Personal Banker Jobs in Brentwood, 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.
Roving Personal Banker - Delta Breeze District
- Pleasant Hill, CA (19 miles from Brentwood, CA)
- 4 days ago
- Pleasant Hill, CA (19 miles from Brentwood, 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....
Personal Banker East Bay Ridge Alamo
- Lafayette, CA (20 miles from Brentwood, CA)
- 4 days ago
- Lafayette, CA (20 miles from Brentwood, 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....
- Stockton, CA (24 miles from Brentwood, CA)
- 5 days ago
- Stockton, CA (24 miles from Brentwood, CA)
- 5 days ago
This job posting is anticipated to remain open for 30 days, from 02-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banker Associate I - Nippers Corner (Brentwood, TN)
- Brentwood, CA
- 9 days ago
- Brentwood, CA
- 9 days ago
Banker job family....
- Tracy, CA (24 miles from Brentwood, CA)
- 9 days ago
- Tracy, CA (24 miles from Brentwood, CA)
- 9 days ago
Then join us as a Personal Banker and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns....
Merrill Market Client Relationship Manager
- Walnut Creek, CA (18 miles from Brentwood, CA)
- 11 days ago
- Walnut Creek, CA (18 miles from Brentwood, CA)
- 11 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 Advisor (Career Changers Encouraged, Training & Mentorship Provided)
- Hayward, CA (24 miles from Brentwood, CA)
- 14 days ago
- Hayward, CA (24 miles from Brentwood, CA)
- 14 days ago
Management Company (NMWMC) (Investment Advisory Services), a federal savings bank....
- Hayward, CA (24 miles from Brentwood, CA)
- 14 days ago
- Hayward, CA (24 miles from Brentwood, CA)
- 14 days ago
At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities....
Personal Banker Associate I - Mill Creek (Brentwood)
- Brentwood, CA
- 17 days ago
- Brentwood, CA
- 17 days ago
Banker job family....
De Novo Personal Banker I - Walnut Creek (Hampton, GA)
- Walnut Creek, CA (18 miles from Brentwood, CA)
- 29 days ago
- Walnut Creek, CA (18 miles from Brentwood, CA)
- 29 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....
Personal Banker Tri Valley District - Danville
- San Ramon, CA (17 miles from Brentwood, CA)
- 30+ days ago
- San Ramon, CA (17 miles from Brentwood, CA)
- 30+ 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 Contra Costa Area
- Walnut Creek, CA (18 miles from Brentwood, CA)
- 30+ days ago
- Walnut Creek, CA (18 miles from Brentwood, 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....
- Alamo, CA (14 miles from Brentwood, CA)
- 45+ days ago
- Alamo, CA (14 miles from Brentwood, CA)
- 45+ days ago
About this role: Wells Fargo is seeking a n Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Client Relationship Manager III (Commercial Loan Officer III)
- Walnut Creek, CA (18 miles from Brentwood, CA)
- 60+ days ago
- Walnut Creek, CA (18 miles from Brentwood, CA)
- 60+ days ago
Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team...
- Walnut Creek, CA (18 miles from Brentwood, CA)
- 60+ days ago
- Walnut Creek, CA (18 miles from Brentwood, CA)
- 60+ days ago
Identifies opportunities and sells a full suite of Retail Banking deposit and lending products to consumers and small businesses....
Demographic Data for Brentwood, CA
Moving to Brentwood, CA? Find some basic demographic data about Brentwood, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Brentwood, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Brentwood, 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 »