Personal Banker Jobs in Riverside, 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.
Personal Banker Rancho Cucamonga
- Rancho Cucamonga, CA (16 miles from Riverside, CA)
- 1 day ago
- Rancho Cucamonga, CA (16 miles from Riverside, 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 SAFE Act -Loma Linda Branch
- Loma Linda, CA (7 miles from Riverside, CA)
- 2 days ago
- Loma Linda, CA (7 miles from Riverside, CA)
- 2 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 Financial Advisor
- Redlands, CA (13 miles from Riverside, CA)
- 15 days ago
- Redlands, CA (13 miles from Riverside, CA)
- 15 days ago
Financial Advisor Edward Jones 3.8 ( ) Redlands, CA Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
- Corona, CA (13 miles from Riverside, CA)
- 30+ days ago
- Corona, CA (13 miles from Riverside, CA)
- 30+ days ago
As a Personal Banker within PNC's Retail organization, you will be based in Corona, CA. Bilingual Spanish preferred....
Financial Advisor - Riverside and Surrounding Areas
- Rancho Cucamonga, CA (16 miles from Riverside, CA)
- 30+ days ago
- Rancho Cucamonga, CA (16 miles from Riverside, CA)
- 30+ 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...
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...
Personal Banker SAFE Act -Norco Branch
- Norco, CA (11 miles from Riverside, CA)
- 45+ days ago
- Norco, CA (11 miles from Riverside, CA)
- 45+ 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 - Riverside and Surrounding Areas
- Riverside, CA
- 90+ days ago
- Riverside, 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 (9 miles from Riverside, CA)
- 90+ days ago
- San Bernardino, CA (9 miles from Riverside, 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 Riverside, CA
Moving to Riverside, CA? Find some basic demographic data about Riverside, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Riverside, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Riverside, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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