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.
Roving Associate Personal Banker - San Bernardino Corridor District
- San Bernardino, CA (20 miles from Ontario, CA)
- 3 hours ago
- San Bernardino, CA (20 miles from Ontario, CA)
- 3 hours ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Financial Advisor - Career Change Opportunity
- Santa Ana, CA (24 miles from Ontario, CA)
- 1 day ago
- Santa Ana, CA (24 miles from Ontario, CA)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 19-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- City of Industry, CA (15 miles from Ontario, CA)
- 2 days ago
- City of Industry, CA (15 miles from Ontario, 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....
- Covina, CA (14 miles from Ontario, CA)
- 3 days ago
- Covina, CA (14 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....
Unlimited Impact, Uncapped Income, and Independence YOUR CAREER WITH NORTHWESTERN MUTUAL At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover...
- Chino Hills, CA (9 miles from Ontario, CA)
- 5 days ago
- Chino Hills, CA (9 miles from Ontario, 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....
- Irvine, CA (22 miles from Ontario, CA)
- 9 days ago
- Irvine, CA (22 miles from Ontario, CA)
- 9 days ago
Thrivent Financial Advisor 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...
Personal Banker SAFE Act Irvine Branch
- Irvine, CA (22 miles from Ontario, CA)
- 11 days ago
- Irvine, CA (22 miles from Ontario, CA)
- 11 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....
- Corona, CA (13 miles from Ontario, CA)
- 12 days ago
- Corona, CA (13 miles from Ontario, CA)
- 12 days ago
Personal bankers also strive to build and maintain strong customer relationships to ensure customer satisfaction and loyalty....
Personal Banker SAFE Act Riverside Plaza Branch
- Riverside, CA (16 miles from Ontario, CA)
- 13 days ago
- Riverside, CA (16 miles from Ontario, CA)
- 13 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 Services Officer - Hacienda Heights
- Hacienda Heights, CA (19 miles from Ontario, CA)
- 19 days ago
- Hacienda Heights, CA (19 miles from Ontario, CA)
- 19 days ago
Financial Services Officer - Hacienda Heights Banc of California - 2.9 Hacienda Heights, CA Job Details Full-time $20.67 - $28.13 an hour 15 hours ago Benefits Paid parental leave Health savings...
- Covina, CA (14 miles from Ontario, CA)
- 25 days ago
- Covina, CA (14 miles from Ontario, CA)
- 25 days ago
Application Deadline: 06/26/2025 Address: 770 S. Citrus Ave. Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members...
JPMorgan Private Client Relationship Manager Irvine, CA
- Irvine, CA (22 miles from Ontario, CA)
- 28 days ago
- Irvine, CA (22 miles from Ontario, CA)
- 28 days ago
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships...
- Rowland Heights, CA (15 miles from Ontario, CA)
- 30+ days ago
- Rowland Heights, CA (15 miles from Ontario, CA)
- 30+ days ago
Personal Banker Department: Branch Operations FLSA Status: Full Time/ Non-Exempt Reports to: Team Leader Location/Branch: Various Seniority Level: Entry or Mid-Level Employment Type: Full Time Salary...
- Rancho Cucamonga, CA (6 miles from Ontario, CA)
- 30+ days ago
- Rancho Cucamonga, CA (6 miles from Ontario, CA)
- 30+ 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...
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
- 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- 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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