Personal Banker Jobs in Woodland Hills, 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 Torrance Coastal
- El Segundo, CA (20 miles from Woodland Hills, CA)
- 7 hours ago
- El Segundo, CA (20 miles from Woodland Hills, CA)
- 7 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....
Member Experience Specialist I (Personal Banker I)
- Hawthorne, CA (23 miles from Woodland Hills, CA)
- 7 hours ago
- Hawthorne, CA (23 miles from Woodland Hills, CA)
- 7 hours 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 - Woodland Hills Branch
- Woodland Hills, CA
- 19 hours ago
- Woodland Hills, CA
- 19 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 (17 miles from Woodland Hills, CA)
- 19 hours ago
- North Hollywood, CA (17 miles from Woodland Hills, CA)
- 19 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 (16 miles from Woodland Hills, CA)
- 1 day ago
- Moorpark, CA (16 miles from Woodland Hills, 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...
- Westlake Village, CA (10 miles from Woodland Hills, CA)
- 2 days ago
- Westlake Village, CA (10 miles from Woodland Hills, CA)
- 2 days 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 (21 miles from Woodland Hills, CA)
- 2 days ago
- Glendale, CA (21 miles from Woodland Hills, 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...
- Westlake Village, CA (10 miles from Woodland Hills, CA)
- 3 days ago
- Westlake Village, CA (10 miles from Woodland Hills, CA)
- 3 days 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...
- Santa Monica, CA (12 miles from Woodland Hills, CA)
- 3 days ago
- Santa Monica, CA (12 miles from Woodland Hills, CA)
- 3 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...
- Camarillo, CA (24 miles from Woodland Hills, CA)
- 3 days ago
- Camarillo, CA (24 miles from Woodland Hills, 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....
Personal Banker SAFE Act - Santa Monica Montana Branch
- Santa Monica, CA (12 miles from Woodland Hills, CA)
- 11 days ago
- Santa Monica, CA (12 miles from Woodland Hills, CA)
- 11 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....
Direct to Consumer Customer Relationship Manager
- Santa Monica, CA (12 miles from Woodland Hills, CA)
- 13 days ago
- Santa Monica, CA (12 miles from Woodland Hills, CA)
- 13 days ago
Id : 13999, Title : Direct to Consumer Customer Relationship Manager, Category : Sales, RequisitionType : Professional, JobGrade : null, RequisitionId : ...539, ExternalPostedStartDate :...
Personal Banker Ponderosa & Las Posas Bilingual Spanish
- Camarillo, CA (24 miles from Woodland Hills, CA)
- 14 days ago
- Camarillo, CA (24 miles from Woodland Hills, CA)
- 14 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....
- Pacific Palisades, CA (7 miles from Woodland Hills, CA)
- 14 days ago
- Pacific Palisades, CA (7 miles from Woodland Hills, CA)
- 14 days ago
Job Description: Are you tired of large institutions whose values and ethics have gone down the drain? A great company should be founded and built upon mutual understanding, trust, collaboration,...
Client Relationship Manager - Insurance - Woodland Hills, CA
- Woodland Hills, CA
- 21 days ago
- Woodland Hills, 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...
Demographic Data for Woodland Hills, CA
Moving to Woodland Hills, CA? Find some basic demographic data about Woodland Hills, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Woodland Hills, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Woodland Hills, 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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