Personal Banker Jobs in Hercules, 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 Tri Valley District - Dublin
- San Ramon, CA (21 miles from Hercules, CA)
- 18 hours ago
- San Ramon, CA (21 miles from Hercules, CA)
- 18 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....
Personal Banker SAFE Act- West Portal Branch
- San Francisco, CA (18 miles from Hercules, CA)
- 2 days ago
- San Francisco, CA (18 miles from Hercules, CA)
- 2 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 Oakland
- Piedmont, CA (14 miles from Hercules, CA)
- 2 days ago
- Piedmont, CA (14 miles from Hercules, CA)
- 2 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 - Career Change Opportunity
- Sonoma, CA (19 miles from Hercules, CA)
- 2 days ago
- Sonoma, CA (19 miles from Hercules, CA)
- 2 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 02-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Castro Valley, CA (19 miles from Hercules, CA)
- 2 days ago
- Castro Valley, CA (19 miles from Hercules, CA)
- 2 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...
Private Client Banker - Lombard Branch - San Francisco, CA
- San Francisco, CA (18 miles from Hercules, CA)
- 4 days ago
- San Francisco, CA (18 miles from Hercules, CA)
- 4 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
- Lafayette, CA (11 miles from Hercules, CA)
- 5 days ago
- Lafayette, CA (11 miles from Hercules, CA)
- 5 days ago
Must be or willing to become Series 7 and 63/65 (or 66), and Life insurance licensed Minimum three-years of client-facing wealth management or financial planning experience is required....
Personal Banker SAFE Act San Francisco- Inner Richmond Branch
- San Francisco, CA (18 miles from Hercules, CA)
- 13 days ago
- San Francisco, CA (18 miles from Hercules, CA)
- 13 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 - Alameda Area Branches
- Alameda, CA (16 miles from Hercules, CA)
- 15 days ago
- Alameda, CA (16 miles from Hercules, CA)
- 15 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 - Piedmont Avenue Area Branches
- Oakland, CA (16 miles from Hercules, CA)
- 15 days ago
- Oakland, CA (16 miles from Hercules, CA)
- 15 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 - Berkeley Area Branch
- Berkeley, CA (9 miles from Hercules, CA)
- 15 days ago
- Berkeley, CA (9 miles from Hercules, CA)
- 15 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 Bilingual Spanish Mission 880 district
- San Lorenzo, CA (23 miles from Hercules, CA)
- 16 days ago
- San Lorenzo, CA (23 miles from Hercules, CA)
- 16 days ago
strongWhy Wes Fargo:/strongbrbrAre yo ookng for more? Fnd t here. At Wes Fargo, we're more than a fnanca servces eader - we're a goba trabazer commtted to drvng nnovaton, empowerng commntes, and...
Associate Personal Banker Golden Gate Financial District
- San Francisco, CA (18 miles from Hercules, CA)
- 17 days ago
- San Francisco, CA (18 miles from Hercules, CA)
- 17 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 - Berkeley Branch
- Berkeley, CA (9 miles from Hercules, CA)
- 18 days ago
- Berkeley, CA (9 miles from Hercules, CA)
- 18 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 - Piedmont Avenue Branch
- Oakland, CA (16 miles from Hercules, CA)
- 19 days ago
- Oakland, CA (16 miles from Hercules, CA)
- 19 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....
Demographic Data for Hercules, CA
Moving to Hercules, CA? Find some basic demographic data about Hercules, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Hercules, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Hercules, 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
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- 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
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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