Personal Banker Jobs in El Monte, 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
- Covina, CA (8 miles from El Monte, CA)
- 7 hours ago
- Covina, CA (8 miles from El Monte, CA)
- 7 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 07-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Roving Personal Banker Torrance Coastal District
- El Segundo, CA (23 miles from El Monte, CA)
- moments ago
- El Segundo, CA (23 miles from El Monte, CA)
- moments 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....
- Cerritos, CA (14 miles from El Monte, CA)
- 2 hours ago
- Cerritos, CA (14 miles from El Monte, 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....
- West Covina, CA (5 miles from El Monte, CA)
- 15 hours ago
- West Covina, CA (5 miles from El Monte, CA)
- 15 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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Personal Banker North Alhambra
- Alhambra, CA (5 miles from El Monte, CA)
- 15 hours ago
- Alhambra, CA (5 miles from El Monte, CA)
- 15 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....
- Vernon, CA (11 miles from El Monte, CA)
- 1 day ago
- Vernon, CA (11 miles from El Monte, 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....
Private Wealth Client Relationship Manager
- Los Angeles, CA (13 miles from El Monte, CA)
- 1 day ago
- Los Angeles, CA (13 miles from El Monte, CA)
- 1 day ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Personal Banker (Member Service Represenative II)
- West Covina, CA (5 miles from El Monte, CA)
- 1 day ago
- West Covina, CA (5 miles from El Monte, CA)
- 1 day ago
Personal Banker (Member Service Represenative II) The pay range for this position is listed below....
- Lakewood, CA (16 miles from El Monte, CA)
- 1 day ago
- Lakewood, CA (16 miles from El Monte, CA)
- 1 day ago
cashing as needed....
Assistant to Financial Advisor
- San Gabriel, CA (3 miles from El Monte, CA)
- 2 days ago
- San Gabriel, CA (3 miles from El Monte, CA)
- 2 days ago
GENERAL SUMMARY Assist Financial Advisor (FA) with all administrative related tasks. Provides sales, processing, operational, administrative, and customer service support to Financial Advisor....
- Los Angeles, CA (13 miles from El Monte, CA)
- 2 days ago
- Los Angeles, CA (13 miles from El Monte, CA)
- 2 days ago
GENERAL SUMMARY Proactively develops a client base to which appropriate wealth management products can be sold....
- Los Angeles, CA (13 miles from El Monte, CA)
- 3 days ago
- Los Angeles, CA (13 miles from El Monte, CA)
- 3 days ago
management, business management, tax, and insurance services....
- Los Angeles, CA (13 miles from El Monte, CA)
- 3 days ago
- Los Angeles, CA (13 miles from El Monte, CA)
- 3 days ago
Associate Financial Advisor - Join a High-Performing Team at New York Life Are you ready to build a rewarding career with a Fortune 100 company? At New York Life, we are seeking motivated...
- Pasadena, CA (7 miles from El Monte, CA)
- 4 days ago
- Pasadena, CA (7 miles from El Monte, CA)
- 4 days ago
Paul Mitchell The School Pasadena is seeking a qualified Financial Aid Leader to join our family! With over one hundred schools nation-wide, Paul Mitchell Schools is growing faster than ever. Our...
Personal Banker Associate II - Byrne Glendale FC
- Glendale, CA (15 miles from El Monte, CA)
- 5 days ago
- Glendale, CA (15 miles from El Monte, CA)
- 5 days ago
Banker job family....
Demographic Data for El Monte, CA
Moving to El Monte, CA? Find some basic demographic data about El Monte, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in El Monte, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in El Monte, 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
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- 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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