Personal Banker Jobs in Elk Grove, 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 Gold Country District
- Roseville, CA (20 miles from Elk Grove, CA)
- 16 hours ago
- Roseville, CA (20 miles from Elk Grove, 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....
- Sacramento, CA (14 miles from Elk Grove, CA)
- 3 days ago
- Sacramento, CA (14 miles from Elk Grove, CA)
- 3 days ago
This job posting is anticipated to remain open for 30 days, from 01-Aug-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Roseville, CA (20 miles from Elk Grove, CA)
- 11 days ago
- Roseville, CA (20 miles from Elk Grove, CA)
- 11 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Roseville, CA....
Financial Advisor Financial Advisor
- Folsom, CA (17 miles from Elk Grove, CA)
- 15 days ago
- Folsom, CA (17 miles from Elk Grove, CA)
- 15 days ago
Financial Advisor Edward Jones 3.8 ( ) Folsom, 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...
Job Overview This job posting is anticipated to remain open for 30 days, from 01-Aug-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker I or II - Roseville Pleasant Grove
- Roseville, CA (20 miles from Elk Grove, CA)
- 24 days ago
- Roseville, CA (20 miles from Elk Grove, CA)
- 24 days ago
Ensure that all customer transactions, ranging from check cashing to cash depositing to loan payments to counting currency and coin, are handled accurately and timely according to guidelines....
Financial Advisor - St. Paul and East Metro
- Roseville, CA (20 miles from Elk Grove, CA)
- 30+ days ago
- Roseville, CA (20 miles from Elk Grove, 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 - Banner Bank
- Sacramento, CA (14 miles from Elk Grove, CA)
- 90+ days ago
- Sacramento, CA (14 miles from Elk Grove, CA)
- 90+ days ago
Financial Advisor - Banner Bank Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment...
Financial Advisor - Sacramento Metro and Surrounding area
- Sacramento, CA (14 miles from Elk Grove, CA)
- 90+ days ago
- Sacramento, CA (14 miles from Elk Grove, CA)
- 90+ 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...
Client Relationship Manager (Hybrid)
- El Dorado Hills, CA (20 miles from Elk Grove, CA)
- 90+ days ago
- El Dorado Hills, CA (20 miles from Elk Grove, CA)
- 90+ days ago
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join...
Demographic Data for Elk Grove, CA
Moving to Elk Grove, CA? Find some basic demographic data about Elk Grove, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Elk Grove, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Elk Grove, 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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