Personal Banker Jobs in Stevenson Ranch, 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.
- Westlake Village, CA (21 miles from Stevenson Ranch, CA)
- 3 days ago
- Westlake Village, CA (21 miles from Stevenson Ranch, CA)
- 3 days ago
About the Opportunity We’re hiring on behalf of a well-established and highly respected CPA firm in Westlake Village that’s planning for its next chapter. The founder has built a long-standing...
Financial Advisor - Career Change Opportunity
- Calabasas, CA (17 miles from Stevenson Ranch, CA)
- 16 days ago
- Calabasas, CA (17 miles from Stevenson Ranch, CA)
- 16 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 30-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Roving Personal Banker West Los Angeles District
- Beverly Hills, CA (23 miles from Stevenson Ranch, CA)
- 1 day ago
- Beverly Hills, CA (23 miles from Stevenson Ranch, 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 Bilingual Spanish Van Nuys
- Van Nuys, CA (15 miles from Stevenson Ranch, CA)
- 2 days ago
- Van Nuys, CA (15 miles from Stevenson Ranch, CA)
- 2 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....
- Van Nuys, CA (15 miles from Stevenson Ranch, CA)
- 4 days ago
- Van Nuys, CA (15 miles from Stevenson Ranch, CA)
- 4 days ago
Financial Advisor Type: Full-time Work location: Encino, CA Schedule: 1-2 days/week onsite We re seeking an experienced Financial Advisor with a portable book of business ($20M+ AUM) who is ready...
Personal Banker Associate II - Byrne Glendale FC
- Glendale, CA (23 miles from Stevenson Ranch, CA)
- 9 days ago
- Glendale, CA (23 miles from Stevenson Ranch, CA)
- 9 days ago
Banker job family....
Personal Banker Bilingual Vons Fillmore
- Fillmore, CA (13 miles from Stevenson Ranch, CA)
- 10 days ago
- Fillmore, CA (13 miles from Stevenson Ranch, CA)
- 10 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 Vineland Avenue
- Studio City, CA (20 miles from Stevenson Ranch, CA)
- 12 days ago
- Studio City, CA (20 miles from Stevenson Ranch, 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....
Personal Banker Ventura and Kelvin
- Woodland Hills, CA (17 miles from Stevenson Ranch, CA)
- 12 days ago
- Woodland Hills, CA (17 miles from Stevenson Ranch, 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....
Roving Personal Banker - Countyline District
- Simi Valley, CA (12 miles from Stevenson Ranch, CA)
- 17 days ago
- Simi Valley, CA (12 miles from Stevenson Ranch, CA)
- 17 days ago
Roving Personal Banker - Countyline District 3.6 3.6 out of 5 stars Simi Valley, CA Why Wells Fargo: Are you looking for more? Find it here....
- Calabasas, CA (17 miles from Stevenson Ranch, CA)
- 18 days ago
- Calabasas, CA (17 miles from Stevenson Ranch, CA)
- 18 days ago
This job posting is anticipated to remain open for 30 days, from 30-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
- Burbank, CA (21 miles from Stevenson Ranch, CA)
- 18 days ago
- Burbank, CA (21 miles from Stevenson Ranch, CA)
- 18 days ago
A Personal Banker is creative and can think outside the box to provide relevant solutions to our clients, while maintaining our Vision, Mission, and Values....
Personal Banker SAFE Act - Encino Branch
- Encino, CA (15 miles from Stevenson Ranch, CA)
- 18 days ago
- Encino, CA (15 miles from Stevenson Ranch, CA)
- 18 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 Trainee-PCG-Beverly Hills, CA
- Beverly Hills, CA (23 miles from Stevenson Ranch, CA)
- 22 days ago
- Beverly Hills, CA (23 miles from Stevenson Ranch, CA)
- 22 days ago
Financial Advisor Trainee-PCG-Beverly Hills, CA locations Beverly Hills, California - United States time type Full time posted on Posted 19 Days Ago job requisition id R-0002268 Job Description...
- Beverly Hills, CA (23 miles from Stevenson Ranch, CA)
- 23 days ago
- Beverly Hills, CA (23 miles from Stevenson Ranch, CA)
- 23 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Demographic Data for Stevenson Ranch, CA
Moving to Stevenson Ranch, CA? Find some basic demographic data about Stevenson Ranch, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Stevenson Ranch, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Stevenson Ranch, 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
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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