Personal Banker Jobs in Valencia, 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
- Acton, CA (21 miles from Valencia, CA)
- 5 days ago
- Acton, CA (21 miles from Valencia, CA)
- 5 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 SAFE Act - Woodland Hills Branch
- Woodland Hills, CA (23 miles from Valencia, CA)
- 20 hours ago
- Woodland Hills, CA (23 miles from Valencia, CA)
- 20 hours 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 Valley Gateway
- North Hollywood, CA (22 miles from Valencia, CA)
- 20 hours ago
- North Hollywood, CA (22 miles from Valencia, CA)
- 20 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
- Moorpark, CA (21 miles from Valencia, CA)
- 1 day ago
- Moorpark, CA (21 miles from Valencia, CA)
- 1 day 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...
Thrivent Financial Advisor - California
- Glendale, CA (24 miles from Valencia, CA)
- 2 days ago
- Glendale, CA (24 miles from Valencia, CA)
- 2 days 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...
- Agoura Hills, CA (24 miles from Valencia, CA)
- 3 days ago
- Agoura Hills, CA (24 miles from Valencia, CA)
- 3 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....
Client Relationship Manager - Insurance - Woodland Hills, CA
- Woodland Hills, CA (23 miles from Valencia, CA)
- 21 days ago
- Woodland Hills, CA (23 miles from Valencia, CA)
- 21 days ago
Client Relationship Manager Woodland Hills, CA About Cognizant Cognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the...
- Glendale, CA (24 miles from Valencia, CA)
- 23 days ago
- Glendale, CA (24 miles from Valencia, CA)
- 23 days ago
As a Branch Personal Banker, you will strengthen customer relationships with a defined sales process....
- Encino, CA (20 miles from Valencia, CA)
- 30+ days ago
- Encino, CA (20 miles from Valencia, CA)
- 30+ days ago
A Personal Banker is creative and can think outside the box to provide relevant solutions to our clients, while maintaining our Vision, Mission, and Values....
Financial Advisor / Sales Opportunity
- Calabasas, CA (24 miles from Valencia, CA)
- 30+ days ago
- Calabasas, CA (24 miles from Valencia, CA)
- 30+ days ago
Unlimited Impact, Uncapped Income, and Independence YOUR CAREER WITH NORTHWESTERN MUTUAL At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover...
Personal Banker SAFE Act - Reseda Branch (Bilingual Spanish Preferred)
- Reseda, CA (17 miles from Valencia, CA)
- 30+ days ago
- Reseda, CA (17 miles from Valencia, CA)
- 30+ 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....
Personal Banker SAFE Act - Topanga Canyon Branch (Bilingual Spanish Preferred)
- Woodland Hills, CA (23 miles from Valencia, CA)
- 30+ days ago
- Woodland Hills, CA (23 miles from Valencia, CA)
- 30+ 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....
- Acton, CA (21 miles from Valencia, CA)
- 45+ days ago
- Acton, CA (21 miles from Valencia, CA)
- 45+ days ago
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...
Personal Banker SAFE Act - Granada Hills Branch
- Granada Hills, CA (11 miles from Valencia, CA)
- 90+ days ago
- Granada Hills, CA (11 miles from Valencia, CA)
- 90+ 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....
- Burbank, CA (22 miles from Valencia, CA)
- 90+ days ago
- Burbank, CA (22 miles from Valencia, 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...
Demographic Data for Valencia, CA
Moving to Valencia, CA? Find some basic demographic data about Valencia, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Valencia, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Valencia, 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
- 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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