Personal Banker Jobs in Pescadero, 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.
Associate Personal Banker Peninsula Gateway District
- Palo Alto, CA (19 miles from Pescadero, CA)
- 10 hours ago
- Palo Alto, CA (19 miles from Pescadero, CA)
- 10 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....
Client Relationship Manager - Communications, Media, Technology (CMT)
- Sunnyvale, CA (21 miles from Pescadero, CA)
- 12 hours ago
- Sunnyvale, CA (21 miles from Pescadero, CA)
- 12 hours ago
About the Role We are seeking a seasoned Client Relationship Manager (CRM) to join our communications, media, and technology (CMT) team. In this role, you support the Client Partner and act as a...
Private Client Banker - Santa Clara Valley Fair Branch - Santa Clara CA
- Santa Clara, CA (23 miles from Pescadero, CA)
- 2 days ago
- Santa Clara, CA (23 miles from Pescadero, CA)
- 2 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...
Roving Personal Banker Beach and Valley District
- Campbell, CA (21 miles from Pescadero, CA)
- 2 days ago
- Campbell, CA (21 miles from Pescadero, CA)
- 2 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....
Assistant to Financial Advisor
- Cupertino, CA (14 miles from Pescadero, CA)
- 3 days ago
- Cupertino, CA (14 miles from Pescadero, CA)
- 3 days ago
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your...
Senior Personal Banker - Mountain View
- Mountain View, CA (21 miles from Pescadero, CA)
- 4 days ago
- Mountain View, CA (21 miles from Pescadero, CA)
- 4 days ago
Position Overview The Senior Personal Banker delivers world-class service in accordance with Fremont Bank standards at everyclient interaction....
- Los Altos, CA (15 miles from Pescadero, CA)
- 16 days ago
- Los Altos, CA (15 miles from Pescadero, CA)
- 16 days ago
This job posting is anticipated to remain open for 30 days, from 25-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Sunnyvale, CA (21 miles from Pescadero, CA)
- 17 days ago
- Sunnyvale, CA (21 miles from Pescadero, CA)
- 17 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Personal Banker Associate I - Polish Speaking Preferred - Belmont FC
- Belmont, CA (21 miles from Pescadero, CA)
- 19 days ago
- Belmont, CA (21 miles from Pescadero, CA)
- 19 days ago
GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers...
Associate Personal Banker Mid Peninsula District
- Half Moon Bay, CA (19 miles from Pescadero, CA)
- 30+ days ago
- Half Moon Bay, CA (19 miles from Pescadero, CA)
- 30+ 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....
JPMorgan Private Client Relationship Manager Palo Alto, CA
- Palo Alto, CA (19 miles from Pescadero, CA)
- 30+ days ago
- Palo Alto, CA (19 miles from Pescadero, CA)
- 30+ 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 SAFE Act - Cupertino Branch
- Cupertino, CA (14 miles from Pescadero, CA)
- 30+ days ago
- Cupertino, CA (14 miles from Pescadero, CA)
- 30+ 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....
Merrill Experienced Financial Advisor
- Palo Alto, CA (19 miles from Pescadero, CA)
- 45+ days ago
- Palo Alto, CA (19 miles from Pescadero, CA)
- 45+ 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....
JPMorgan Private Client Relationship Manager - San Francisco / Palo Alto, CA
- Palo Alto, CA (19 miles from Pescadero, CA)
- 60+ days ago
- Palo Alto, CA (19 miles from Pescadero, CA)
- 60+ days ago
JobID: 210624967 Category: Relationship Manager JobSchedule: Full time Posted Date: 2025-05-09T18:52:13+00:00 JobShift: Base Pay/Salary: San Francisco,CA $150,000.00 - $150,000.00 Palo Alto,CA...
Technology - Client Relationship Manager - Bay Area
- Sunnyvale, CA (21 miles from Pescadero, CA)
- 90+ days ago
- Sunnyvale, CA (21 miles from Pescadero, CA)
- 90+ days ago
Technology - Client Relationship Manager Location: Sunnyvale, CA Bay area (must live or be willing to relocate) Level: Associate Director About Cognizant Cognizant (Nasdaq-100: CTSH) is one of the...
Demographic Data for Pescadero, CA
Moving to Pescadero, CA? Find some basic demographic data about Pescadero, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Pescadero, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Pescadero, 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
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- 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
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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