Personal Banker Jobs in Norwalk, 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
- Seal Beach, CA (10 miles from Norwalk, CA)
- 3 days ago
- Seal Beach, CA (10 miles from Norwalk, CA)
- 3 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...
Personal Banker Valley Gateway
- Burbank, CA (24 miles from Norwalk, CA)
- 1 hour ago
- Burbank, CA (24 miles from Norwalk, CA)
- 1 hour 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 - Woodland Hills Branch
- Los Angeles, CA (10 miles from Norwalk, CA)
- 1 hour ago
- Los Angeles, CA (10 miles from Norwalk, CA)
- 1 hour 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....
- Yorba Linda, CA (15 miles from Norwalk, CA)
- 19 hours ago
- Yorba Linda, CA (15 miles from Norwalk, CA)
- 19 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....
- Irvine, CA (21 miles from Norwalk, CA)
- 20 hours ago
- Irvine, CA (21 miles from Norwalk, CA)
- 20 hours ago
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a...
Financial Advisor Trainee-Rolling Hills Estates, CA
- Rolling Hills Estates, CA (19 miles from Norwalk, CA)
- 21 hours ago
- Rolling Hills Estates, CA (19 miles from Norwalk, CA)
- 21 hours ago
Raymond James Financial, Inc. Financial Advisor Trainee-Rolling Hills Estates, CA in Rolling Hills Estates , California Job Description Become trained and skilled to effectively and efficiently...
Financial Advisor - Carmel and surrounding area
- Los Angeles, CA (10 miles from Norwalk, CA)
- 21 hours ago
- Los Angeles, CA (10 miles from Norwalk, CA)
- 21 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 (7 miles from Norwalk, CA)
- 22 hours ago
- Anaheim, CA (7 miles from Norwalk, CA)
- 22 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 Torrance Coastal
- El Segundo, CA (18 miles from Norwalk, CA)
- 1 day ago
- El Segundo, CA (18 miles from Norwalk, 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....
- Glendora, CA (19 miles from Norwalk, CA)
- 1 day ago
- Glendora, CA (19 miles from Norwalk, 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....
Member Experience Specialist I (Personal Banker I)
- Hawthorne, CA (15 miles from Norwalk, CA)
- 1 day ago
- Hawthorne, CA (15 miles from Norwalk, CA)
- 1 day ago
Embark on an exciting journey as a Member Experience Specialist I at SkyOne Federal Credit Union! As a Member Experience Specialist I, you will have the unique opportunity to make a tangible...
Personal Banker SAFE Act - Downey Branch
- Downey, CA (3 miles from Norwalk, CA)
- 1 day ago
- Downey, CA (3 miles from Norwalk, CA)
- 1 day 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 Long Beach District
- Bellflower, CA (3 miles from Norwalk, CA)
- 2 days ago
- Bellflower, CA (3 miles from Norwalk, 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....
- Irvine, CA (21 miles from Norwalk, CA)
- 2 days ago
- Irvine, CA (21 miles from Norwalk, CA)
- 2 days ago
Financial Advisor Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients,...
- Irvine, CA (21 miles from Norwalk, CA)
- 2 days ago
- Irvine, CA (21 miles from Norwalk, CA)
- 2 days ago
Be in Business for Yourself, not By Yourself Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and...
Demographic Data for Norwalk, CA
Moving to Norwalk, CA? Find some basic demographic data about Norwalk, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Norwalk, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Norwalk, 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
- 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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Here are some other career titles that require similar skills
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