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.
- Stockton, CA (24 miles from Brentwood, CA)
- 30+ days ago
- Stockton, CA (24 miles from Brentwood, CA)
- 30+ days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 18-Aug-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
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....
Senior Local Customer Relationship Manager
- Concord, CA (16 miles from Brentwood, CA)
- 2 days ago
- Concord, CA (16 miles from Brentwood, CA)
- 2 days ago
Requisition ID # 166924 Job Category: Customer Support / Operations Job Level: Individual Contributor Business Unit: Customer & Enterprise Solutions Work Type: Hybrid Job Location: Concord; Napa;...
- Walnut Creek, CA (18 miles from Brentwood, CA)
- 3 days ago
- Walnut Creek, CA (18 miles from Brentwood, CA)
- 3 days ago
As a Personal Banker within PNC's retail organization, you will be based in Walnut Creek, CA....
Personal Banker East Bay Ridge Lafayette
- Alamo, CA (14 miles from Brentwood, CA)
- 5 days ago
- Alamo, CA (14 miles from Brentwood, 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....
Personal Banker, Full time (Futures opportunities)- Monteregie
- Tracy, CA (24 miles from Brentwood, CA)
- 10 days ago
- Tracy, CA (24 miles from Brentwood, CA)
- 10 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....
Financial Advisor Financial Advisor
- San Ramon, CA (17 miles from Brentwood, CA)
- 15 days ago
- San Ramon, CA (17 miles from Brentwood, CA)
- 15 days ago
Financial Advisor Edward Jones 3.8 ( ) San Ramon, CA Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
- Concord, CA (16 miles from Brentwood, CA)
- 17 days ago
- Concord, CA (16 miles from Brentwood, CA)
- 17 days ago
Banker job family....
- Concord, CA (16 miles from Brentwood, CA)
- 17 days ago
- Concord, CA (16 miles from Brentwood, CA)
- 17 days ago
Banker job family....
Personal Banker Associate I - Mill Creek (Brentwood)
- Brentwood, CA
- 20 days ago
- Brentwood, CA
- 20 days ago
Banker job family....
Financial Advisor Trainee - Concord, NH
- Concord, CA (16 miles from Brentwood, CA)
- 22 days ago
- Concord, CA (16 miles from Brentwood, CA)
- 22 days ago
Work Location: Concord, New Hampshire, United States of America Hours: 40 Pay Details: $25.00 - $37.25 USD TD is committed to providing fair and equitable compensation opportunities to all...
- Lafayette, CA (20 miles from Brentwood, CA)
- 25 days ago
- Lafayette, CA (20 miles from Brentwood, CA)
- 25 days ago
Identifies opportunities and sells a full suite of Retail Banking deposit and lending products to consumers and small businesses....
Banker job family....
Financial Advisor - Greater San Francisco Bay Area
- Stockton, CA (24 miles from Brentwood, CA)
- 30+ days ago
- Stockton, CA (24 miles from Brentwood, CA)
- 30+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Financial Advisor - Pacific Service Credit Union
- Concord, CA (16 miles from Brentwood, CA)
- 30+ days ago
- Concord, CA (16 miles from Brentwood, CA)
- 30+ days ago
Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at...
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
- Outside Sales
- Business Planning
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Account Opening
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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