Personal Banker Jobs in California
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.
We have an immediate need for a Banker. HIRING ASAP MUST HAVE NO LESS THAN 2 YEARS OF BANK EXPERIENCE This person may be asked to travel to other locations. Responsibilities: - Manages the...
Private Client Relationship Manager San Francisco, CA
- San Francisco, CA
- 9 hours ago
- San Francisco, CA
- 9 hours ago
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships...
Personal Banker SAFE Act- Chino Hills Branch
- Chino Hills, CA
- 9 hours ago
- Chino Hills, CA
- 9 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....
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. Job in Acton Gr8Jobs
- Acton, CA
- 16 hours ago
- Acton, CA
- 16 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 08-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Associate Personal Banker Canyon Country
- Santa Clarita, CA
- 17 hours ago
- Santa Clarita, CA
- 17 hours ago
Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces to grow your career in the U.S.About this role:Wells Fargo is seeking an Associate Personal Banker (SAFE...
Job Overview This job posting is anticipated to remain open for 30 days, from 28-Mar-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Advisor - Career Change Opportunity
- Carmel by the Sea, CA
- 18 hours ago
- Carmel by the Sea, CA
- 18 hours ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 22-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Private Client Banker - Irvine Sand Canyon - Irvine, CA
- Irvine, CA
- 20 hours ago
- Irvine, CA
- 20 hours ago
JobID: 210619480 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-04-22T17:47:40+00:00 JobShift: Base Pay/Salary: Irvine,CA $22.50-$27.88 You have a passion for taking...
As a Personal Banker within PNC's Retail Banking organization, you will be based in Carlsbad, California. Bilingual Spanish preferred....
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
Associate Personal Banker Peninsula Gateway District
- Los Altos, CA
- 21 hours ago
- Los Altos, CA
- 21 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 College Center
- San Diego, CA
- 21 hours ago
- San Diego, CA
- 21 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....
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...
Demographic Data for California
Moving to California? Find some basic demographic data about California below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in California
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in California 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
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- 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
- Negotiation
- Telephone Skills
- Interpersonal Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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