Personal Banker Jobs in Sylmar, 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.
Financial Advisor - Career Change Opportunity. Job in Acton Gr8Jobs
- Acton, CA (10 miles from Sylmar, CA)
- 2 days ago
- Acton, CA (10 miles from Sylmar, CA)
- 2 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 08-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Associate Personal Banker Canyon Country
- Santa Clarita, CA (18 miles from Sylmar, CA)
- 2 days ago
- Santa Clarita, CA (18 miles from Sylmar, CA)
- 2 days ago
Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces to grow your career in the U.S.About this role:Wells Fargo is seeking an Associate Personal Banker (SAFE...
- Burbank, CA (10 miles from Sylmar, CA)
- 2 days ago
- Burbank, CA (10 miles from Sylmar, CA)
- 2 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 (17 miles from Sylmar, CA)
- 2 days ago
- Encino, CA (17 miles from Sylmar, CA)
- 2 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 (19 miles from Sylmar, CA)
- 6 days ago
- Beverly Hills, CA (19 miles from Sylmar, CA)
- 6 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 (19 miles from Sylmar, CA)
- 7 days ago
- Beverly Hills, CA (19 miles from Sylmar, CA)
- 7 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Personal Banker San Gabriel Mountain
- San Gabriel, CA (20 miles from Sylmar, CA)
- 11 days ago
- San Gabriel, CA (20 miles from Sylmar, CA)
- 11 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 - Topanga Canyon - Canoga Park, CA
- Canoga Park, CA (20 miles from Sylmar, CA)
- 18 days ago
- Canoga Park, CA (20 miles from Sylmar, CA)
- 18 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...
Private Client Banker - San Gabriel Market - Alhambra, CA
- Alhambra, CA (20 miles from Sylmar, CA)
- 18 days ago
- Alhambra, CA (20 miles from Sylmar, CA)
- 18 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...
Personal Banker SAFE Act - North Hills Branch
- North Hills, CA (12 miles from Sylmar, CA)
- 18 days ago
- North Hills, CA (12 miles from Sylmar, 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....
Personal Banker SAFE Act - Pacific Palisades Branch
- Pacific Palisades, CA (23 miles from Sylmar, CA)
- 25 days ago
- Pacific Palisades, CA (23 miles from Sylmar, CA)
- 25 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....
- Burbank, CA (10 miles from Sylmar, CA)
- 30+ days ago
- Burbank, CA (10 miles from Sylmar, CA)
- 30+ days ago
About Us At Cast & Crew, weve empowered creativity and supported the global entertainment industry for decades. Together with our family of brands - Backstage, CAPS, Checks & Balances, Final...
Personal Banker SAFE Act - Arcadia Downtown Branch
- Arcadia, CA (21 miles from Sylmar, CA)
- 30+ days ago
- Arcadia, CA (21 miles from Sylmar, 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....
Financial Advisor - Santa Clarita Valley and Surrounding Areas
- Santa Clarita, CA (18 miles from Sylmar, CA)
- 30+ days ago
- Santa Clarita, CA (18 miles from Sylmar, CA)
- 30+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Personal Banker SAFE Act - Arcadia Downtown Branch (Bilingual English/ Mandarin Preferred)
- Arcadia, CA (21 miles from Sylmar, CA)
- 45+ days ago
- Arcadia, CA (21 miles from Sylmar, 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 Sylmar, CA
Moving to Sylmar, CA? Find some basic demographic data about Sylmar, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Sylmar, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Sylmar, 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
- Mortgage Lending
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- 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 »