Personal Banker Jobs in San Dimas, CA
Merrill Team Financial Advisor
- Pasadena, CA (18 miles from San Dimas, CA)
- 1 day ago
- Pasadena, CA (18 miles from San Dimas, CA)
- 1 day 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 Experienced Financial Advisor
- Pasadena, CA (18 miles from San Dimas, CA)
- 2 days ago
- Pasadena, CA (18 miles from San Dimas, CA)
- 2 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....
Financial Services Officer - Hacienda Heights
- Hacienda Heights, CA (12 miles from San Dimas, CA)
- 6 days ago
- Hacienda Heights, CA (12 miles from San Dimas, CA)
- 6 days ago
Financial Services Officer - Hacienda Heights Banc of California - 2.9 Hacienda Heights, CA Job Details Full-time $20.67 - $28.13 an hour 15 hours ago Benefits Paid parental leave Health savings...
Personal Banker SAFE Act- Cerritos Branch
- Cerritos, CA (23 miles from San Dimas, CA)
- 8 days ago
- Cerritos, CA (23 miles from San Dimas, CA)
- 8 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....
- Covina, CA (5 miles from San Dimas, CA)
- 12 days ago
- Covina, CA (5 miles from San Dimas, CA)
- 12 days ago
Application Deadline: 06/26/2025 Address: 770 S. Citrus Ave. Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members...
Personal Banker SAFE Act - San Gabriel Area
- San Gabriel, CA (16 miles from San Dimas, CA)
- 13 days ago
- San Gabriel, CA (16 miles from San Dimas, CA)
- 13 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....
Roving Personal Banker Central Inland Empire District
- Fontana, CA (21 miles from San Dimas, CA)
- 14 days ago
- Fontana, CA (21 miles from San Dimas, CA)
- 14 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Roving Personal Banker San Gabriel Mountains District
- City of Industry, CA (14 miles from San Dimas, CA)
- 14 days ago
- City of Industry, CA (14 miles from San Dimas, CA)
- 14 days ago
About this role:** Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Personal Banker Baldwin Park Marketplace
- Baldwin Park, CA (8 miles from San Dimas, CA)
- 15 days ago
- Baldwin Park, CA (8 miles from San Dimas, CA)
- 15 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....
- Covina, CA (5 miles from San Dimas, CA)
- 19 days ago
- Covina, CA (5 miles from San Dimas, CA)
- 19 days ago
This job posting is anticipated to remain open for 30 days, from 07-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Rowland Heights, CA (10 miles from San Dimas, CA)
- 20 days ago
- Rowland Heights, CA (10 miles from San Dimas, CA)
- 20 days ago
Personal Banker Department: Branch Operations FLSA Status: Full Time/ Non-Exempt Reports to: Team Leader Location/Branch: Various Seniority Level: Entry or Mid-Level Employment Type: Full Time Salary...
Assistant to Financial Advisor
- San Gabriel, CA (16 miles from San Dimas, CA)
- 22 days ago
- San Gabriel, CA (16 miles from San Dimas, CA)
- 22 days ago
GENERAL SUMMARY Assist Financial Advisor (FA) with all administrative related tasks. Provides sales, processing, operational, administrative, and customer service support to Financial Advisor....
- Pasadena, CA (18 miles from San Dimas, CA)
- 24 days ago
- Pasadena, CA (18 miles from San Dimas, CA)
- 24 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...
- Orange, CA (22 miles from San Dimas, CA)
- 30+ days ago
- Orange, CA (22 miles from San Dimas, CA)
- 30+ days ago
At Rhinebeck Bank, we are committed to providing exceptional financial services to our clients while fostering an environment where talented individuals can thrive. As part of our growing team,...
Personal Banker SAFE Act- Chino Hills Branch
- Chino Hills, CA (12 miles from San Dimas, CA)
- 30+ days ago
- Chino Hills, CA (12 miles from San Dimas, 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....
Demographic Data for San Dimas, CA
Moving to San Dimas, CA? Find some basic demographic data about San Dimas, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in San Dimas, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in San Dimas, 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
- Dodd-Frank
- Account Opening
- Asset Allocation
- BSA
- Nationwide Mortgage Licensing System & Registry
- Retail Banking
- Consumer Lending
- Account Maintenance
- Annuities
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Financial Services
- Financial Planning
- Fraud Investigation
- Compensation and Benefits
- Client Services
- Notary Public
- Customer Satisfaction
- Cash Handling
- Inbound/Outbound Calling
- Referrals
- Risk Management
- Relationship Management
- Customer Relations
- Retail
- High School Diploma
- Military Background
- Written Communication
- Listening
- Business Development
- Telephone Skills
- Interpersonal Skills
- Coaching
- Flexibility
- Employee Development
- Reporting
- Regulations
- Sales
- Problem Solving
- Policy Development
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills