Personal Banker Jobs in Santa Monica, 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.
Personal Banker Long Beach District
- Bellflower, CA (22 miles from Santa Monica, CA)
- 3 hours ago
- Bellflower, CA (22 miles from Santa Monica, CA)
- 3 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....
Financial Advisor - Ventura County Credit Union
- Simi Valley, CA (24 miles from Santa Monica, CA)
- 14 hours ago
- Simi Valley, CA (24 miles from Santa Monica, CA)
- 14 hours ago
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Ventura County...
- Westlake Village, CA (22 miles from Santa Monica, CA)
- 23 hours ago
- Westlake Village, CA (22 miles from Santa Monica, CA)
- 23 hours ago
Unlock Your Potential as a Financial Advisor in Westlake Village, CA Are you a seasoned financial professional ready to elevate your career? Imagine focusing solely on what you do best-engaging...
Thrivent Financial Advisor - California
- Glendale, CA (15 miles from Santa Monica, CA)
- 23 hours ago
- Glendale, CA (15 miles from Santa Monica, CA)
- 23 hours ago
READ CAREFULLY *** US citizens and residents of California only *** Commission based This is a fast-track to build and grow your own full service financial planning practice. We are looking for...
- Westlake Village, CA (22 miles from Santa Monica, CA)
- 1 day ago
- Westlake Village, CA (22 miles from Santa Monica, CA)
- 1 day ago
Financial Professional Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If the answer is yes, consider becoming an...
Application Deadline: 04/10/2025 Address: 1733 Ocean Ave. Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to...
- Agoura Hills, CA (17 miles from Santa Monica, CA)
- 2 days ago
- Agoura Hills, CA (17 miles from Santa Monica, 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....
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 2 days ago
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 2 days ago
Application Deadline: 04/10/2025 Address: 1733 Ocean Ave. Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to...
Private Client Banker - Bixby Knolls - Long Beach CA
- Long Beach, CA (18 miles from Santa Monica, CA)
- 2 days ago
- Long Beach, CA (18 miles from Santa Monica, CA)
- 2 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Private Client Banker - Lakewood Blvd - Lakewood CA
- Lakewood, CA (23 miles from Santa Monica, CA)
- 2 days ago
- Lakewood, CA (23 miles from Santa Monica, CA)
- 2 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Personal Banker Westchester Branch
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 2 days ago
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 2 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....
Float Personal Banker Associate I - Huntsville, AL
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 2 days ago
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 2 days ago
Banker job family....
- Alhambra, CA (21 miles from Santa Monica, CA)
- 3 days ago
- Alhambra, CA (21 miles from Santa Monica, CA)
- 3 days ago
Personal Banker Department: Branch Operations FLSA Status: Full Time/ Non-Exempt Reports to: Team Leader Location/Branch: Alhambra, CA/Arcadia, CA/Irvine, CA Seniority Level: Entry, Mid-Senior Level...
Associate Private Client Financial Advisor
- Pasadena, CA (22 miles from Santa Monica, CA)
- 3 days ago
- Pasadena, CA (22 miles from Santa Monica, CA)
- 3 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 (22 miles from Santa Monica, CA)
- 3 days ago
- Pasadena, CA (22 miles from Santa Monica, CA)
- 3 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...
Demographic Data for Santa Monica, CA
Moving to Santa Monica, CA? Find some basic demographic data about Santa Monica, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Santa Monica, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Santa Monica, 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 »