Personal Banker Jobs in Palo Alto, 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 SAFE Act - Redwood City Branch
- Redwood City, CA (5 miles from Palo Alto, CA)
- 14 hours ago
- Redwood City, CA (5 miles from Palo Alto, CA)
- 14 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 (5 miles from Palo Alto, CA)
- 1 day ago
- Redwood City, CA (5 miles from Palo Alto, 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
- 1 day ago
- Palo Alto, 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 Consultant/Client Relationship Manager
- Santa Clara, CA (12 miles from Palo Alto, CA)
- 1 day ago
- Santa Clara, CA (12 miles from Palo Alto, CA)
- 1 day ago
Position Overview In this position, the Financial Consultant/Client Relationship Manager will work with high net worth individuals and families, developing investment management strategies and...
Associate Personal Banker Mid Peninsula District
- Half Moon Bay, CA (14 miles from Palo Alto, CA)
- 3 days ago
- Half Moon Bay, CA (14 miles from Palo Alto, 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....
Associate Personal Banker Peninsula Gateway District
- Los Altos, CA (5 miles from Palo Alto, CA)
- 3 days ago
- Los Altos, CA (5 miles from Palo Alto, 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
- 5 days ago
- Palo Alto, 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...
Personal Banker - Newpark Mall Branch
- Newark, CA (7 miles from Palo Alto, CA)
- 6 days ago
- Newark, CA (7 miles from Palo Alto, CA)
- 6 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 East Bay Ridge Oakland
- Oakland, CA (23 miles from Palo Alto, CA)
- 7 days ago
- Oakland, CA (23 miles from Palo Alto, CA)
- 7 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 (15 miles from Palo Alto, CA)
- 7 days ago
- San Jose, CA (15 miles from Palo Alto, CA)
- 7 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 (2 miles from Palo Alto, CA)
- 8 days ago
- Menlo Park, CA (2 miles from Palo Alto, CA)
- 8 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 (10 miles from Palo Alto, CA)
- 9 days ago
- Cupertino, CA (10 miles from Palo Alto, CA)
- 9 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 Palo Alto, CA)
- 9 days ago
- Union City, CA (12 miles from Palo Alto, CA)
- 9 days ago
Fremont Bank has animmediate opening for a Personal Banker in Alvarado, CA....
Personal Banker SAFE Act- South Mary Sunnyvale Branch
- Sunnyvale, CA (8 miles from Palo Alto, CA)
- 12 days ago
- Sunnyvale, CA (8 miles from Palo Alto, CA)
- 12 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 Palo Alto, CA)
- 13 days ago
- San Ramon, CA (24 miles from Palo Alto, CA)
- 13 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...
Demographic Data for Palo Alto, CA
Moving to Palo Alto, CA? Find some basic demographic data about Palo Alto, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Palo Alto, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Palo Alto, 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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