Personal Banker Jobs in Pomona, 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 - Career Change Opportunity
- Santa Ana, CA (17 miles from Pomona, CA)
- 7 hours ago
- Santa Ana, CA (17 miles from Pomona, CA)
- 7 hours 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...
Personal Banker Bilingual Spanish Panorama City
- Los Angeles, CA (24 miles from Pomona, CA)
- 1 day ago
- Los Angeles, CA (24 miles from Pomona, 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 West Los Angeles District
- Los Angeles, CA (24 miles from Pomona, CA)
- 1 day ago
- Los Angeles, CA (24 miles from Pomona, 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....
- City of Industry, CA (4 miles from Pomona, CA)
- 1 day ago
- City of Industry, CA (4 miles from Pomona, 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....
- Alhambra, CA (19 miles from Pomona, CA)
- 2 days ago
- Alhambra, CA (19 miles from Pomona, 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 (8 miles from Pomona, CA)
- 2 days ago
- Covina, CA (8 miles from Pomona, 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....
Financial Advisor - Inland Empire
- Ontario, CA (10 miles from Pomona, CA)
- 3 days ago
- Ontario, CA (10 miles from Pomona, CA)
- 3 days ago
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 (6 miles from Pomona, CA)
- 3 days ago
- Chino Hills, CA (6 miles from Pomona, 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....
- La Canada Flintridge, CA (22 miles from Pomona, CA)
- 3 days ago
- La Canada Flintridge, CA (22 miles from Pomona, 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....
Roving Personal Banker Inland Orange County District
- Seal Beach, CA (22 miles from Pomona, CA)
- 4 days ago
- Seal Beach, CA (22 miles from Pomona, CA)
- 4 days ago
In this role you will: Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies Be flexible...
Financial Advisor Manager in California,CA,US
- Los Angeles, CA (24 miles from Pomona, CA)
- 5 days ago
- Los Angeles, CA (24 miles from Pomona, CA)
- 5 days ago
The position affords the opportunity to gain a broad perspective on how talent is attracted to wealth management with a focus on hiring Financial Advisors (FAs) that have the highest probability of...
- Irvine, CA (17 miles from Pomona, CA)
- 5 days ago
- Irvine, CA (17 miles from Pomona, 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....
- Los Angeles, CA (24 miles from Pomona, CA)
- 6 days ago
- Los Angeles, CA (24 miles from Pomona, CA)
- 6 days ago
Title: Financial Advisor EOE Statement: We are an equal employment opportunity employer. Allqualified applicants will receive consideration for employmentwithout regard to race, color, religion,...
- Los Angeles, CA (24 miles from Pomona, CA)
- 7 days ago
- Los Angeles, CA (24 miles from Pomona, CA)
- 7 days ago
Priority Financial Group (PFG), a prominent financial firm with a 20+year track record in the industry, is partnering with a $600M credit union in Los Angeles to offer a unique dual-channel...
- Irvine, CA (17 miles from Pomona, CA)
- 8 days ago
- Irvine, CA (17 miles from Pomona, CA)
- 8 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...
Demographic Data for Pomona, CA
Moving to Pomona, CA? Find some basic demographic data about Pomona, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Pomona, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Pomona, 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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