Personal Banker Jobs in Half Moon Bay, 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.
- Daly City, CA (14 miles from Half Moon Bay, CA)
- 1 hour ago
- Daly City, CA (14 miles from Half Moon Bay, CA)
- 1 hour 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 Francisco, CA (21 miles from Half Moon Bay, CA)
- 14 hours ago
- San Francisco, CA (21 miles from Half Moon Bay, CA)
- 14 hours ago
Application Deadline: 09/29/2025 Address: 180 Montgomery St. Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members...
Associate Personal Banker Peninsula Gateway District
- Palo Alto, CA (14 miles from Half Moon Bay, CA)
- 14 hours ago
- Palo Alto, CA (14 miles from Half Moon Bay, CA)
- 14 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....
Client Relationship Manager - Communications, Media, Technology (CMT)
- Sunnyvale, CA (22 miles from Half Moon Bay, CA)
- 16 hours ago
- Sunnyvale, CA (22 miles from Half Moon Bay, CA)
- 16 hours ago
About the Role We are seeking a seasoned Client Relationship Manager (CRM) to join our communications, media, and technology (CMT) team. In this role, you support the Client Partner and act as a...
Personal Banker SAFE Act - Millbrae Branch
- Millbrae, CA (8 miles from Half Moon Bay, CA)
- 1 day ago
- Millbrae, CA (8 miles from Half Moon Bay, CA)
- 1 day 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 (21 miles from Half Moon Bay, CA)
- 3 days ago
- San Francisco, CA (21 miles from Half Moon Bay, CA)
- 3 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...
Assistant to Financial Advisor
- Cupertino, CA (21 miles from Half Moon Bay, CA)
- 3 days ago
- Cupertino, CA (21 miles from Half Moon Bay, CA)
- 3 days ago
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your...
SVB - Associate I - Commercial Banking Credit Solutions
- San Francisco, CA (21 miles from Half Moon Bay, CA)
- 3 days ago
- San Francisco, CA (21 miles from Half Moon Bay, CA)
- 3 days ago
Overview This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our San Francisco office. Together, Silicon Valley Bank and First Citizens...
Senior Personal Banker - Mountain View
- Mountain View, CA (20 miles from Half Moon Bay, CA)
- 4 days ago
- Mountain View, CA (20 miles from Half Moon Bay, CA)
- 4 days ago
Position Overview The Senior Personal Banker delivers world-class service in accordance with Fremont Bank standards at everyclient interaction....
- San Bruno, CA (10 miles from Half Moon Bay, CA)
- 4 days ago
- San Bruno, CA (10 miles from Half Moon Bay, CA)
- 4 days ago
cashing as needed....
Personal Banker SAFE Act- West Portal Branch
- San Francisco, CA (21 miles from Half Moon Bay, CA)
- 8 days ago
- San Francisco, CA (21 miles from Half Moon Bay, CA)
- 8 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....
Senior Personal Banker - Newark
- Newark, CA (20 miles from Half Moon Bay, CA)
- 8 days ago
- Newark, CA (20 miles from Half Moon Bay, CA)
- 8 days ago
Position Overview The Senior Personal Banker delivers world-class service in accordance with Fremont Bank standards at everyclient interaction....
Personal Banker SAFE Act - Union City Branch (Bilingual Preferred: Mandarin)
- Union City, CA (22 miles from Half Moon Bay, CA)
- 9 days ago
- Union City, CA (22 miles from Half Moon Bay, CA)
- 9 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....
- Castro Valley, CA (24 miles from Half Moon Bay, CA)
- 9 days ago
- Castro Valley, CA (24 miles from Half Moon Bay, CA)
- 9 days ago
This job posting is anticipated to remain open for 30 days, from 01-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banker East Bay Ridge Oakland
- Oakland, CA (23 miles from Half Moon Bay, CA)
- 10 days ago
- Oakland, CA (23 miles from Half Moon Bay, CA)
- 10 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....
Demographic Data for Half Moon Bay, CA
Moving to Half Moon Bay, CA? Find some basic demographic data about Half Moon Bay, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Half Moon Bay, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Half Moon Bay, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- 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
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- 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 »