Personal Banker Jobs in Oakland, 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 - Career Change Opportunity
- Pacifica, CA (18 miles from Oakland, CA)
- 1 hour ago
- Pacifica, CA (18 miles from Oakland, CA)
- 1 hour ago
Job Overview This job posting is anticipated to remain open for 30 days, from 10-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Richmond, CA (15 miles from Oakland, CA)
- 5 hours ago
- Richmond, CA (15 miles from Oakland, CA)
- 5 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....
- San Francisco, CA (11 miles from Oakland, CA)
- 19 hours ago
- San Francisco, CA (11 miles from Oakland, CA)
- 19 hours ago
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing...
Personal Banker SAFE Act - Redwood City Branch
- Redwood City, CA (21 miles from Oakland, CA)
- 19 hours ago
- Redwood City, CA (21 miles from Oakland, CA)
- 19 hours 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....
- Redwood City, CA (21 miles from Oakland, CA)
- 1 day ago
- Redwood City, CA (21 miles from Oakland, CA)
- 1 day ago
Ensure that all customer transactions, ranging from check cashing to cash depositing to loan payments to counting currency and coin, are handled accurately and timely according to guidelines....
Private Client Banker - Middlefield Rd - Palo Alto, CA
- Palo Alto, CA (23 miles from Oakland, CA)
- 1 day ago
- Palo Alto, CA (23 miles from Oakland, CA)
- 1 day 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...
Financial Advisor - Certification Provided
- San Rafael, CA (20 miles from Oakland, CA)
- 2 days ago
- San Rafael, CA (20 miles from Oakland, 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...
JPMorgan Private Client Relationship Manager - San Francisco, CA
- San Francisco, CA (11 miles from Oakland, CA)
- 2 days ago
- San Francisco, CA (11 miles from Oakland, CA)
- 2 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...
Associate Personal Banker Mid Peninsula District
- Half Moon Bay, CA (23 miles from Oakland, CA)
- 3 days ago
- Half Moon Bay, CA (23 miles from Oakland, CA)
- 3 days 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....
Wealth Management - Financial Advisor
- San Francisco, CA (11 miles from Oakland, CA)
- 3 days ago
- San Francisco, CA (11 miles from Oakland, CA)
- 3 days ago
Who Are We? With an "A" health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches...
Associate Personal Banker Peninsula Gateway District
- Palo Alto, CA (23 miles from Oakland, CA)
- 3 days ago
- Palo Alto, CA (23 miles from Oakland, 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....
JPMorgan Private Client Relationship Manager Palo Alto, CA
- Palo Alto, CA (23 miles from Oakland, CA)
- 5 days ago
- Palo Alto, CA (23 miles from Oakland, CA)
- 5 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...
Associate Personal Banker Greater San Francisco District
- San Francisco, CA (11 miles from Oakland, CA)
- 5 days ago
- San Francisco, CA (11 miles from Oakland, 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....
Roving Personal Banker - Delta Breeze District
- Pleasant Hill, CA (14 miles from Oakland, CA)
- 6 days ago
- Pleasant Hill, CA (14 miles from Oakland, 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....
Analyst, Client Relationship Manager - RIA/Family Office (Northwest), Global Wealth
- San Francisco, CA (11 miles from Oakland, CA)
- 6 days ago
- San Francisco, CA (11 miles from Oakland, CA)
- 6 days ago
Analyst, Client Relationship Manager - RIA/Family Office (Northwest), Global Wealth Basic information Job Name: Analyst, Client Relationship Manager - RIA/Family Office (Northwest), Global Wealth...
Demographic Data for Oakland, CA
Moving to Oakland, CA? Find some basic demographic data about Oakland, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Oakland, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Oakland, 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
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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