Personal Banker Jobs in Colma, 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 Mateo, CA (10 miles from Colma, CA)
- 17 hours ago
- San Mateo, CA (10 miles from Colma, CA)
- 17 hours ago
Minimum of 2 years' experience in wealth management? Strong relationship-building skills and exceptional attention to detail...
- San Mateo, CA (10 miles from Colma, CA)
- 17 hours ago
- San Mateo, CA (10 miles from Colma, CA)
- 17 hours ago
At SteelPeak Wealth, we operate with a growth mindset. We are seeking Bay Area-based advisors who are ready to join an RIA that surrounds them with resources and talent so they can focus on what...
- San Mateo, CA (10 miles from Colma, CA)
- 17 hours ago
- San Mateo, CA (10 miles from Colma, CA)
- 17 hours ago
Overview At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential are two important factors that job seekers look for when...
Financial Advisor - Career Change Opportunity
- Half Moon Bay, CA (14 miles from Colma, CA)
- 18 hours ago
- Half Moon Bay, CA (14 miles from Colma, CA)
- 18 hours ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 28-Mar-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Walnut Creek, CA (23 miles from Colma, CA)
- 1 day ago
- Walnut Creek, CA (23 miles from Colma, CA)
- 1 day ago
Align with a Leader in the Industry - Competitive Compensation & Unmatched Support As a Financial Advisor in today's market, finding a firm that offers the freedom, flexibility, and...
Private Client Banker - Mt Diablo Blvd and Dewing Ave Branch - Lafayette, CA
- Lafayette, CA (22 miles from Colma, CA)
- 2 days ago
- Lafayette, CA (22 miles from Colma, CA)
- 2 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...
Private Client Relationship Manager - San Francisco, CA
- Palo Alto, CA (23 miles from Colma, CA)
- 2 days ago
- Palo Alto, CA (23 miles from Colma, CA)
- 2 days ago
JobID: 210613581 Category: Relationship Manager JobSchedule: Full time Posted Date: 2025-04-24T21:36:38+00:00 JobShift: Base Pay/Salary: San Francisco,CA $150,000.00 - $150,000.00 Are you...
Personal Banker East Bay Ridge Oakland
- Piedmont, CA (15 miles from Colma, CA)
- 3 days ago
- Piedmont, CA (15 miles from Colma, 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 Client Relationship Manager San Francisco, CA
- San Francisco, CA (6 miles from Colma, CA)
- 4 days ago
- San Francisco, CA (6 miles from Colma, CA)
- 4 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 Peninsula Gateway District
- Palo Alto, CA (23 miles from Colma, CA)
- 5 days ago
- Palo Alto, CA (23 miles from Colma, 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....
- Walnut Creek, CA (23 miles from Colma, CA)
- 5 days ago
- Walnut Creek, CA (23 miles from Colma, 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 SAFE Act- Castro Branch- San Francisco
- San Francisco, CA (6 miles from Colma, CA)
- 7 days ago
- San Francisco, CA (6 miles from Colma, CA)
- 7 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 - San Lorenzo Branch Chinese Speaking Preferred
- San Lorenzo, CA (16 miles from Colma, CA)
- 11 days ago
- San Lorenzo, CA (16 miles from Colma, CA)
- 11 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 - B10 - SAN LORENZO
- San Lorenzo, CA (16 miles from Colma, CA)
- 12 days ago
- San Lorenzo, CA (16 miles from Colma, CA)
- 12 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....
Financial Advisor - Team Sponsored Launch- San Francisco Peninsula Group- Redwood City, CA
- Redwood City, CA (18 miles from Colma, CA)
- 21 days ago
- Redwood City, CA (18 miles from Colma, CA)
- 21 days ago
Organization/Business Overview: San Francisco Peninsula Group, an established financial services practice for Thrivent located in both San Francisco, CA and Redwood City, CA, is looking to grow...
Demographic Data for Colma, CA
Moving to Colma, CA? Find some basic demographic data about Colma, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Colma, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Colma, 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
- Mortgage Lending
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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