Personal Banker Jobs in Belmont, 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.
- San Francisco, CA (19 miles from Belmont, CA)
- 1 day ago
- San Francisco, CA (19 miles from Belmont, CA)
- 1 day 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...
Personal Banker Greater San Francisco District
- San Francisco, CA (19 miles from Belmont, CA)
- 4 days ago
- San Francisco, CA (19 miles from Belmont, 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....
JPMorgan Private Client Relationship Manager - San Francisco / Palo Alto, CA
- Palo Alto, CA (9 miles from Belmont, CA)
- 4 days ago
- Palo Alto, CA (9 miles from Belmont, CA)
- 4 days ago
JobID: 210624967 Category: Relationship Manager JobSchedule: Full time Posted Date: 2025-05-09T18:52:13+00:00 JobShift: Base Pay/Salary: San Francisco,CA $150,000.00 - $150,000.00 Palo Alto,CA...
JPMorgan Private Client Relationship Manager San Francisco / Palo Alto, CA
- San Francisco, CA (19 miles from Belmont, CA)
- 5 days ago
- San Francisco, CA (19 miles from Belmont, CA)
- 5 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...
- Pacifica, CA (12 miles from Belmont, CA)
- 6 days ago
- Pacifica, CA (12 miles from Belmont, CA)
- 6 days ago
This job posting is anticipated to remain open for 30 days, from 06-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- San Leandro, CA (15 miles from Belmont, CA)
- 6 days ago
- San Leandro, CA (15 miles from Belmont, CA)
- 6 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 (Member Solutions Specialist)
- Hayward, CA (15 miles from Belmont, CA)
- 7 days ago
- Hayward, CA (15 miles from Belmont, CA)
- 7 days ago
Serve as a subject matter expert in our products and services offerings, new accounts, and consumer lending processes....
Personal Banker Tri Valley District - Danville
- San Ramon, CA (23 miles from Belmont, CA)
- 9 days ago
- San Ramon, CA (23 miles from Belmont, CA)
- 9 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....
- Cupertino, CA (18 miles from Belmont, CA)
- 13 days ago
- Cupertino, CA (18 miles from Belmont, CA)
- 13 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
- San Francisco, CA (19 miles from Belmont, CA)
- 13 days ago
- San Francisco, CA (19 miles from Belmont, CA)
- 13 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 (14 miles from Belmont, CA)
- 13 days ago
- San Lorenzo, CA (14 miles from Belmont, 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....
- Fremont, CA (17 miles from Belmont, CA)
- 13 days ago
- Fremont, CA (17 miles from Belmont, CA)
- 13 days ago
Position Overview The Financial Advisor, reporting to the Manager of Investment Services, has the opportunity to be part of a new offering within our Wealth Management Department....
Personal Banker SAFE Act - One California Branch- San Francisco (DeNovo)
- San Francisco, CA (19 miles from Belmont, CA)
- 14 days ago
- San Francisco, CA (19 miles from Belmont, CA)
- 14 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...
Personal Banker SAFE Act - Post Street
- San Francisco, CA (19 miles from Belmont, CA)
- 14 days ago
- San Francisco, CA (19 miles from Belmont, CA)
- 14 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....
Private Client Relationship Manager - San Francisco, CA
- Palo Alto, CA (9 miles from Belmont, CA)
- 18 days ago
- Palo Alto, CA (9 miles from Belmont, CA)
- 18 days ago
JobID: 210613581 Category: Relationship Manager JobSchedule: Full time Posted Date: 2025-04-28T17:05:03+00:00 JobShift: Base Pay/Salary: San Francisco,CA $150,000.00 - $150,000.00 Palo Alto,CA...
Demographic Data for Belmont, CA
Moving to Belmont, CA? Find some basic demographic data about Belmont, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Belmont, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Belmont, 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
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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