Personal Banker Jobs in Novato, 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.
- Richmond, CA (15 miles from Novato, CA)
- 17 hours ago
- Richmond, CA (15 miles from Novato, CA)
- 17 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....
Financial Advisor - Certification Provided
- San Rafael, CA (11 miles from Novato, CA)
- 2 days ago
- San Rafael, CA (11 miles from Novato, CA)
- 2 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 13-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Roving Personal Banker - Delta Breeze District
- Vallejo, CA (18 miles from Novato, CA)
- 6 days ago
- Vallejo, CA (18 miles from Novato, CA)
- 6 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Sonoma, CA (9 miles from Novato, CA)
- 16 days ago
- Sonoma, CA (9 miles from Novato, CA)
- 16 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....
Financial Advisor (Career Changers Encouraged, Training & Mentorship Provided)
- Sonoma, CA (9 miles from Novato, CA)
- 16 days ago
- Sonoma, CA (9 miles from Novato, CA)
- 16 days ago
Management Company (NMWMC) (Investment Advisory Services), a federal savings bank....
Financial Advisor - Redwood Credit Union
- Mill Valley, CA (16 miles from Novato, CA)
- 18 days ago
- Mill Valley, CA (16 miles from Novato, CA)
- 18 days ago
Financial Advisor - Redwood Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union...
Financial Advisor - Redwood Credit Union
- San Rafael, CA (11 miles from Novato, CA)
- 19 days ago
- San Rafael, CA (11 miles from Novato, CA)
- 19 days ago
Financial Advisor - Redwood Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union...
- San Rafael, CA (11 miles from Novato, CA)
- 29 days ago
- San Rafael, CA (11 miles from Novato, CA)
- 29 days ago
This job posting is anticipated to remain open for 30 days, from 13-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Richmond, CA (15 miles from Novato, CA)
- 30+ days ago
- Richmond, CA (15 miles from Novato, CA)
- 30+ days ago
Identifies opportunities and sells a full suite of Retail Banking deposit and lending products to consumers and small businesses....
Demographic Data for Novato, CA
Moving to Novato, CA? Find some basic demographic data about Novato, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Novato, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Novato, 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
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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