Personal Banker Jobs in Daly City, 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
- Pacifica, CA (5 miles from Daly City, CA)
- 26 days ago
- Pacifica, CA (5 miles from Daly City, CA)
- 26 days ago
Job Overview 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. If you find yourself at a professional...
- Richmond, CA (19 miles from Daly City, CA)
- 1 hour ago
- Richmond, CA (19 miles from Daly City, CA)
- 1 hour 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 (6 miles from Daly City, CA)
- 1 hour ago
- San Francisco, CA (6 miles from Daly City, CA)
- 1 hour 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...
Personal Banker Mission 880 district
- Union City, CA (22 miles from Daly City, CA)
- 13 hours ago
- Union City, CA (22 miles from Daly City, CA)
- 13 hours 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 Anselmo, CA (20 miles from Daly City, CA)
- 1 day ago
- San Anselmo, CA (20 miles from Daly City, CA)
- 1 day 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....
Financial Advisor - Certification Provided
- Castro Valley, CA (18 miles from Daly City, CA)
- 1 day ago
- Castro Valley, CA (18 miles from Daly City, CA)
- 1 day ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 25-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Pacifica, CA (5 miles from Daly City, CA)
- 1 day ago
- Pacifica, CA (5 miles from Daly City, CA)
- 1 day 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 Daly City, CA)
- 1 day ago
- San Leandro, CA (15 miles from Daly City, CA)
- 1 day 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 (19 miles from Daly City, CA)
- 2 days ago
- Hayward, CA (19 miles from Daly City, CA)
- 2 days ago
Serve as a subject matter expert in our products and services offerings, new accounts, and consumer lending processes....
Associate Roving Personal Banker - Tri Valley District
- San Ramon, CA (24 miles from Daly City, CA)
- 2 days ago
- San Ramon, CA (24 miles from Daly City, CA)
- 2 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 Tri Valley District - Danville
- San Ramon, CA (24 miles from Daly City, CA)
- 4 days ago
- San Ramon, CA (24 miles from Daly City, 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....
- Alameda, CA (10 miles from Daly City, CA)
- 7 days ago
- Alameda, CA (10 miles from Daly City, CA)
- 7 days 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 Francisco, CA (6 miles from Daly City, CA)
- 7 days ago
- San Francisco, CA (6 miles from Daly City, CA)
- 7 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 (16 miles from Daly City, CA)
- 7 days ago
- San Lorenzo, CA (16 miles from Daly City, 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 - One California Branch- San Francisco (DeNovo)
- San Francisco, CA (6 miles from Daly City, CA)
- 9 days ago
- San Francisco, CA (6 miles from Daly City, CA)
- 9 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 Daly City, CA
Moving to Daly City, CA? Find some basic demographic data about Daly City, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Daly City, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Daly City, 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
- 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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