Personal Banker Jobs in Pittsburg, 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 East Bay Ridge Oakland
- Oakland, CA (22 miles from Pittsburg, CA)
- 20 hours ago
- Oakland, CA (22 miles from Pittsburg, CA)
- 20 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....
Financial Advisor - Career Change Opportunity
- Castro Valley, CA (20 miles from Pittsburg, CA)
- 1 day ago
- Castro Valley, CA (20 miles from Pittsburg, CA)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 01-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Lafayette, CA (12 miles from Pittsburg, CA)
- 2 days ago
- Lafayette, CA (12 miles from Pittsburg, CA)
- 2 days ago
Must be or willing to become Series 7 and 63/65 (or 66), and Life insurance licensed Minimum three-years of client-facing wealth management or financial planning experience is required....
Personal Banker SAFE Act - Piedmont Avenue Area Branches
- Oakland, CA (22 miles from Pittsburg, CA)
- 13 days ago
- Oakland, CA (22 miles from Pittsburg, CA)
- 13 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 SAFE Act - Berkeley Area Branch
- Berkeley, CA (21 miles from Pittsburg, CA)
- 13 days ago
- Berkeley, CA (21 miles from Pittsburg, CA)
- 13 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....
- Brentwood, CA (12 miles from Pittsburg, CA)
- 14 days ago
- Brentwood, CA (12 miles from Pittsburg, CA)
- 14 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Personal Banker SAFE Act - Berkeley Branch
- Berkeley, CA (21 miles from Pittsburg, CA)
- 15 days ago
- Berkeley, CA (21 miles from Pittsburg, CA)
- 15 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 SAFE Act - Piedmont Avenue Branch
- Oakland, CA (22 miles from Pittsburg, CA)
- 16 days ago
- Oakland, CA (22 miles from Pittsburg, CA)
- 16 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....
- Oakland, CA (22 miles from Pittsburg, CA)
- 18 days ago
- Oakland, CA (22 miles from Pittsburg, CA)
- 18 days ago
This job posting is anticipated to remain open for 30 days, from 12-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banker Associate I - Mill Creek (Brentwood, TN)
- Brentwood, CA (12 miles from Pittsburg, CA)
- 20 days ago
- Brentwood, CA (12 miles from Pittsburg, CA)
- 20 days ago
Banker job family....
Personal Banker (Member Solutions Specialist)
- Oakland, CA (22 miles from Pittsburg, CA)
- 21 days ago
- Oakland, CA (22 miles from Pittsburg, CA)
- 21 days ago
Serve as a subject matter expert in our products and services offerings, new accounts, and consumer lending processes....
Personal Banker Associate I - Nippers Corner (Brentwood, TN)
- Brentwood, CA (12 miles from Pittsburg, CA)
- 30+ days ago
- Brentwood, CA (12 miles from Pittsburg, CA)
- 30+ days ago
Banker job family....
Merrill Market Client Relationship Manager
- Walnut Creek, CA (12 miles from Pittsburg, CA)
- 30+ days ago
- Walnut Creek, CA (12 miles from Pittsburg, CA)
- 30+ 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....
Personal Banker Associate I - Mill Creek (Brentwood)
- Brentwood, CA (12 miles from Pittsburg, CA)
- 30+ days ago
- Brentwood, CA (12 miles from Pittsburg, CA)
- 30+ days ago
Banker job family....
De Novo Personal Banker I - Walnut Creek (Hampton, GA)
- Walnut Creek, CA (12 miles from Pittsburg, CA)
- 45+ days ago
- Walnut Creek, CA (12 miles from Pittsburg, CA)
- 45+ days ago
As a De Novo Personal Banker, you are responsible for creating a great customer experience and growing a new branch from the ground up....
Demographic Data for Pittsburg, CA
Moving to Pittsburg, CA? Find some basic demographic data about Pittsburg, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Pittsburg, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Pittsburg, 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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