Personal Banker Jobs in Alameda, 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 - Certification Provided
- San Rafael, CA (18 miles from Alameda, CA)
- 2 hours ago
- San Rafael, CA (18 miles from Alameda, CA)
- 2 hours ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 13-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
JPMorgan Private Client Relationship Manager - San Francisco, CA
- San Francisco, CA (7 miles from Alameda, CA)
- 3 hours ago
- San Francisco, CA (7 miles from Alameda, CA)
- 3 hours ago
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships...
Associate Personal Banker Mid Peninsula District
- Half Moon Bay, CA (21 miles from Alameda, CA)
- 1 day ago
- Half Moon Bay, CA (21 miles from Alameda, CA)
- 1 day ago
Associate Personal Banker Mid Peninsula District 3.6 3.6 out of 5 stars Half Moon Bay, CA Why Wells Fargo: Are you looking for more? Find it here....
Wealth Management - Financial Advisor
- San Francisco, CA (7 miles from Alameda, CA)
- 1 day ago
- San Francisco, CA (7 miles from Alameda, CA)
- 1 day ago
Who Are We? With an "A" health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches...
Associate Personal Banker Peninsula Gateway District
- Palo Alto, CA (23 miles from Alameda, CA)
- 1 day ago
- Palo Alto, CA (23 miles from Alameda, CA)
- 1 day 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....
JPMorgan Private Client Relationship Manager Palo Alto, CA
- Palo Alto, CA (23 miles from Alameda, CA)
- 3 days ago
- Palo Alto, CA (23 miles from Alameda, CA)
- 3 days ago
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships...
Associate Personal Banker Greater San Francisco District
- San Francisco, CA (7 miles from Alameda, CA)
- 3 days ago
- San Francisco, CA (7 miles from Alameda, 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....
Private Wealth Client Relationship Manager
- San Francisco, CA (7 miles from Alameda, CA)
- 3 days ago
- San Francisco, CA (7 miles from Alameda, CA)
- 3 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....
Roving Personal Banker - Delta Breeze District
- Pleasant Hill, CA (16 miles from Alameda, CA)
- 4 days ago
- Pleasant Hill, CA (16 miles from Alameda, CA)
- 4 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....
Analyst, Client Relationship Manager - RIA/Family Office (Northwest), Global Wealth
- San Francisco, CA (7 miles from Alameda, CA)
- 4 days ago
- San Francisco, CA (7 miles from Alameda, CA)
- 4 days ago
Analyst, Client Relationship Manager - RIA/Family Office (Northwest), Global Wealth Basic information Job Name: Analyst, Client Relationship Manager - RIA/Family Office (Northwest), Global Wealth...
Personal Banker - Newpark Mall Branch
- Newark, CA (21 miles from Alameda, CA)
- 4 days ago
- Newark, CA (21 miles from Alameda, CA)
- 4 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 East Bay Ridge Alamo
- Lafayette, CA (12 miles from Alameda, CA)
- 4 days ago
- Lafayette, CA (12 miles from Alameda, CA)
- 4 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 East Bay Ridge Oakland
- Piedmont, CA (4 miles from Alameda, CA)
- 5 days ago
- Piedmont, CA (4 miles from Alameda, CA)
- 5 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....
- Menlo Park, CA (22 miles from Alameda, CA)
- 6 days ago
- Menlo Park, CA (22 miles from Alameda, CA)
- 6 days ago
Do you exhibit a high level of customer service and professionalism? Are you seeking an opportunity to join one of the finest banks in the Bay Area? Then this Banker position is for you....
- Union City, CA (17 miles from Alameda, CA)
- 8 days ago
- Union City, CA (17 miles from Alameda, CA)
- 8 days ago
Fremont Bank has animmediate opening for a Personal Banker in Alvarado, CA....
Demographic Data for Alameda, CA
Moving to Alameda, CA? Find some basic demographic data about Alameda, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Alameda, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Alameda, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- 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 »