Personal Banker Jobs in Loomis, 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.
- Cool, CA (10 miles from Loomis, CA)
- 4 days ago
- Cool, CA (10 miles from Loomis, 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....
- Sacramento, CA (23 miles from Loomis, CA)
- 10 days ago
- Sacramento, CA (23 miles from Loomis, CA)
- 10 days ago
Client Relationship Manager We're seeking a high-energy, client-focused leader who thrives in a fast-paced consulting environment and is ready to take the next step in their career by leading...
Financial Advisor - Career Change Opportunity
- Sacramento, CA (23 miles from Loomis, CA)
- 11 days ago
- Sacramento, CA (23 miles from Loomis, CA)
- 11 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 30-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Folsom, CA (10 miles from Loomis, CA)
- 28 days ago
- Folsom, CA (10 miles from Loomis, CA)
- 28 days ago
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 crossroads, a...
**About this role:** Wells Fargo is seeking a Military Veteran Associate Personal Banker (SAFE) in our National Branch Network as part of the Consumer, Small & Business Banking division....
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 - Banner Bank
- Sacramento, CA (23 miles from Loomis, CA)
- 60+ days ago
- Sacramento, CA (23 miles from Loomis, CA)
- 60+ days ago
Financial Advisor - Banner Bank Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment...
- Sacramento, CA (23 miles from Loomis, CA)
- 60+ days ago
- Sacramento, CA (23 miles from Loomis, CA)
- 60+ days ago
More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key...
- Auburn, CA (12 miles from Loomis, CA)
- 60+ days ago
- Auburn, CA (12 miles from Loomis, CA)
- 60+ days ago
POSITION SUMMARY & MISSION - Personal Banker We, at Tri Counties Bank, still believe in the vision of the helpful and caring Community Banker....
Financial Advisor - Sacramento Metro and Surrounding area
- Sacramento, CA (23 miles from Loomis, CA)
- 90+ days ago
- Sacramento, CA (23 miles from Loomis, CA)
- 90+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Client Relationship Manager (Hybrid)
- El Dorado Hills, CA (10 miles from Loomis, CA)
- 90+ days ago
- El Dorado Hills, CA (10 miles from Loomis, CA)
- 90+ days ago
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join...
Demographic Data for Loomis, CA
Moving to Loomis, CA? Find some basic demographic data about Loomis, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Loomis, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Loomis, 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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