Personal Banker Jobs in Hayward, 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 Beach & Valley District
- San Jose, CA (24 miles from Hayward, CA)
- 1 day ago
- San Jose, CA (24 miles from Hayward, 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....
JPMorgan Private Client Relationship Manager San Francisco, CA
- San Francisco, CA (19 miles from Hayward, CA)
- 1 day ago
- San Francisco, CA (19 miles from Hayward, 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....
Personal Banker Noriega & 32nd
- San Francisco, CA (19 miles from Hayward, CA)
- 1 day ago
- San Francisco, CA (19 miles from Hayward, 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....
Senior Local Customer Relationship Manager
- Concord, CA (19 miles from Hayward, CA)
- 3 days ago
- Concord, CA (19 miles from Hayward, CA)
- 3 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 Hayward, CA)
- 3 days ago
- Walnut Creek, CA (13 miles from Hayward, 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 (13 miles from Hayward, CA)
- 3 days ago
- Alameda, CA (13 miles from Hayward, 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 (8 miles from Hayward, CA)
- 4 days ago
- Fremont, CA (8 miles from Hayward, 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....
Client Relationship Manager ISV Hi-Tech
- Sunnyvale, CA (19 miles from Hayward, CA)
- 5 days ago
- Sunnyvale, CA (19 miles from Hayward, CA)
- 5 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 (19 miles from Hayward, CA)
- 5 days ago
- Sunnyvale, CA (19 miles from Hayward, CA)
- 5 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 (13 miles from Hayward, CA)
- 6 days ago
- Alamo, CA (13 miles from Hayward, CA)
- 6 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....
- Santa Clara, CA (23 miles from Hayward, CA)
- 11 days ago
- Santa Clara, CA (23 miles from Hayward, CA)
- 11 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 Tri Valley District - Dublin
- Dublin, CA (9 miles from Hayward, CA)
- 11 days ago
- Dublin, CA (9 miles from Hayward, CA)
- 11 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 San Francisco Federal Credit Union
- San Francisco, CA (19 miles from Hayward, CA)
- 12 days ago
- San Francisco, CA (19 miles from Hayward, CA)
- 12 days ago
Credit Union Financial Advisor San Francisco Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial...
Personal Banker Almaden Valley Branch
- San Jose, CA (24 miles from Hayward, CA)
- 15 days ago
- San Jose, CA (24 miles from Hayward, CA)
- 15 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....
- Los Altos, CA (21 miles from Hayward, CA)
- 16 days ago
- Los Altos, CA (21 miles from Hayward, CA)
- 16 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Demographic Data for Hayward, CA
Moving to Hayward, CA? Find some basic demographic data about Hayward, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Hayward, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Hayward, 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
- 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
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- 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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