Personal Banker Jobs in Mountain View, 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.
Financial Advisor - Certification Provided
- Redwood City, CA (10 miles from Mountain View, CA)
- 1 day ago
- Redwood City, CA (10 miles from Mountain View, CA)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 21-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Associate Personal Banker Mid Peninsula District
- Half Moon Bay, CA (20 miles from Mountain View, CA)
- 1 day ago
- Half Moon Bay, CA (20 miles from Mountain View, CA)
- 1 day ago
Associate Personal Banker Mid Peninsula District 3.6 3.6 out of 5 stars Half Moon Bay, CA Why Wells Fargo: Are you looking for more? Find it here....
Associate Personal Banker Peninsula Gateway District
- Los Altos, CA (6 miles from Mountain View, CA)
- 1 day ago
- Los Altos, CA (6 miles from Mountain View, 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 Palo Alto, CA
- Palo Alto, CA (5 miles from Mountain View, CA)
- 3 days ago
- Palo Alto, CA (5 miles from Mountain View, CA)
- 3 days ago
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships...
Personal Banker - Newpark Mall Branch
- Newark, CA (7 miles from Mountain View, CA)
- 4 days ago
- Newark, CA (7 miles from Mountain View, 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 Stevens Creek Branch
- Santa Clara, CA (7 miles from Mountain View, CA)
- 5 days ago
- Santa Clara, CA (7 miles from Mountain View, 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....
Private Client Banker - Saratoga Ave - San Jose, CA
- San Jose, CA (10 miles from Mountain View, CA)
- 6 days ago
- San Jose, CA (10 miles from Mountain View, CA)
- 6 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...
- Menlo Park, CA (7 miles from Mountain View, CA)
- 7 days ago
- Menlo Park, CA (7 miles from Mountain View, CA)
- 7 days ago
Do you exhibit a high level of customer service and professionalism? Are you seeking an opportunity to join one of the finest banks in the Bay Area? Then this Banker position is for you....
Personal Banker SAFE Act - Cupertino Branch
- Cupertino, CA (8 miles from Mountain View, CA)
- 7 days ago
- Cupertino, CA (8 miles from Mountain View, CA)
- 7 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....
- Union City, CA (12 miles from Mountain View, CA)
- 8 days ago
- Union City, CA (12 miles from Mountain View, CA)
- 8 days ago
Fremont Bank has animmediate opening for a Personal Banker in Alvarado, CA....
Personal Banker SAFE Act- South Mary Sunnyvale Branch
- Sunnyvale, CA (2 miles from Mountain View, CA)
- 11 days ago
- Sunnyvale, CA (2 miles from Mountain View, CA)
- 11 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 Ramon, CA (24 miles from Mountain View, CA)
- 11 days ago
- San Ramon, CA (24 miles from Mountain View, CA)
- 11 days ago
This job posting is anticipated to remain open for 30 days, from 27-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor (Career Changers Encouraged, Training & Mentorship Provided)
- Fremont, CA (11 miles from Mountain View, CA)
- 13 days ago
- Fremont, CA (11 miles from Mountain View, CA)
- 13 days ago
Management Company (NMWMC) (Investment Advisory Services), a federal savings bank....
- Hayward, CA (17 miles from Mountain View, CA)
- 14 days ago
- Hayward, CA (17 miles from Mountain View, CA)
- 14 days ago
At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities....
Merrill Experienced Financial Advisor
- San Jose, CA (10 miles from Mountain View, CA)
- 14 days ago
- San Jose, CA (10 miles from Mountain View, CA)
- 14 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Demographic Data for Mountain View, CA
Moving to Mountain View, CA? Find some basic demographic data about Mountain View, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Mountain View, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Mountain View, 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Investigation
- Written Communication
- Telephone Skills
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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