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Certified Personal Banker Jobs in California

Member Solutions Specialist (Personal Banker)
By Patelco Credit Union At Fremont, CA, United States
Advise our members in the areas of debt management, credit advancement, mortgages, and overall financial well-being.
Bachelor degree in Business, Finance or associated field, or equivalent work experience
BA or BS in business, finance, or associated field, or equivalent work experience
Offer best in class service to our members through prompt, efficient, courteous, and professional interactions.
Act as a Subject Matter Expert in our products and services offerings, and in our new accounts and consumer lending processes.
Adopt new and existing tools that will enhance the member experience and consultation process.
Bank Financial Services Representative (Personal Banker)
By First Citizens Bank. At , Santa Monica, 90403, Ca $23.80 - $41.26 an hour

Overview Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. ...

Personal Banker Jobs
By Northern Trust Corp. At , Montecito, Ca $55,000 - $61,000 a year
The key responsibilities of the role:
2-3 years of related experience
Strong client service skills, problem solving, and organizational skills are required to identify, research and/or resolve requests.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
6. Assist with maintenance and servicing of Safe Deposit Boxes in offices where available.
We value an inclusive workplace and understand flexibility means different things to different people.
38 Hour Personal Banker - Malibu
By First Bank At , Malibu, 90265, Ca
Drives individual, branch and Bank growth by working with management to define sales strategies necessary to meet sales and referral goals.
Minimum of 24 months of sales and/or banking experience preferred
Developed customer service skills, including written and verbal communication
Working towards achievement of branch and individual sales and referral goals.
(In-Store branches) Should cultivate relationship with retail store associates.
Contributing to the Bank’s efforts in reaching and surpassing its Community Reinvestment Act goals by participating in community service activities.

Are you looking for a rewarding career in banking? Become a Certified Personal Banker and join our team! Our Certified Personal Bankers provide personalized banking services to our customers, helping them to manage their finances and reach their financial goals. With competitive pay and benefits, you'll have the opportunity to make a difference in the lives of our customers. Apply today and start your journey to success!

Overview A Certified Personal Banker is a financial professional who provides personalized banking services to customers. They are responsible for helping customers manage their finances, providing advice on investments, and helping them make informed decisions about their financial future. Detailed Job Description A Certified Personal Banker is responsible for providing personalized banking services to customers. They must be knowledgeable about banking products and services, and be able to explain them to customers in a clear and concise manner. They must be able to assess customer needs and provide appropriate solutions. They must also be able to identify potential sales opportunities and cross-sell products and services. Job Skills Required
• Knowledge of banking products and services
• Excellent customer service skills
• Strong communication and interpersonal skills
• Ability to assess customer needs and provide appropriate solutions
• Ability to identify potential sales opportunities
• Ability to cross-sell products and services
• Knowledge of financial regulations and compliance
• Proficiency in computer applications
Job Qualifications
• Bachelor’s degree in finance, business, or a related field
• Previous experience in banking or financial services
• Certification in personal banking or financial services
• Knowledge of banking regulations and compliance
Job Knowledge
• Knowledge of banking products and services
• Knowledge of financial regulations and compliance
• Knowledge of banking regulations and compliance
• Knowledge of financial markets and investments
Job Experience
• Previous experience in banking or financial services
• Previous experience in customer service
• Previous experience in sales
Job Responsibilities
• Provide personalized banking services to customers
• Assess customer needs and provide appropriate solutions
• Identify potential sales opportunities and cross-sell products and services
• Explain banking products and services to customers
• Monitor customer accounts and transactions
• Ensure compliance with banking regulations and policies
• Maintain customer records and update customer information
• Assist customers with financial planning and investments