Personal Banker Jobs in West Covina, 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 (5 miles from West Covina, CA)
- 7 hours ago
- El Monte, CA (5 miles from West Covina, CA)
- 7 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....
- Long Beach, CA (24 miles from West Covina, CA)
- 1 day ago
- Long Beach, CA (24 miles from West Covina, CA)
- 1 day ago
Associate Financial Advisor Boutique Wealth Management Firm Palos Verdes, CA Overview Boutique, Independent Wealth Management firm seeks an Associate Financial Advisor to collaborate with Managing Partners...
Financial Advisor - Los Angeles, CA
- Los Angeles, CA (18 miles from West Covina, CA)
- 1 day ago
- Los Angeles, CA (18 miles from West Covina, 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 (18 miles from West Covina, CA)
- 2 days ago
- Los Angeles, CA (18 miles from West Covina, 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 (18 miles from West Covina, CA)
- 3 days ago
- Los Angeles, CA (18 miles from West Covina, 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....
Financial Advisor - Career Change Opportunity
- Santa Ana, CA (22 miles from West Covina, CA)
- 4 days ago
- Santa Ana, CA (22 miles from West Covina, CA)
- 4 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 19-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker Bilingual Spanish Panorama City
- Los Angeles, CA (18 miles from West Covina, CA)
- 5 days ago
- Los Angeles, CA (18 miles from West Covina, 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 (24 miles from West Covina, CA)
- 6 days ago
- Studio City, CA (24 miles from West Covina, 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 (11 miles from West Covina, CA)
- 6 days ago
- Alhambra, CA (11 miles from West Covina, 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....
- City of Industry, CA (6 miles from West Covina, CA)
- 6 days ago
- City of Industry, CA (6 miles from West Covina, 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 (23 miles from West Covina, CA)
- 6 days ago
- Gardena, CA (23 miles from West Covina, 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....
Financial Advisor - Inland Empire
- Ontario, CA (16 miles from West Covina, CA)
- 7 days ago
- Ontario, CA (16 miles from West Covina, CA)
- 7 days ago
Unlimited Impact, Uncapped Income, and Independence YOUR CAREER WITH NORTHWESTERN MUTUAL At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover...
- La Canada Flintridge, CA (14 miles from West Covina, CA)
- 7 days ago
- La Canada Flintridge, CA (14 miles from West Covina, 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 (23 miles from West Covina, CA)
- 7 days ago
- Gardena, CA (23 miles from West Covina, 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....
Roving Personal Banker Inland Orange County District
- Seal Beach, CA (23 miles from West Covina, CA)
- 8 days ago
- Seal Beach, CA (23 miles from West Covina, CA)
- 8 days ago
In this role you will: Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies Be flexible...
Demographic Data for West Covina, CA
Moving to West Covina, CA? Find some basic demographic data about West Covina, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in West Covina, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in West Covina, 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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