Personal Banker Jobs in Rancho Cucamonga, 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
- Rancho Cucamonga, CA
- 6 hours ago
- Rancho Cucamonga, CA
- 6 hours 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...
Personal Banker Rancho Cucamonga
- Rancho Cucamonga, CA
- 13 hours ago
- Rancho Cucamonga, CA
- 13 hours 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....
- Brea, CA (22 miles from Rancho Cucamonga, CA)
- 3 days ago
- Brea, CA (22 miles from Rancho Cucamonga, 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....
- Highland, CA (24 miles from Rancho Cucamonga, CA)
- 8 days ago
- Highland, CA (24 miles from Rancho Cucamonga, CA)
- 8 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....
/23191/8cbfc248-9784-44a5-ac24-cb67cf0218a5.png&z=8&s=BNK&ih_t=6%2F24%2F2025+8%3A56%3A40+PM&utm_medium=internal%20referrer&utm_campaign=internal-ihire-portfolio&utm_content=ihire&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
Personal Banker Associate I- FH
- Highland, CA (24 miles from Rancho Cucamonga, CA)
- 12 days ago
- Highland, CA (24 miles from Rancho Cucamonga, CA)
- 12 days ago
Banker job family....
Financial Advisor - Inland Empire
- Ontario, CA (6 miles from Rancho Cucamonga, CA)
- 18 days ago
- Ontario, CA (6 miles from Rancho Cucamonga, CA)
- 18 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...
Personal Banker SAFE Act Riverside Plaza Branch
- Riverside, CA (16 miles from Rancho Cucamonga, CA)
- 27 days ago
- Riverside, CA (16 miles from Rancho Cucamonga, CA)
- 27 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 (24 miles from Rancho Cucamonga, CA)
- 30+ days ago
- Hacienda Heights, CA (24 miles from Rancho Cucamonga, CA)
- 30+ 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 (18 miles from Rancho Cucamonga, CA)
- 30+ days ago
- Covina, CA (18 miles from Rancho Cucamonga, CA)
- 30+ 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...
- Rowland Heights, CA (21 miles from Rancho Cucamonga, CA)
- 45+ days ago
- Rowland Heights, CA (21 miles from Rancho Cucamonga, CA)
- 45+ 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...
Financial Advisor -Financial Advisor - Inland Empire
- Ontario, CA (6 miles from Rancho Cucamonga, CA)
- 90+ days ago
- Ontario, CA (6 miles from Rancho Cucamonga, CA)
- 90+ 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...
Financial Advisor - Riverside and Surrounding Areas
- Riverside, CA (16 miles from Rancho Cucamonga, CA)
- 90+ days ago
- Riverside, CA (16 miles from Rancho Cucamonga, CA)
- 90+ 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...
Financial Advisor -Financial Advisor - Inland Empire
- San Bernardino, CA (17 miles from Rancho Cucamonga, CA)
- 90+ days ago
- San Bernardino, CA (17 miles from Rancho Cucamonga, CA)
- 90+ 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...
Demographic Data for Rancho Cucamonga, CA
Moving to Rancho Cucamonga, CA? Find some basic demographic data about Rancho Cucamonga, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Rancho Cucamonga, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Rancho Cucamonga, 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- 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 »