Personal Banker Jobs in Westchester, 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
- Calabasas, CA (24 miles from Westchester, CA)
- 4 hours ago
- Calabasas, CA (24 miles from Westchester, CA)
- 4 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 23-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker SAFE Act - Encino Branch
- Los Angeles, CA (8 miles from Westchester, CA)
- 10 hours ago
- Los Angeles, CA (8 miles from Westchester, CA)
- 10 hours 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....
- Hawthorne, CA (4 miles from Westchester, CA)
- 1 day ago
- Hawthorne, CA (4 miles from Westchester, CA)
- 1 day ago
As a Personal Banker within PNC's Retail Branch Banking organization, you will be based in La Plata, Maryland in the Hawthorne Road branch....
Roving Personal Banker - Countyline District
- Agoura Hills, CA (24 miles from Westchester, CA)
- 1 day ago
- Agoura Hills, CA (24 miles from Westchester, CA)
- 1 day 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 Safe Act- Inglewood Branch
- Inglewood, CA (2 miles from Westchester, CA)
- 1 day ago
- Inglewood, CA (2 miles from Westchester, CA)
- 1 day 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....
- Inglewood, CA (2 miles from Westchester, CA)
- 2 days ago
- Inglewood, CA (2 miles from Westchester, 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....
- Calabasas, CA (24 miles from Westchester, CA)
- 2 days ago
- Calabasas, CA (24 miles from Westchester, CA)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 23-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- El Segundo, CA (2 miles from Westchester, CA)
- 2 days ago
- El Segundo, CA (2 miles from Westchester, 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....
- Los Angeles, CA (8 miles from Westchester, CA)
- 3 days ago
- Los Angeles, CA (8 miles from Westchester, CA)
- 3 days ago
Management Maintain awareness of financial news via company-approved online sites, meetings and various news media to support and advance professional development toward becoming a RBC Financial Advisor...
Personal Banker Bilingual Spanish Hawthorne Artesia
- Torrance, CA (9 miles from Westchester, CA)
- 4 days ago
- Torrance, CA (9 miles from Westchester, CA)
- 4 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 Trainee-PCG-Beverly Hills, CA
- Beverly Hills, CA (8 miles from Westchester, CA)
- 6 days ago
- Beverly Hills, CA (8 miles from Westchester, 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 (8 miles from Westchester, CA)
- 7 days ago
- Beverly Hills, CA (8 miles from Westchester, CA)
- 7 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
- Calabasas, CA (24 miles from Westchester, CA)
- 8 days ago
- Calabasas, CA (24 miles from Westchester, CA)
- 8 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 San Gabriel Mountain
- San Gabriel, CA (20 miles from Westchester, CA)
- 11 days ago
- San Gabriel, CA (20 miles from Westchester, 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 - Rancho Park - Los Angeles, CA
- Los Angeles, CA (8 miles from Westchester, CA)
- 14 days ago
- Los Angeles, CA (8 miles from Westchester, CA)
- 14 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...
Demographic Data for Westchester, CA
Moving to Westchester, CA? Find some basic demographic data about Westchester, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Westchester, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Westchester, 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
- 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
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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