Personal Banker Jobs in Duarte, 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
- Palmdale, CA (24 miles from Duarte, CA)
- 5 days ago
- Palmdale, CA (24 miles from Duarte, CA)
- 5 days ago
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
- Yorba Linda, CA (20 miles from Duarte, CA)
- 2 hours ago
- Yorba Linda, CA (20 miles from Duarte, CA)
- 2 hours ago
Personal Banker Downtown OC 3.6 3.6 out of 5 stars Yorba Linda, CA Why Wells Fargo: Are you looking for more? Find it here....
Financial Advisor - Carmel and surrounding area
- Los Angeles, CA (19 miles from Duarte, CA)
- 3 hours ago
- Los Angeles, CA (19 miles from Duarte, CA)
- 3 hours ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Personal Banker Bilingual Spanish Anaheim
- Anaheim, CA (20 miles from Duarte, CA)
- 5 hours ago
- Anaheim, CA (20 miles from Duarte, CA)
- 5 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....
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- Glendora, CA (7 miles from Duarte, CA)
- 7 hours ago
- Glendora, CA (7 miles from Duarte, 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....
Personal Banker SAFE Act - Downey Branch
- Downey, CA (16 miles from Duarte, CA)
- 19 hours ago
- Downey, CA (16 miles from Duarte, CA)
- 19 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....
Personal Banker Valley Gateway
- North Hollywood, CA (22 miles from Duarte, CA)
- 19 hours ago
- North Hollywood, CA (22 miles from Duarte, CA)
- 19 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....
Personal Banker Long Beach District
- Bellflower, CA (19 miles from Duarte, CA)
- 1 day ago
- Bellflower, CA (19 miles from Duarte, CA)
- 1 day 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....
Thrivent Financial Advisor - California
- Glendale, CA (18 miles from Duarte, CA)
- 2 days ago
- Glendale, CA (18 miles from Duarte, CA)
- 2 days ago
READ CAREFULLY *** US citizens and residents of California only *** Commission based This is a fast-track to build and grow your own full service financial planning practice. We are looking for...
- Los Angeles, CA (19 miles from Duarte, CA)
- 3 days ago
- Los Angeles, CA (19 miles from Duarte, CA)
- 3 days ago
Application Deadline: 04/10/2025 Address: 1733 Ocean Ave. Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to...
Private Client Banker - Lakewood Blvd - Lakewood CA
- Lakewood, CA (21 miles from Duarte, CA)
- 3 days ago
- Lakewood, CA (21 miles from Duarte, CA)
- 3 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...
Private Client Banker - Valley View Ball Rd - Cypress CA
- Cypress, CA (22 miles from Duarte, CA)
- 3 days ago
- Cypress, CA (22 miles from Duarte, CA)
- 3 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...
Private Client Banker - La Mirada Mall - La Mirada, CA (Korean and English Bilingual Preferred)
- La Mirada, CA (15 miles from Duarte, CA)
- 3 days ago
- La Mirada, CA (15 miles from Duarte, CA)
- 3 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...
Personal Banker SAFE Act - Arcadia Downtown Branch (Bilingual English/ Mandarin Preferred)
- Arcadia, CA (3 miles from Duarte, CA)
- 3 days ago
- Arcadia, CA (3 miles from Duarte, 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....
Personal Banker Westchester Branch
- Los Angeles, CA (19 miles from Duarte, CA)
- 3 days ago
- Los Angeles, CA (19 miles from Duarte, 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....
Demographic Data for Duarte, CA
Moving to Duarte, CA? Find some basic demographic data about Duarte, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Duarte, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Duarte, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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