Personal Banker Jobs in Sherman Oaks, 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 Bilingual South El Monte
- El Monte, CA (23 miles from Sherman Oaks, CA)
- 5 hours ago
- El Monte, CA (23 miles from Sherman Oaks, CA)
- 5 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....
Financial Advisor - Los Angeles, CA
- Los Angeles, CA (17 miles from Sherman Oaks, CA)
- 1 day ago
- Los Angeles, CA (17 miles from Sherman Oaks, CA)
- 1 day 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...
Financial Advisor Los Angeles (Associate Level)
- Los Angeles, CA (17 miles from Sherman Oaks, CA)
- 2 days ago
- Los Angeles, CA (17 miles from Sherman Oaks, CA)
- 2 days ago
With a national footprint, Lenox is continually looking for ambitious, experienced Sales Professionals, who will be responsible for developing new client opportunities across the wealth management spectrum...
Personal Banker SAFE Act - Los Angeles Fairfax Branch
- Los Angeles, CA (17 miles from Sherman Oaks, CA)
- 3 days ago
- Los Angeles, CA (17 miles from Sherman Oaks, 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....
Personal Banker Bilingual Spanish Panorama City
- Los Angeles, CA (17 miles from Sherman Oaks, CA)
- 5 days ago
- Los Angeles, CA (17 miles from Sherman Oaks, 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....
- Studio City, CA (4 miles from Sherman Oaks, CA)
- 6 days ago
- Studio City, CA (4 miles from Sherman Oaks, 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....
- Alhambra, CA (17 miles from Sherman Oaks, CA)
- 6 days ago
- Alhambra, CA (17 miles from Sherman Oaks, 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....
Personal Banker Bilingual Spanish Panorama City
- Panorama City, CA (3 miles from Sherman Oaks, CA)
- 6 days ago
- Panorama City, CA (3 miles from Sherman Oaks, 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....
Personal Banker SAFE Act- South Coast Area
- Gardena, CA (21 miles from Sherman Oaks, CA)
- 6 days ago
- Gardena, CA (21 miles from Sherman Oaks, CA)
- 6 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....
- La Canada Flintridge, CA (19 miles from Sherman Oaks, CA)
- 7 days ago
- La Canada Flintridge, CA (19 miles from Sherman Oaks, CA)
- 7 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....
- Gardena, CA (21 miles from Sherman Oaks, CA)
- 7 days ago
- Gardena, CA (21 miles from Sherman Oaks, CA)
- 7 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 Manager in California,CA,US
- Los Angeles, CA (17 miles from Sherman Oaks, CA)
- 9 days ago
- Los Angeles, CA (17 miles from Sherman Oaks, CA)
- 9 days ago
The position affords the opportunity to gain a broad perspective on how talent is attracted to wealth management with a focus on hiring Financial Advisors (FAs) that have the highest probability of...
- Los Angeles, CA (17 miles from Sherman Oaks, CA)
- 10 days ago
- Los Angeles, CA (17 miles from Sherman Oaks, CA)
- 10 days ago
Title: Financial Advisor EOE Statement: We are an equal employment opportunity employer. Allqualified applicants will receive consideration for employmentwithout regard to race, color, religion,...
- Los Angeles, CA (17 miles from Sherman Oaks, CA)
- 11 days ago
- Los Angeles, CA (17 miles from Sherman Oaks, CA)
- 11 days ago
Required Experience: Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of...
- Los Angeles, CA (17 miles from Sherman Oaks, CA)
- 11 days ago
- Los Angeles, CA (17 miles from Sherman Oaks, CA)
- 11 days ago
Priority Financial Group (PFG), a prominent financial firm with a 20+year track record in the industry, is partnering with a $600M credit union in Los Angeles to offer a unique dual-channel...
Demographic Data for Sherman Oaks, CA
Moving to Sherman Oaks, CA? Find some basic demographic data about Sherman Oaks, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Sherman Oaks, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Sherman Oaks, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Check Cashing
- 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
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Investigation
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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