Personal Banker Jobs in Irwindale, 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 (2 miles from Irwindale, CA)
- 2 days ago
- Covina, CA (2 miles from Irwindale, CA)
- 2 days 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...
- La Habra, CA (13 miles from Irwindale, CA)
- 9 hours ago
- La Habra, CA (13 miles from Irwindale, CA)
- 9 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....
- Covina, CA (2 miles from Irwindale, CA)
- 22 hours ago
- Covina, CA (2 miles from Irwindale, CA)
- 22 hours ago
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. Join a financial services firm where your contributions...
- Rowland Heights, CA (10 miles from Irwindale, CA)
- 1 day ago
- Rowland Heights, CA (10 miles from Irwindale, CA)
- 1 day ago
Personal Banker Department: Branch Operations FLSA Status: Full Time/ Non-Exempt Reports to: Team Leader Location/Branch: Various Seniority Level: Entry or Mid-Level Employment Type: Full Time Salary...
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JPMorgan Private Client Relationship Manager - Los Angeles
- Los Angeles, CA (22 miles from Irwindale, CA)
- 1 day ago
- Los Angeles, CA (22 miles from Irwindale, CA)
- 1 day 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...
- Buena Park, CA (21 miles from Irwindale, CA)
- 1 day ago
- Buena Park, CA (21 miles from Irwindale, 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....
- Cerritos, CA (21 miles from Irwindale, CA)
- 1 day ago
- Cerritos, CA (21 miles from Irwindale, 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....
Personal Banker Rancho Cucamonga
- Rancho Cucamonga, CA (18 miles from Irwindale, CA)
- 1 day ago
- Rancho Cucamonga, CA (18 miles from Irwindale, 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....
- West Covina, CA (4 miles from Irwindale, CA)
- 2 days ago
- West Covina, CA (4 miles from Irwindale, CA)
- 2 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 North Alhambra
- Alhambra, CA (13 miles from Irwindale, CA)
- 2 days ago
- Alhambra, CA (13 miles from Irwindale, CA)
- 2 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....
- Vernon, CA (19 miles from Irwindale, CA)
- 2 days ago
- Vernon, CA (19 miles from Irwindale, CA)
- 2 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....
Private Wealth Client Relationship Manager
- Los Angeles, CA (22 miles from Irwindale, CA)
- 3 days ago
- Los Angeles, CA (22 miles from Irwindale, CA)
- 3 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....
Personal Banker (Member Service Represenative II)
- West Covina, CA (4 miles from Irwindale, CA)
- 3 days ago
- West Covina, CA (4 miles from Irwindale, CA)
- 3 days ago
Personal Banker (Member Service Represenative II) The pay range for this position is listed below....
- Lakewood, CA (23 miles from Irwindale, CA)
- 3 days ago
- Lakewood, CA (23 miles from Irwindale, CA)
- 3 days ago
cashing as needed....
Assistant to Financial Advisor
- San Gabriel, CA (10 miles from Irwindale, CA)
- 3 days ago
- San Gabriel, CA (10 miles from Irwindale, CA)
- 3 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....
Demographic Data for Irwindale, CA
Moving to Irwindale, CA? Find some basic demographic data about Irwindale, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Irwindale, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Irwindale, 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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