Personal Banker Jobs in Winnetka, 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.
Associate Roving Personal Banker West Los Angeles
- Culver City, CA (17 miles from Winnetka, CA)
- 2 days ago
- Culver City, CA (17 miles from Winnetka, CA)
- 2 days 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....
Associate Roving Personal Banker Westside
- Los Angeles, CA (24 miles from Winnetka, CA)
- 2 days ago
- Los Angeles, CA (24 miles from Winnetka, CA)
- 2 days 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 Torrance Coastal
- Hawthorne, CA (24 miles from Winnetka, CA)
- 2 days ago
- Hawthorne, CA (24 miles from Winnetka, 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....
- Los Angeles, CA (24 miles from Winnetka, CA)
- 2 days ago
- Los Angeles, CA (24 miles from Winnetka, CA)
- 2 days ago
Application Deadline: 09/29/2025 Address: 300 S. Grand Ave. Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members...
- West Hills, CA (3 miles from Winnetka, CA)
- 3 days ago
- West Hills, CA (3 miles from Winnetka, 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....
Personal Banker Bilingual Spanish - Valley Plaza
- North Hollywood, CA (12 miles from Winnetka, CA)
- 3 days ago
- North Hollywood, CA (12 miles from Winnetka, 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....
Personal Banker SAFE Act - Century City Branch
- Los Angeles, CA (24 miles from Winnetka, CA)
- 3 days ago
- Los Angeles, CA (24 miles from Winnetka, 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....
Member Experience Specialist II / Personal Banker II - Bilingual (Spanish/English)
- Hawthorne, CA (24 miles from Winnetka, CA)
- 3 days ago
- Hawthorne, CA (24 miles from Winnetka, CA)
- 3 days ago
Join our team at SkyOne Federal Credit Union as a Member Experience Specialist II and immerse yourself in an engaging, onsite environment where your passion for outstanding service shines. This...
- West Hollywood, CA (16 miles from Winnetka, CA)
- 5 days ago
- West Hollywood, CA (16 miles from Winnetka, 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....
Financial Advisor - Bakersfield/LA Area
- Los Angeles, CA (24 miles from Winnetka, CA)
- 10 days ago
- Los Angeles, CA (24 miles from Winnetka, CA)
- 10 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 (16 miles from Winnetka, CA)
- 10 days ago
- West Hollywood, CA (16 miles from Winnetka, CA)
- 10 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...
Financial Advisor - Career Change Opportunity
- Calabasas, CA (11 miles from Winnetka, CA)
- 12 days ago
- Calabasas, CA (11 miles from Winnetka, CA)
- 12 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 02-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Van Nuys, CA (4 miles from Winnetka, CA)
- 13 days ago
- Van Nuys, CA (4 miles from Winnetka, CA)
- 13 days ago
Financial Advisor Type: Full-time Client location: Encino, CA Work location: Remote Were seeking an experienced Financial Advisor with a portable book of business ($20M+ AUM) who is ready to grow...
- Beverly Hills, CA (13 miles from Winnetka, CA)
- 17 days ago
- Beverly Hills, CA (13 miles from Winnetka, CA)
- 17 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....
Financial Advisor - Los Angeles, CA
- Los Angeles, CA (24 miles from Winnetka, CA)
- 30+ days ago
- Los Angeles, CA (24 miles from Winnetka, CA)
- 30+ 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...
Demographic Data for Winnetka, CA
Moving to Winnetka, CA? Find some basic demographic data about Winnetka, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Winnetka, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Winnetka, 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
- 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
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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