Personal Banker Jobs in Woodland Hills, 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
- Fillmore, CA (22 miles from Woodland Hills, CA)
- 19 hours ago
- Fillmore, CA (22 miles from Woodland Hills, CA)
- 19 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 23-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Advisor - Certification Provided
- Thousand Oaks, CA (14 miles from Woodland Hills, CA)
- 19 hours ago
- Thousand Oaks, CA (14 miles from Woodland Hills, CA)
- 19 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 23-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker Torrance Coastal
- Manhattan Beach, CA (21 miles from Woodland Hills, CA)
- 2 hours ago
- Manhattan Beach, CA (21 miles from Woodland Hills, CA)
- 2 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....
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 Required Mountain Gate Plaza
- Simi Valley, CA (12 miles from Woodland Hills, CA)
- 4 days ago
- Simi Valley, CA (12 miles from Woodland Hills, 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....
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, West Lake Main
- Thousand Oaks, CA (14 miles from Woodland Hills, CA)
- 4 days ago
- Thousand Oaks, CA (14 miles from Woodland Hills, 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....
- Hermosa Beach, CA (23 miles from Woodland Hills, CA)
- 7 days ago
- Hermosa Beach, CA (23 miles from Woodland Hills, CA)
- 7 days ago
This job posting is anticipated to remain open for 30 days, from 16-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Calabasas, CA (5 miles from Woodland Hills, CA)
- 7 days ago
- Calabasas, CA (5 miles from Woodland Hills, 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....
Personal Banker Coldwater Canyon
- Studio City, CA (17 miles from Woodland Hills, CA)
- 8 days ago
- Studio City, CA (17 miles from Woodland Hills, 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....
Merrill Experienced Financial Advisor
- Westlake Village, CA (10 miles from Woodland Hills, CA)
- 30+ days ago
- Westlake Village, CA (10 miles from Woodland Hills, CA)
- 30+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Financial Advisor, UBS Wealth Advice Center
- El Segundo, CA (20 miles from Woodland Hills, CA)
- 30+ days ago
- El Segundo, CA (20 miles from Woodland Hills, CA)
- 30+ days ago
management services and solutions continue a successful career in a growing wealth management business with strong earning potential and career advancement accept referrals from other lines of business...
Personal Banker SAFE Act - Granada Hills Branch
- Granada Hills, CA (14 miles from Woodland Hills, CA)
- 30+ days ago
- Granada Hills, CA (14 miles from Woodland Hills, 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....
- Glendale, CA (21 miles from Woodland Hills, CA)
- 30+ days ago
- Glendale, CA (21 miles from Woodland Hills, CA)
- 30+ days ago
Client Relationship Manager General information Client / Corporate Client Work Mode In-Office Name Client Relationship Manager Job ID 20838 City Glendale Published date 09-May-2025 State...
- Van Nuys, CA (8 miles from Woodland Hills, CA)
- 45+ days ago
- Van Nuys, CA (8 miles from Woodland Hills, CA)
- 45+ days ago
Financial Advisor Type: Full-time Work location: Encino, CA Schedule: 1-2 days/week onsite We re seeking an experienced Financial Advisor with a portable book of business ($20M+ AUM) who is ready...
Demographic Data for Woodland Hills, CA
Moving to Woodland Hills, CA? Find some basic demographic data about Woodland Hills, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Woodland Hills, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Woodland Hills, 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
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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