Personal Banker Jobs in Playa Vista, 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.
Private Client Banker - Los Feliz - Los Angeles, CA
- Los Angeles, CA (9 miles from Playa Vista, CA)
- 4 hours ago
- Los Angeles, CA (9 miles from Playa Vista, CA)
- 4 hours 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...
Financial Advisor - Career Change Opportunity
- Calabasas, CA (22 miles from Playa Vista, CA)
- 12 hours ago
- Calabasas, CA (22 miles from Playa Vista, CA)
- 12 hours ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 02-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Long Beach, CA (13 miles from Playa Vista, CA)
- 1 day ago
- Long Beach, CA (13 miles from Playa Vista, CA)
- 1 day ago
FINANCIAL SERVICES OFFICER Salary $116,149.50 - $161,607.47 Annually Location City of Long Beach, CA Job Type Unclassified - Full-Time, Permanent Remote Employment Flexible/Hybrid Job Number...
- Van Nuys, CA (14 miles from Playa Vista, CA)
- 1 day ago
- Van Nuys, CA (14 miles from Playa Vista, CA)
- 1 day ago
Financial Advisor Type: Full-time Client location: Encino, CA Work location: Remote Were seeking an experienced Financial Advisor with a portable book of business ($20M+ AUM) who is ready to grow...
Roving Personal Banker San Gabriel Mountain District
- San Gabriel, CA (20 miles from Playa Vista, CA)
- 2 days ago
- San Gabriel, CA (20 miles from Playa Vista, CA)
- 2 days 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....
Member Experience Specialist II (Personal Banker II)
- Hawthorne, CA (5 miles from Playa Vista, CA)
- 3 days ago
- Hawthorne, CA (5 miles from Playa Vista, CA)
- 3 days ago
Would you be a great Member Experience Specialist II (Personal Banker II)?...
- Beverly Hills, CA (6 miles from Playa Vista, CA)
- 5 days ago
- Beverly Hills, CA (6 miles from Playa Vista, CA)
- 5 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....
Merrill Market Client Relationship Manager
- Pasadena, CA (19 miles from Playa Vista, CA)
- 7 days ago
- Pasadena, CA (19 miles from Playa Vista, CA)
- 7 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 (4 miles from Playa Vista, CA)
- 7 days ago
- El Segundo, CA (4 miles from Playa Vista, CA)
- 7 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 (6 miles from Playa Vista, CA)
- 7 days ago
- Manhattan Beach, CA (6 miles from Playa Vista, 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....
- Hermosa Beach, CA (7 miles from Playa Vista, CA)
- 14 days ago
- Hermosa Beach, CA (7 miles from Playa Vista, CA)
- 14 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...
Client Relationship Manager (Full Time Temp-to-Permanent)
- Pasadena, CA (19 miles from Playa Vista, CA)
- 15 days ago
- Pasadena, CA (19 miles from Playa Vista, CA)
- 15 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...
Financial Advisor - Los Angeles, CA
- Los Angeles, CA (9 miles from Playa Vista, CA)
- 20 days ago
- Los Angeles, CA (9 miles from Playa Vista, CA)
- 20 days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Personal Banker SAFE Act - Los Angeles Fairfax Branch
- Los Angeles, CA (9 miles from Playa Vista, CA)
- 22 days ago
- Los Angeles, CA (9 miles from Playa Vista, 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 - Certification Provided
- Torrance, CA (11 miles from Playa Vista, CA)
- 24 days ago
- Torrance, CA (11 miles from Playa Vista, CA)
- 24 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 04-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Demographic Data for Playa Vista, CA
Moving to Playa Vista, CA? Find some basic demographic data about Playa Vista, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Playa Vista, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Playa Vista, 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
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »