Personal Banker Jobs in San Fernando, 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 Balboa Mission Center
- Granada Hills, CA (4 miles from San Fernando, CA)
- 1 day ago
- Granada Hills, CA (4 miles from San Fernando, 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....
Associate Roving Personal Banker West Los Angeles
- Culver City, CA (20 miles from San Fernando, CA)
- 3 days ago
- Culver City, CA (20 miles from San Fernando, CA)
- 3 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....
- Los Angeles, CA (24 miles from San Fernando, CA)
- 4 days ago
- Los Angeles, CA (24 miles from San Fernando, CA)
- 4 days ago
Application Deadline: 09/29/2025 Address: 300 S. Grand Ave. Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members...
- West Hills, CA (11 miles from San Fernando, CA)
- 4 days ago
- West Hills, CA (11 miles from San Fernando, CA)
- 4 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 Bilingual Spanish - Valley Plaza
- North Hollywood, CA (8 miles from San Fernando, CA)
- 4 days ago
- North Hollywood, CA (8 miles from San Fernando, CA)
- 4 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 - Century City Branch
- Los Angeles, CA (24 miles from San Fernando, CA)
- 4 days ago
- Los Angeles, CA (24 miles from San Fernando, CA)
- 4 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....
- West Hollywood, CA (14 miles from San Fernando, CA)
- 6 days ago
- West Hollywood, CA (14 miles from San Fernando, CA)
- 6 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 - Bakersfield/LA Area
- Los Angeles, CA (24 miles from San Fernando, CA)
- 11 days ago
- Los Angeles, CA (24 miles from San Fernando, CA)
- 11 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...
- Oak Park, CA (21 miles from San Fernando, CA)
- 12 days ago
- Oak Park, CA (21 miles from San Fernando, CA)
- 12 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....
Private Client Banker - Santa Monica La Brea - West Hollywood, CA
- West Hollywood, CA (14 miles from San Fernando, CA)
- 12 days ago
- West Hollywood, CA (14 miles from San Fernando, CA)
- 12 days 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...
- San Marino, CA (21 miles from San Fernando, CA)
- 12 days ago
- San Marino, CA (21 miles from San Fernando, CA)
- 12 days ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients....
Financial Advisor - Career Change Opportunity
- Calabasas, CA (21 miles from San Fernando, CA)
- 13 days ago
- Calabasas, CA (21 miles from San Fernando, CA)
- 13 days 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...
- Van Nuys, CA (9 miles from San Fernando, CA)
- 14 days ago
- Van Nuys, CA (9 miles from San Fernando, CA)
- 14 days 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...
- Beverly Hills, CA (14 miles from San Fernando, CA)
- 19 days ago
- Beverly Hills, CA (14 miles from San Fernando, CA)
- 19 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 San Fernando, CA)
- 20 days ago
- Pasadena, CA (19 miles from San Fernando, CA)
- 20 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....
Demographic Data for San Fernando, CA
Moving to San Fernando, CA? Find some basic demographic data about San Fernando, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in San Fernando, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in San Fernando, 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
- Retirement Planning
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- 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
- Math
- Listening
- Retail
- Business Development
- Customer Relations
- High School Diploma
- Written Communication
- Telephone Skills
- Reporting
- Policy Development
- Coaching
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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