Personal Banker Jobs in Temple City, 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 - Certification Provided
- Torrance, CA (24 miles from Temple City, CA)
- 30+ days ago
- Torrance, CA (24 miles from Temple City, CA)
- 30+ days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 07-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Upland, CA (22 miles from Temple City, CA)
- 11 hours ago
- Upland, CA (22 miles from Temple City, CA)
- 11 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....
Associate Roving Personal Banker West Los Angeles
- West Los Angeles, CA (22 miles from Temple City, CA)
- 22 hours ago
- West Los Angeles, CA (22 miles from Temple City, 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....
Personal Banker Downtown Los Angeles
- Los Angeles, CA (14 miles from Temple City, CA)
- 22 hours ago
- Los Angeles, CA (14 miles from Temple City, CA)
- 22 hours ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for Branch Banking as part of the Consumer and Small Business Banking division....
- Brea, CA (15 miles from Temple City, CA)
- 23 hours ago
- Brea, CA (15 miles from Temple City, CA)
- 23 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....
- Chino Hills, CA (21 miles from Temple City, CA)
- 1 day ago
- Chino Hills, CA (21 miles from Temple City, 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....
- West Hollywood, CA (15 miles from Temple City, CA)
- 1 day ago
- West Hollywood, CA (15 miles from Temple City, 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....
- Covina, CA (8 miles from Temple City, CA)
- 3 days ago
- Covina, CA (8 miles from Temple City, CA)
- 3 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 (14 miles from Temple City, CA)
- 6 days ago
- Los Angeles, CA (14 miles from Temple City, CA)
- 6 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...
Private Client Banker - Santa Monica La Brea - West Hollywood, CA
- West Hollywood, CA (15 miles from Temple City, CA)
- 7 days ago
- West Hollywood, CA (15 miles from Temple City, CA)
- 7 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 (3 miles from Temple City, CA)
- 8 days ago
- San Marino, CA (3 miles from Temple City, CA)
- 8 days ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients....
- Long Beach, CA (22 miles from Temple City, CA)
- 9 days ago
- Long Beach, CA (22 miles from Temple City, CA)
- 9 days ago
Appointment to this position is expected to be at or below the midpoint $138,876.40 of the salary range, however, the final amount will be carefully determined based on the candidate's knowledge,...
Financial Advisor (Orange County Branches)
- Orange, CA (24 miles from Temple City, CA)
- 13 days ago
- Orange, CA (24 miles from Temple City, CA)
- 13 days ago
At Rhinebeck Bank, we are committed to providing exceptional financial services to our clients while fostering an environment where talented individuals can thrive. As part of our growing team,...
Personal Banker SAFE Act- Anaheim Hills Branch
- Anaheim, CA (18 miles from Temple City, CA)
- 13 days ago
- Anaheim, CA (18 miles from Temple City, CA)
- 13 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 (20 miles from Temple City, CA)
- 14 days ago
- Beverly Hills, CA (20 miles from Temple City, CA)
- 14 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....
Demographic Data for Temple City, CA
Moving to Temple City, CA? Find some basic demographic data about Temple City, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Temple City, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Temple City, 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
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- 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
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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