Personal Banker Jobs in Dublin, 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.
Personal Banker Delta Breeze District
- Brentwood, CA (15 miles from Dublin, CA)
- 16 hours ago
- Brentwood, CA (15 miles from Dublin, CA)
- 16 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....
JPMorgan Private Client Relationship Manager Palo Alto, CA
- Palo Alto, CA (22 miles from Dublin, CA)
- 1 day ago
- Palo Alto, CA (22 miles from Dublin, CA)
- 1 day ago
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Senior Local Customer Relationship Manager
- Concord, CA (17 miles from Dublin, CA)
- 2 days ago
- Concord, CA (17 miles from Dublin, 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 (13 miles from Dublin, CA)
- 3 days ago
- Walnut Creek, CA (13 miles from Dublin, CA)
- 3 days ago
As a Personal Banker within PNC's retail organization, you will be based in Walnut Creek, CA....
Personal Banker SAFE Act - Alameda Branch
- Alameda, CA (20 miles from Dublin, CA)
- 3 days ago
- Alameda, CA (20 miles from Dublin, CA)
- 3 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 Warm Springs Branch
- Fremont, CA (11 miles from Dublin, CA)
- 3 days ago
- Fremont, CA (11 miles from Dublin, 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....
Client Relationship Manager ISV Hi-Tech
- Sunnyvale, CA (23 miles from Dublin, CA)
- 4 days ago
- Sunnyvale, CA (23 miles from Dublin, CA)
- 4 days ago
CLIENT RELATIONSHIP MANAGER - ISV & Hi-Tech Location: Sunnyvale, CA (Onsite / Hybrid) Level: Associate Director About the Role We are seeking a seasoned Client Relationship Manager to join our...
Personal Banker SAFE Act- Sunnyvale El Camino Branch
- Sunnyvale, CA (23 miles from Dublin, CA)
- 4 days ago
- Sunnyvale, CA (23 miles from Dublin, CA)
- 4 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 East Bay Ridge Lafayette
- Alamo, CA (10 miles from Dublin, CA)
- 5 days ago
- Alamo, CA (10 miles from Dublin, 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....
Financial Advisor Financial Advisor
- San Ramon, CA (6 miles from Dublin, CA)
- 15 days ago
- San Ramon, CA (6 miles from Dublin, 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...
- Fremont, CA (11 miles from Dublin, CA)
- 16 days ago
- Fremont, CA (11 miles from Dublin, CA)
- 16 days ago
Banker job family....
- Concord, CA (17 miles from Dublin, CA)
- 17 days ago
- Concord, CA (17 miles from Dublin, CA)
- 17 days ago
Banker job family....
- Concord, CA (17 miles from Dublin, CA)
- 17 days ago
- Concord, CA (17 miles from Dublin, CA)
- 17 days ago
Banker job family....
Personal Banker Associate I - Mill Creek (Brentwood)
- Brentwood, CA (15 miles from Dublin, CA)
- 20 days ago
- Brentwood, CA (15 miles from Dublin, CA)
- 20 days ago
Banker job family....
Client Relationship Manager - High Tech Austin
- Sunnyvale, CA (23 miles from Dublin, CA)
- 20 days ago
- Sunnyvale, CA (23 miles from Dublin, CA)
- 20 days ago
About the Role We are seeking a seasoned Client Relationship Manager (CRM) to join our communications, media, and technology (CMT) team supporting a key high tech client based in Austin. In this...
Demographic Data for Dublin, CA
Moving to Dublin, CA? Find some basic demographic data about Dublin, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Dublin, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Dublin, 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
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 »