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 Beach & Valley District
- San Jose, CA (15 miles from Palo Alto, CA)
- 19 hours ago
- San Jose, CA (15 miles from Palo Alto, CA)
- 19 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....
JPMorgan Private Client Relationship Manager Palo Alto, CA
- Palo Alto, CA
- 1 day ago
- Palo Alto, CA
- 1 day ago
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker SAFE Act - Alameda Branch
- Alameda, CA (23 miles from Palo Alto, CA)
- 3 days ago
- Alameda, CA (23 miles from Palo Alto, CA)
- 3 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 Warm Springs Branch
- Fremont, CA (12 miles from Palo Alto, CA)
- 3 days ago
- Fremont, CA (12 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....
Client Relationship Manager ISV Hi-Tech
- Sunnyvale, CA (8 miles from Palo Alto, CA)
- 4 days ago
- Sunnyvale, CA (8 miles from Palo Alto, CA)
- 4 days ago
CLIENT RELATIONSHIP MANAGER - ISV & Hi-Tech Location: Sunnyvale, CA (Onsite / Hybrid) Level: Associate Director About the Role We are seeking a seasoned Client Relationship Manager to join our...
Personal Banker SAFE Act- Sunnyvale El Camino Branch
- Sunnyvale, CA (8 miles from Palo Alto, CA)
- 4 days ago
- Sunnyvale, CA (8 miles from Palo Alto, 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....
- Santa Clara, CA (12 miles from Palo Alto, CA)
- 10 days ago
- Santa Clara, CA (12 miles from Palo Alto, CA)
- 10 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....
Associate Roving Personal Banker - ROVING Beach & Valley District
- Campbell, CA (15 miles from Palo Alto, CA)
- 10 days ago
- Campbell, CA (15 miles from Palo Alto, CA)
- 10 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....
Personal Banker Almaden Valley Branch
- San Jose, CA (15 miles from Palo Alto, CA)
- 15 days ago
- San Jose, CA (15 miles from Palo Alto, CA)
- 15 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....
Financial Advisor Financial Advisor
- San Ramon, CA (24 miles from Palo Alto, CA)
- 15 days ago
- San Ramon, CA (24 miles from Palo Alto, CA)
- 15 days ago
Financial Advisor Edward Jones 3.8 ( ) San Ramon, CA Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
- Los Altos, CA (5 miles from Palo Alto, CA)
- 15 days ago
- Los Altos, CA (5 miles from Palo Alto, CA)
- 15 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Fremont, CA (12 miles from Palo Alto, CA)
- 16 days ago
- Fremont, CA (12 miles from Palo Alto, CA)
- 16 days ago
Banker job family....
- San Jose, CA (15 miles from Palo Alto, CA)
- 18 days ago
- San Jose, CA (15 miles from Palo Alto, CA)
- 18 days ago
Associate Financial Advisor (san jose west) Pence Financial Group S Bascom Ave near Camden compensation: DOE employment type: experience level: entry level job title: Executive Admin/Client...
Client Relationship Manager - High Tech Austin
- Sunnyvale, CA (8 miles from Palo Alto, CA)
- 20 days ago
- Sunnyvale, CA (8 miles from Palo Alto, CA)
- 20 days ago
About the Role We are seeking a seasoned Client Relationship Manager (CRM) to join our communications, media, and technology (CMT) team supporting a key high tech client based in Austin. In this...
- Fremont, CA (12 miles from Palo Alto, CA)
- 26 days ago
- Fremont, CA (12 miles from Palo Alto, CA)
- 26 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....
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
- Outside Sales
- Business Planning
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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