Personal Banker Jobs in Petaluma, 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.
- Sebastopol, CA (13 miles from Petaluma, CA)
- 11 days ago
- Sebastopol, CA (13 miles from Petaluma, CA)
- 11 days ago
ESSENTIAL FUNCTIONS: Service Provide exceptional customer service to all Member-clients. Follow up with Members referred to Wealth Management Department by Branch and Member Service Center to...
- San Rafael, CA (22 miles from Petaluma, CA)
- 11 days ago
- San Rafael, CA (22 miles from Petaluma, CA)
- 11 days ago
ESSENTIAL FUNCTIONS: Service Provide exceptional customer service to all Member-clients. Call Members referred to the Wealth Management department by Branches, Member Service Center, and other RCU...
Financial Advisor Financial Advisor
- Sonoma, CA (17 miles from Petaluma, CA)
- 15 days ago
- Sonoma, CA (17 miles from Petaluma, CA)
- 15 days ago
Financial Advisor Edward Jones 3.8 ( ) Sonoma, 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...
Private Client Banker - Marin Napa Market - San Rafael, CA
- San Rafael, CA (22 miles from Petaluma, CA)
- 16 days ago
- San Rafael, CA (22 miles from Petaluma, CA)
- 16 days ago
Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening...
- Santa Rosa, CA (16 miles from Petaluma, CA)
- 18 days ago
- Santa Rosa, CA (16 miles from Petaluma, CA)
- 18 days ago
This job posting is anticipated to remain open for 30 days, from 05-Aug-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Personal Banker (Member Solutions Specialist)
- Santa Rosa, CA (16 miles from Petaluma, CA)
- 22 days ago
- Santa Rosa, CA (16 miles from Petaluma, CA)
- 22 days ago
Serve as a subject matter expert in our products and services offerings, new accounts, and consumer lending processes....
Financial Advisor - Greater San Francisco Bay Area
- Santa Rosa, CA (16 miles from Petaluma, CA)
- 30+ days ago
- Santa Rosa, CA (16 miles from Petaluma, CA)
- 30+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
- Novato, CA (14 miles from Petaluma, CA)
- 30+ days ago
- Novato, CA (14 miles from Petaluma, CA)
- 30+ days ago
Personal Banker Marin County 3.6 3.6 out of 5 stars Novato, CA Why Wells Fargo: Are you looking for more? Find it here....
Financial Advisor - Redwood Credit Union
- San Rafael, CA (22 miles from Petaluma, CA)
- 90+ days ago
- San Rafael, CA (22 miles from Petaluma, CA)
- 90+ 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...
Demographic Data for Petaluma, CA
Moving to Petaluma, CA? Find some basic demographic data about Petaluma, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Petaluma, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Petaluma, 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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