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.
Administrative Assistant to Financial Advisor/Owner
- Chino, CA (7 miles from Ontario, CA)
- 1 hour ago
- Chino, CA (7 miles from Ontario, CA)
- 1 hour ago
Administrative Assistant to Financial Advisor/Owner (Chino) LPL Financial Central Ave compensation: $22/hr to start employment type: job title: Administrative Assistant Immediate Opening Financial...
Personal Banker SAFE Act- Chino Hills Branch
- Chino Hills, CA (9 miles from Ontario, CA)
- 1 day ago
- Chino Hills, CA (9 miles from Ontario, 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....
Private Client Banker - Irvine Sand Canyon - Irvine, CA
- Irvine, CA (22 miles from Ontario, CA)
- 2 days ago
- Irvine, CA (22 miles from Ontario, CA)
- 2 days ago
JobID: 210619480 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-04-22T17:47:40+00:00 JobShift: Base Pay/Salary: Irvine,CA $22.50-$27.88 You have a passion for taking...
Private Client Banker - Irvine Market - Irvine, CA - Mandarin Required
- Irvine, CA (22 miles from Ontario, CA)
- 9 days ago
- Irvine, CA (22 miles from Ontario, CA)
- 9 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...
- Riverside, CA (16 miles from Ontario, CA)
- 10 days ago
- Riverside, CA (16 miles from Ontario, CA)
- 10 days ago
This job posting is anticipated to remain open for 30 days, from 14-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Private Client Banker - Diamond Bar - Diamond Bar, CA
- Diamond Bar, CA (10 miles from Ontario, CA)
- 10 days ago
- Diamond Bar, CA (10 miles from Ontario, CA)
- 10 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...
Private Client Banker - Brookhurst & Chapman - Garden Grove, CA
- Garden Grove, CA (24 miles from Ontario, CA)
- 10 days ago
- Garden Grove, CA (24 miles from Ontario, CA)
- 10 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...
Personal Banker SAFE Act - Tustin Branch
- Tustin, CA (24 miles from Ontario, CA)
- 12 days ago
- Tustin, CA (24 miles from Ontario, CA)
- 12 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 SAFE Act - Tustin Ranch Branch
- Tustin, CA (24 miles from Ontario, CA)
- 17 days ago
- Tustin, CA (24 miles from Ontario, CA)
- 17 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....
Associate Bank Financial Advisor
- Corona, CA (13 miles from Ontario, CA)
- 17 days ago
- Corona, CA (13 miles from Ontario, CA)
- 17 days ago
About this role:** Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines...
Personal Banker SAFE Act- Irvine Branch
- Irvine, CA (22 miles from Ontario, CA)
- 18 days ago
- Irvine, CA (22 miles from Ontario, CA)
- 18 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....
- Irvine, CA (22 miles from Ontario, CA)
- 30+ days ago
- Irvine, CA (22 miles from Ontario, CA)
- 30+ days ago
Who you are: Minimum three to five years experience as a Personal Banker or equivalent experience in a fast paced, ever changing environment....
- Orange, CA (22 miles from Ontario, CA)
- 30+ days ago
- Orange, CA (22 miles from Ontario, CA)
- 30+ days ago
If youre looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial...
Financial Advisor -Financial Advisor - Inland Empire
- Ontario, CA
- 30+ days ago
- 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...
Personal Banker SAFE Act - Arcadia Downtown Branch
- Arcadia, CA (22 miles from Ontario, CA)
- 30+ days ago
- Arcadia, CA (22 miles from Ontario, CA)
- 30+ 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....
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
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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