Personal Banker Jobs in San Dimas, 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.
Roving Personal Banker San Gabriel Mountain District
- San Gabriel, CA (16 miles from San Dimas, CA)
- 4 hours ago
- San Gabriel, CA (16 miles from San Dimas, CA)
- 4 hours 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....
Roving Personal Banker Route 66 District
- La Verne, CA (4 miles from San Dimas, CA)
- 4 hours ago
- La Verne, CA (4 miles from San Dimas, CA)
- 4 hours 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....
- Chino, CA (14 miles from San Dimas, CA)
- 1 day ago
- Chino, CA (14 miles from San Dimas, CA)
- 1 day ago
SUMMARY Chino Commercial Bank is seeking a dynamic and customer-focused Personal Banker to join our banking team....
- Norco, CA (19 miles from San Dimas, CA)
- 3 days ago
- Norco, CA (19 miles from San Dimas, 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....
- Ontario, CA (9 miles from San Dimas, CA)
- 3 days ago
- Ontario, CA (9 miles from San Dimas, 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....
Financial Advisor (Orange County Branches)
- Orange, CA (22 miles from San Dimas, CA)
- 3 days ago
- Orange, CA (22 miles from San Dimas, CA)
- 3 days ago
At Rhinebeck Bank, we are committed to providing exceptional financial services to our clients while fostering an environment where talented individuals can thrive. As part of our growing team,...
Personal Banker SAFE Act- Anaheim Hills Branch
- Anaheim, CA (20 miles from San Dimas, CA)
- 3 days ago
- Anaheim, CA (20 miles from San Dimas, CA)
- 3 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....
Merrill Market Client Relationship Manager
- Pasadena, CA (18 miles from San Dimas, CA)
- 5 days ago
- Pasadena, CA (18 miles from San Dimas, 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....
- Placentia, CA (16 miles from San Dimas, CA)
- 5 days ago
- Placentia, CA (16 miles from San Dimas, 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....
Client Relationship Manager (Full Time Temp-to-Permanent)
- Pasadena, CA (18 miles from San Dimas, CA)
- 13 days ago
- Pasadena, CA (18 miles from San Dimas, 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...
- La Canada Flintridge, CA (18 miles from San Dimas, CA)
- 25 days ago
- La Canada Flintridge, CA (18 miles from San Dimas, CA)
- 25 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 - Los Angeles Central Area
- Bell Gardens, CA (23 miles from San Dimas, CA)
- 30+ days ago
- Bell Gardens, CA (23 miles from San Dimas, CA)
- 30+ 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....
Merrill Experienced Financial Advisor
- Pasadena, CA (18 miles from San Dimas, CA)
- 30+ days ago
- Pasadena, CA (18 miles from San Dimas, CA)
- 30+ 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....
Financial Services Officer - Hacienda Heights
- Hacienda Heights, CA (12 miles from San Dimas, CA)
- 30+ days ago
- Hacienda Heights, CA (12 miles from San Dimas, 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...
Personal Banker SAFE Act - San Gabriel Area
- San Gabriel, CA (16 miles from San Dimas, CA)
- 45+ days ago
- San Gabriel, CA (16 miles from San Dimas, 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....
Demographic Data for San Dimas, CA
Moving to San Dimas, CA? Find some basic demographic data about San Dimas, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in San Dimas, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in San Dimas, 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
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 »