Personal Banker Jobs in Palmdale, 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.
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 SAFE Act - Arcadia Downtown Branch (Bilingual English/ Mandarin Preferred)
- Arcadia, CA (24 miles from Palmdale, CA)
- 3 days ago
- Arcadia, CA (24 miles from Palmdale, 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....
Associate Private Client Financial Advisor
- Pasadena, CA (23 miles from Palmdale, CA)
- 4 days ago
- Pasadena, CA (23 miles from Palmdale, CA)
- 4 days ago
About this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of...
- Pasadena, CA (23 miles from Palmdale, CA)
- 4 days ago
- Pasadena, CA (23 miles from Palmdale, CA)
- 4 days ago
Financial ConsultantIf you no longer want tospend your time on sourcing new clients and would rather have thetime to deepen relationships and create complex financial plans,then join a team that...
Personal Banker at Shaver & Southmore
- Pasadena, CA (23 miles from Palmdale, CA)
- 15 days ago
- Pasadena, CA (23 miles from Palmdale, CA)
- 15 days ago
Personal Banker at Shaver & Southmore Personal Banker at Shaver & Southmore locations PASADENA, TX time type Full time posted on Posted 4 Days Ago job requisition id R-438349 Why Wells Fargo: Are you...
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 long-term...
Financial Advisor - Foothill Federal Credit Union
- Arcadia, CA (24 miles from Palmdale, CA)
- 45+ days ago
- Arcadia, CA (24 miles from Palmdale, CA)
- 45+ days ago
Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at...
- Pasadena, CA (23 miles from Palmdale, CA)
- 90+ days ago
- Pasadena, CA (23 miles from Palmdale, CA)
- 90+ 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...
- Burbank, CA (24 miles from Palmdale, CA)
- 90+ days ago
- Burbank, CA (24 miles from Palmdale, CA)
- 90+ days ago
POSITION CODE: 7353 DEPARTMENT/ADMINISTRATION: Academic Affairs, Woodbury APPOINTMENT: Staff, Non-Exempt, Twelve (12) Months, Full-time (40 hours) SALARY RANGE: $17.12 – $22.25 Per Hour...
Merrill Experienced Financial Advisor
- Pasadena, CA (23 miles from Palmdale, CA)
- 90+ days ago
- Pasadena, CA (23 miles from Palmdale, CA)
- 90+ 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. Merrill...
Demographic Data for Palmdale, CA
Moving to Palmdale, CA? Find some basic demographic data about Palmdale, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Palmdale, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Palmdale, 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
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »