Personal Banker Jobs in Pinole, 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- San Francisco 21st and Irving Branch
- San Francisco, CA (16 miles from Pinole, CA)
- 4 hours ago
- San Francisco, CA (16 miles from Pinole, CA)
- 4 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....
Personal Banker Greater San Francisco
- San Francisco, CA (16 miles from Pinole, CA)
- 7 hours ago
- San Francisco, CA (16 miles from Pinole, CA)
- 7 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....
- Oakland, CA (15 miles from Pinole, CA)
- 10 hours ago
- Oakland, CA (15 miles from Pinole, CA)
- 10 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 01-Aug-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker Golden Gate Financial
- San Francisco, CA (16 miles from Pinole, CA)
- 22 hours ago
- San Francisco, CA (16 miles from Pinole, CA)
- 22 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....
Personal Banker South San Francisco
- South San Francisco, CA (24 miles from Pinole, CA)
- 22 hours ago
- South San Francisco, CA (24 miles from Pinole, CA)
- 22 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....
Personal Banker SAFE Act - Oakland Fruitvale Village Branch Spanish Speaking Preferred
- Oakland, CA (15 miles from Pinole, CA)
- 1 day ago
- Oakland, CA (15 miles from Pinole, CA)
- 1 day 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 Delta Breeze District
- Concord, CA (14 miles from Pinole, CA)
- 5 days ago
- Concord, CA (14 miles from Pinole, 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....
JPMorgan Private Client Relationship Manager San Francisco, CA
- San Francisco, CA (16 miles from Pinole, CA)
- 5 days ago
- San Francisco, CA (16 miles from Pinole, CA)
- 5 days 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 Noriega & 32nd
- San Francisco, CA (16 miles from Pinole, CA)
- 6 days ago
- San Francisco, CA (16 miles from Pinole, CA)
- 6 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....
Senior Local Customer Relationship Manager
- Concord, CA (14 miles from Pinole, CA)
- 7 days ago
- Concord, CA (14 miles from Pinole, CA)
- 7 days ago
Requisition ID # 166924 Job Category: Customer Support / Operations Job Level: Individual Contributor Business Unit: Customer & Enterprise Solutions Work Type: Hybrid Job Location: Concord; Napa;...
- Walnut Creek, CA (14 miles from Pinole, CA)
- 7 days ago
- Walnut Creek, CA (14 miles from Pinole, CA)
- 7 days ago
As a Personal Banker within PNC's retail organization, you will be based in Walnut Creek, CA....
Personal Banker SAFE Act - Alameda Branch
- Alameda, CA (15 miles from Pinole, CA)
- 7 days ago
- Alameda, CA (15 miles from Pinole, CA)
- 7 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 Lafayette
- Alamo, CA (18 miles from Pinole, CA)
- 10 days ago
- Alamo, CA (18 miles from Pinole, 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....
Personal Banker Tri Valley District - Dublin
- Danville, CA (23 miles from Pinole, CA)
- 15 days ago
- Danville, CA (23 miles from Pinole, 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....
- San Rafael, CA (12 miles from Pinole, CA)
- 16 days ago
- San Rafael, CA (12 miles from Pinole, CA)
- 16 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...
Demographic Data for Pinole, CA
Moving to Pinole, CA? Find some basic demographic data about Pinole, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Pinole, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Pinole, 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
- Personal Banker
- Consultative Sales
- Flexibility
- Retail Banking
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- 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
- Customer Relations
- High School Diploma
- 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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