Personal Banker Jobs in Albany, 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
- San Rafael, CA (12 miles from Albany, CA)
- 6 days ago
- San Rafael, CA (12 miles from Albany, CA)
- 6 days 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...
- Richmond, CA (6 miles from Albany, CA)
- 5 days ago
- Richmond, CA (6 miles from Albany, CA)
- 5 days ago
Under direct supervision, the Patient Financial Advisor (PFA) is a professional responsible for identifying appropriate financial sponsorship for members and non-members and determining their cost...
Financial Advisor San Francisco Bay Area (Associate Level)
- Walnut Creek, CA (12 miles from Albany, CA)
- 6 days ago
- Walnut Creek, CA (12 miles from Albany, CA)
- 6 days ago
With a national footprint, Lenox is continually looking for ambitious, experienced Sales Professionals, who will be responsible for developing new client opportunities across the wealth management spectrum...
- San Rafael, CA (12 miles from Albany, CA)
- 7 days ago
- San Rafael, CA (12 miles from Albany, CA)
- 7 days ago
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. Join a financial services firm where your contributions...
- San Francisco, CA (10 miles from Albany, CA)
- 8 days ago
- San Francisco, CA (10 miles from Albany, CA)
- 8 days ago
Job Description: The role: Earn up to $5,000 per month (depending on experience) as a Financial Advisor at Venture Smarter. In this role, you'll guide clients in making informed decisions about...
De Novo Personal Banker II - Walnut Creek (Hampton, GA)
- Walnut Creek, CA (12 miles from Albany, CA)
- 10 days ago
- Walnut Creek, CA (12 miles from Albany, CA)
- 10 days ago
As a De Novo Personal Banker, you are responsible for creating a great customer experience and growing a new branch from the ground up....
De Novo Personal Banker I - Walnut Creek (Hampton, GA)
- Walnut Creek, CA (12 miles from Albany, CA)
- 10 days ago
- Walnut Creek, CA (12 miles from Albany, CA)
- 10 days ago
As a De Novo Personal Banker, you are responsible for creating a great customer experience and growing a new branch from the ground up....
- Richmond, CA (6 miles from Albany, CA)
- 11 days ago
- Richmond, CA (6 miles from Albany, CA)
- 11 days ago
Identifies opportunities and sells a full suite of Retail Banking deposit and lending products to consumers and small businesses....
JPMorgan Private Client Relationship Manager San Francisco / Palo Alto, CA
- San Francisco, CA (10 miles from Albany, CA)
- 11 days ago
- San Francisco, CA (10 miles from Albany, CA)
- 11 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 Roving Personal Banker - Tri Valley District
- Dublin, CA (24 miles from Albany, CA)
- 12 days ago
- Dublin, CA (24 miles from Albany, CA)
- 12 days ago
Associate Roving Personal Banker - Tri Valley District 3.6 3.6 out of 5 stars Dublin, CA Why Wells Fargo: Are you looking for more? Find it here....
- San Anselmo, CA (12 miles from Albany, CA)
- 12 days ago
- San Anselmo, CA (12 miles from Albany, CA)
- 12 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....
- San Leandro, CA (14 miles from Albany, CA)
- 13 days ago
- San Leandro, CA (14 miles from Albany, CA)
- 13 days ago
Introduction READ THIS ENTIRE BULLETIN FOR INSTRUCTIONS ON HOW TO REAPPLY FOR THIS RECRUITMENT.\nTHIS IS A REOPENING OF A CONTINUOUS EXAMINATION.If you have previously applied or started an...
Personal Banker Tri Valley District - Danville
- San Ramon, CA (18 miles from Albany, CA)
- 16 days ago
- San Ramon, CA (18 miles from Albany, CA)
- 16 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 - San Lorenzo Branch
- San Lorenzo, CA (17 miles from Albany, CA)
- 19 days ago
- San Lorenzo, CA (17 miles from Albany, CA)
- 19 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 - One California Branch- San Francisco (DeNovo)
- San Francisco, CA (10 miles from Albany, CA)
- 20 days ago
- San Francisco, CA (10 miles from Albany, CA)
- 20 days ago
The De Novo Personal Banker SAFE Act is responsible for proactively acquiring, expanding and retaining relationships, growing their book of business and ensuring a world-class customer experience for...
Demographic Data for Albany, CA
Moving to Albany, CA? Find some basic demographic data about Albany, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Albany, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Albany, 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
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- BSA
- Lending
- Nationwide Mortgage Licensing System & Registry
- Account Maintenance
- Private Banking
- Mortgage Processing
- Cross Selling
- Treasury
- Financial Services
- Wealth Management
- Anti-Money Laundering
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Business Development
- Listening
- Retail
- High School Diploma
- Investigation
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- 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 »