Personal Banker Jobs in Encino, 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
- Calabasas, CA (14 miles from Encino, CA)
- 12 days ago
- Calabasas, CA (14 miles from Encino, CA)
- 12 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 30-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
JPMorgan Private Client Relationship Manager - Los Angeles
- Los Angeles, CA (20 miles from Encino, CA)
- 9 hours ago
- Los Angeles, CA (20 miles from Encino, 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...
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...
Roving Personal Banker Torrance Coastal District
- Hermosa Beach, CA (21 miles from Encino, CA)
- 17 hours ago
- Hermosa Beach, CA (21 miles from Encino, CA)
- 17 hours 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....
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Personal Banker North Alhambra
- Alhambra, CA (22 miles from Encino, CA)
- 1 day ago
- Alhambra, CA (22 miles from Encino, 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....
- Vernon, CA (20 miles from Encino, CA)
- 1 day ago
- Vernon, CA (20 miles from Encino, 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 (20 miles from Encino, CA)
- 2 days ago
- Los Angeles, CA (20 miles from Encino, CA)
- 2 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....
Assistant to Financial Advisor
- San Gabriel, CA (24 miles from Encino, CA)
- 2 days ago
- San Gabriel, CA (24 miles from Encino, 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 (20 miles from Encino, CA)
- 2 days ago
- Los Angeles, CA (20 miles from Encino, CA)
- 2 days ago
GENERAL SUMMARY Proactively develops a client base to which appropriate wealth management products can be sold....
- Los Angeles, CA (20 miles from Encino, CA)
- 3 days ago
- Los Angeles, CA (20 miles from Encino, CA)
- 3 days ago
management, business management, tax, and insurance services....
- Los Angeles, CA (20 miles from Encino, CA)
- 3 days ago
- Los Angeles, CA (20 miles from Encino, 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...
- Santa Monica, CA (10 miles from Encino, CA)
- 3 days ago
- Santa Monica, CA (10 miles from Encino, CA)
- 3 days ago
Experienced Financial Advisor Santa Monica, CA Full Time Experienced Abacus is a progressive financial planning firm devoted to helping people expand what's possible with money. We treat our team...
- Pasadena, CA (21 miles from Encino, CA)
- 4 days ago
- Pasadena, CA (21 miles from Encino, 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 (12 miles from Encino, CA)
- 5 days ago
- Glendale, CA (12 miles from Encino, CA)
- 5 days ago
Banker job family....
Roving Personal Banker Ventura Corridor District
- Sherman Oaks, CA (5 miles from Encino, CA)
- 6 days ago
- Sherman Oaks, CA (5 miles from Encino, CA)
- 6 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....
Demographic Data for Encino, CA
Moving to Encino, CA? Find some basic demographic data about Encino, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Encino, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Encino, 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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