Ontario, CA)
- 1 day ago
Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants...
JPMorgan Private Client Relationship Manager Irvine, CA
- Irvine, CA (22 miles from Ontario, CA)
- 1 day ago
- Irvine, CA (22 miles from Ontario, CA)
- 1 day ago
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker Rancho Cucamonga
- Rancho Cucamonga, CA (6 miles from Ontario, CA)
- 1 day ago
- Rancho Cucamonga, CA (6 miles from Ontario, 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....
Personal Banker SAFE Act -Loma Linda Branch
- Loma Linda, CA (22 miles from Ontario, CA)
- 2 days ago
- Loma Linda, CA (22 miles from Ontario, 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 Lincoln & Gilbert
- Anaheim, CA (23 miles from Ontario, CA)
- 3 days ago
- Anaheim, CA (23 miles from Ontario, CA)
- 3 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....
- Irvine, CA (22 miles from Ontario, CA)
- 9 days ago
- Irvine, CA (22 miles from Ontario, CA)
- 9 days ago
Title: Client Relationship Manager Location: Irvine, CA (On-site) We are looking for a motivated, people-oriented professional to join our Irvine office as a Client Relationship Manager. This role...
- Arcadia, CA (22 miles from Ontario, CA)
- 12 days ago
- Arcadia, CA (22 miles from Ontario, CA)
- 12 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...
Financial Advisor Financial Advisor
- Covina, CA (14 miles from Ontario, CA)
- 15 days ago
- Covina, CA (14 miles from Ontario, CA)
- 15 days ago
Financial Advisor Edward Jones 3.8 ( ) Covina, 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...
Associate Financial Advisor Associate Financial Advisor
- Irvine, CA (22 miles from Ontario, CA)
- 15 days ago
- Irvine, CA (22 miles from Ontario, CA)
- 15 days ago
Associate Financial Advisor Edward Jones 3.8 ( ) Irvine, 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...
Personal Banker SAFE Act - El Monte Branch
- El Monte, CA (22 miles from Ontario, CA)
- 22 days ago
- El Monte, CA (22 miles from Ontario, CA)
- 22 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 (16 miles from Ontario, CA)
- 22 days ago
- West Covina, CA (16 miles from Ontario, CA)
- 22 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...
- Monrovia, CA (19 miles from Ontario, CA)
- 25 days ago
- Monrovia, CA (19 miles from Ontario, CA)
- 25 days ago
Banker I or a Personal Banker II, depending on experience and education....
- Corona, CA (13 miles from Ontario, CA)
- 30+ days ago
- Corona, CA (13 miles from Ontario, CA)
- 30+ days ago
As a Personal Banker within PNC's Retail organization, you will be based in Corona, CA. Bilingual Spanish preferred....
Financial Advisor - Riverside and Surrounding Areas
- Rancho Cucamonga, CA (6 miles from Ontario, CA)
- 30+ days ago
- Rancho Cucamonga, CA (6 miles from Ontario, CA)
- 30+ 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...
Demographic Data for Ontario, CA
Moving to Ontario, CA? Find some basic demographic data about Ontario, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Ontario, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Ontario, 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
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Account Opening
- Lending
- 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
- Business Development
- Retail
- 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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