Personal Banker Jobs in San Marino, 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.
Private Client Banker - Los Feliz - Los Angeles, CA
- Los Angeles, CA (12 miles from San Marino, CA)
- 11 hours ago
- Los Angeles, CA (12 miles from San Marino, CA)
- 11 hours 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...
Financial Advisor - Certification Provided
- Acton, CA (24 miles from San Marino, CA)
- 11 hours ago
- Acton, CA (24 miles from San Marino, CA)
- 11 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Roving Personal Banker San Gabriel Mountain District
- Baldwin Park, CA (8 miles from San Marino, CA)
- 22 hours ago
- Baldwin Park, CA (8 miles from San Marino, CA)
- 22 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....
- Long Beach, CA (21 miles from San Marino, CA)
- 1 day ago
- Long Beach, CA (21 miles from San Marino, CA)
- 1 day ago
FINANCIAL SERVICES OFFICER Salary $116,149.50 - $161,607.47 Annually Location City of Long Beach, CA Job Type Unclassified - Full-Time, Permanent Remote Employment Flexible/Hybrid Job Number...
- Van Nuys, CA (23 miles from San Marino, CA)
- 1 day ago
- Van Nuys, CA (23 miles from San Marino, CA)
- 1 day 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...
Roving Personal Banker Route 66 District
- La Verne, CA (20 miles from San Marino, CA)
- 2 days ago
- La Verne, CA (20 miles from San Marino, CA)
- 2 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....
Member Experience Specialist II (Personal Banker II)
- Hawthorne, CA (19 miles from San Marino, CA)
- 3 days ago
- Hawthorne, CA (19 miles from San Marino, CA)
- 3 days ago
Would you be a great Member Experience Specialist II (Personal Banker II)?...
Personal Banker SAFE Act- Anaheim Hills Branch
- Anaheim, CA (20 miles from San Marino, CA)
- 5 days ago
- Anaheim, CA (20 miles from San Marino, CA)
- 5 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....
- Beverly Hills, CA (16 miles from San Marino, CA)
- 6 days ago
- Beverly Hills, CA (16 miles from San Marino, CA)
- 6 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....
Financial Advisor - Career Change Opportunity
- Acton, CA (24 miles from San Marino, CA)
- 7 days ago
- Acton, CA (24 miles from San Marino, CA)
- 7 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 06-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Merrill Market Client Relationship Manager
- Pasadena, CA (2 miles from San Marino, CA)
- 7 days ago
- Pasadena, CA (2 miles from San Marino, CA)
- 7 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....
Working Capital Fund Financial Advisor NEW
- El Segundo, CA (21 miles from San Marino, CA)
- 7 days ago
- El Segundo, CA (21 miles from San Marino, CA)
- 7 days ago
Working Capital Fund Financial Advisor DEFTEC Corporation View Employer's Profile FOLLOW EMPLOYER Today Top Secret/SCI Unspecified Unspecified Finance El Segundo, CA (ON-SITE/OFFICE) Working...
- Placentia, CA (22 miles from San Marino, CA)
- 8 days ago
- Placentia, CA (22 miles from San Marino, 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....
- Hermosa Beach, CA (23 miles from San Marino, CA)
- 15 days ago
- Hermosa Beach, CA (23 miles from San Marino, CA)
- 15 days ago
This job posting is anticipated to remain open for 30 days, from 16-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Client Relationship Manager (Full Time Temp-to-Permanent)
- Pasadena, CA (2 miles from San Marino, CA)
- 15 days ago
- Pasadena, CA (2 miles from San Marino, CA)
- 15 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...
Demographic Data for San Marino, CA
Moving to San Marino, CA? Find some basic demographic data about San Marino, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in San Marino, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in San Marino, 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
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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