Personal Banker Jobs in Lafayette, 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 (20 miles from Lafayette, CA)
- 12 hours ago
- Brentwood, CA (20 miles from Lafayette, CA)
- 12 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 San Francisco, CA
- San Francisco, CA (18 miles from Lafayette, CA)
- 1 day ago
- San Francisco, CA (18 miles from Lafayette, 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 (18 miles from Lafayette, CA)
- 1 day ago
- San Francisco, CA (18 miles from Lafayette, 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 (6 miles from Lafayette, CA)
- 2 days ago
- Concord, CA (6 miles from Lafayette, 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 (2 miles from Lafayette, CA)
- 3 days ago
- Walnut Creek, CA (2 miles from Lafayette, 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 (12 miles from Lafayette, CA)
- 3 days ago
- Alameda, CA (12 miles from Lafayette, 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 (23 miles from Lafayette, CA)
- 3 days ago
- Fremont, CA (23 miles from Lafayette, 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....
Personal Banker East Bay Ridge Lafayette
- Alamo, CA (6 miles from Lafayette, CA)
- 5 days ago
- Alamo, CA (6 miles from Lafayette, 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....
- San Rafael, CA (22 miles from Lafayette, CA)
- 11 days ago
- San Rafael, CA (22 miles from Lafayette, CA)
- 11 days ago
ESSENTIAL FUNCTIONS: Service Provide exceptional customer service to all Member-clients. Call Members referred to the Wealth Management department by Branches, Member Service Center, and other RCU...
Financial Advisor San Francisco Federal Credit Union
- San Francisco, CA (18 miles from Lafayette, CA)
- 12 days ago
- San Francisco, CA (18 miles from Lafayette, 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...
Financial Advisor Financial Advisor
- San Ramon, CA (10 miles from Lafayette, CA)
- 15 days ago
- San Ramon, CA (10 miles from Lafayette, 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...
- Corte Madera, CA (22 miles from Lafayette, CA)
- 15 days ago
- Corte Madera, CA (22 miles from Lafayette, CA)
- 15 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Private Client Banker - Marin Napa Market - San Rafael, CA
- San Rafael, CA (22 miles from Lafayette, CA)
- 16 days ago
- San Rafael, CA (22 miles from Lafayette, CA)
- 16 days ago
Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening...
- Fremont, CA (23 miles from Lafayette, CA)
- 16 days ago
- Fremont, CA (23 miles from Lafayette, CA)
- 16 days ago
Banker job family....
- Concord, CA (6 miles from Lafayette, CA)
- 17 days ago
- Concord, CA (6 miles from Lafayette, CA)
- 17 days ago
Banker job family....
Demographic Data for Lafayette, CA
Moving to Lafayette, CA? Find some basic demographic data about Lafayette, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lafayette, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lafayette, 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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