Personal Banker Jobs in Pacific Palisades, 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.
Financial Advisor - Certification Provided
- Thousand Oaks, CA (21 miles from Pacific Palisades, CA)
- 6 days ago
- Thousand Oaks, CA (21 miles from Pacific Palisades, CA)
- 6 days ago
Job Overview 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. If you find yourself at a professional...
Member Experience Specialist II (Personal Banker II)
- Hawthorne, CA (16 miles from Pacific Palisades, CA)
- 1 day ago
- Hawthorne, CA (16 miles from Pacific Palisades, CA)
- 1 day ago
Would you be a great Member Experience Specialist II (Personal Banker II)?...
- Beverly Hills, CA (8 miles from Pacific Palisades, CA)
- 3 days ago
- Beverly Hills, CA (8 miles from Pacific Palisades, CA)
- 3 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....
- Reseda, CA (8 miles from Pacific Palisades, CA)
- 5 days ago
- Reseda, CA (8 miles from Pacific Palisades, 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....
Merrill Market Client Relationship Manager
- Pasadena, CA (23 miles from Pacific Palisades, CA)
- 5 days ago
- Pasadena, CA (23 miles from Pacific Palisades, CA)
- 5 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....
Working Capital Fund Financial Advisor NEW
- El Segundo, CA (13 miles from Pacific Palisades, CA)
- 5 days ago
- El Segundo, CA (13 miles from Pacific Palisades, CA)
- 5 days ago
Working Capital Fund Financial Advisor DEFTEC Corporation View Employer's Profile FOLLOW EMPLOYER Today Top Secret/SCI Unspecified Unspecified Finance El Segundo, CA (ON-SITE/OFFICE) Working...
Personal Banker Torrance Coastal
- Manhattan Beach, CA (15 miles from Pacific Palisades, CA)
- 5 days ago
- Manhattan Beach, CA (15 miles from Pacific Palisades, 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....
Personal Banker Ventura and Kelvin
- Woodland Hills, CA (7 miles from Pacific Palisades, CA)
- 6 days ago
- Woodland Hills, CA (7 miles from Pacific Palisades, CA)
- 6 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....
Personal Banker, Bilingual Spanish Required Mountain Gate Plaza
- Simi Valley, CA (19 miles from Pacific Palisades, CA)
- 10 days ago
- Simi Valley, CA (19 miles from Pacific Palisades, CA)
- 10 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....
Personal Banker El Camino Center
- Woodland Hills, CA (7 miles from Pacific Palisades, CA)
- 10 days ago
- Woodland Hills, CA (7 miles from Pacific Palisades, CA)
- 10 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....
- Hermosa Beach, CA (17 miles from Pacific Palisades, CA)
- 12 days ago
- Hermosa Beach, CA (17 miles from Pacific Palisades, CA)
- 12 days ago
This job posting is anticipated to remain open for 30 days, from 16-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Calabasas, CA (13 miles from Pacific Palisades, CA)
- 12 days ago
- Calabasas, CA (13 miles from Pacific Palisades, CA)
- 12 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....
Client Relationship Manager (Full Time Temp-to-Permanent)
- Pasadena, CA (23 miles from Pacific Palisades, CA)
- 13 days ago
- Pasadena, CA (23 miles from Pacific Palisades, CA)
- 13 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...
Personal Banker Coldwater Canyon
- Studio City, CA (11 miles from Pacific Palisades, CA)
- 14 days ago
- Studio City, CA (11 miles from Pacific Palisades, 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....
Personal Banker SAFE Act- Gardena Valley Branch
- Gardena, CA (19 miles from Pacific Palisades, CA)
- 17 days ago
- Gardena, CA (19 miles from Pacific Palisades, 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....
Demographic Data for Pacific Palisades, CA
Moving to Pacific Palisades, CA? Find some basic demographic data about Pacific Palisades, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Pacific Palisades, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Pacific Palisades, 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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