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
- Antioch, CA (17 miles from Lafayette, CA)
- 3 hours ago
- Antioch, CA (17 miles from Lafayette, CA)
- 3 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 Tri Valley District - Danville
- Dublin, CA (16 miles from Lafayette, CA)
- 3 hours ago
- Dublin, CA (16 miles from Lafayette, CA)
- 3 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....
Associate Bank Financial Advisor
- Dublin, CA (16 miles from Lafayette, CA)
- 1 day ago
- Dublin, CA (16 miles from Lafayette, CA)
- 1 day ago
About this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of...
- Alameda, CA (12 miles from Lafayette, CA)
- 1 day ago
- Alameda, CA (12 miles from Lafayette, CA)
- 1 day ago
At SteelPeak Wealth, we operate with a growth mindset. We are seeking Bay Area-based advisors who are ready to join an RIA that surrounds them with resources and talent so they can focus on what...
- San Francisco, CA (18 miles from Lafayette, CA)
- 2 days ago
- San Francisco, CA (18 miles from Lafayette, 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....
Personal Banker SAFE Act - San Lorenzo Branch
- San Lorenzo, CA (14 miles from Lafayette, CA)
- 2 days ago
- San Lorenzo, CA (14 miles from Lafayette, 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....
- Fremont, CA (23 miles from Lafayette, CA)
- 2 days ago
- Fremont, CA (23 miles from Lafayette, CA)
- 2 days ago
Position Overview The Financial Advisor, reporting to the Manager of Investment Services, has the opportunity to be part of a new offering within our Wealth Management Department....
Personal Banker SAFE Act - One California Branch- San Francisco (DeNovo)
- San Francisco, CA (18 miles from Lafayette, CA)
- 3 days ago
- San Francisco, CA (18 miles from Lafayette, 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...
Personal Banker SAFE Act - Post Street
- San Francisco, CA (18 miles from Lafayette, CA)
- 4 days ago
- San Francisco, CA (18 miles from Lafayette, CA)
- 4 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 Contra Costa Area
- Walnut Creek, CA (2 miles from Lafayette, CA)
- 4 days ago
- Walnut Creek, CA (2 miles from Lafayette, CA)
- 4 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....
- San Mateo, CA (24 miles from Lafayette, CA)
- 5 days ago
- San Mateo, CA (24 miles from Lafayette, CA)
- 5 days ago
Minimum of 2 years' experience in wealth management? Strong relationship-building skills and exceptional attention to detail...
- San Mateo, CA (24 miles from Lafayette, CA)
- 5 days ago
- San Mateo, CA (24 miles from Lafayette, CA)
- 5 days ago
Overview At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential are two important factors that job seekers look for when...
Financial Advisor - Career Change Opportunity
- Alameda, CA (12 miles from Lafayette, CA)
- 6 days ago
- Alameda, CA (12 miles from Lafayette, CA)
- 6 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 28-Mar-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Walnut Creek, CA (2 miles from Lafayette, CA)
- 6 days ago
- Walnut Creek, CA (2 miles from Lafayette, CA)
- 6 days ago
Align with a Leader in the Industry - Competitive Compensation & Unmatched Support As a Financial Advisor in today's market, finding a firm that offers the freedom, flexibility, and...
Private Client Banker - Mt Diablo Blvd and Dewing Ave Branch - Lafayette, CA
- Lafayette, CA
- 8 days ago
- Lafayette, CA
- 8 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...
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
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- 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
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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