Personal Banker Jobs in Pleasant Hill, 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.
Financial Advisor - Career Change Opportunity
- Fairfield, CA (22 miles from Pleasant Hill, CA)
- 4 hours ago
- Fairfield, CA (22 miles from Pleasant Hill, CA)
- 4 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 11-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker Associate I - Mill Creek (Brentwood, TN)
- Brentwood, CA (19 miles from Pleasant Hill, CA)
- 4 hours ago
- Brentwood, CA (19 miles from Pleasant Hill, CA)
- 4 hours ago
Banker job family....
- San Francisco, CA (22 miles from Pleasant Hill, CA)
- 5 hours ago
- San Francisco, CA (22 miles from Pleasant Hill, CA)
- 5 hours ago
Senior Personal Banker Location: San Francisco, CA The Senior Personal Banker is responsible for the achievement of sales targets through superior client service, and operational excellence....
- San Francisco, CA (22 miles from Pleasant Hill, CA)
- 10 hours ago
- San Francisco, CA (22 miles from Pleasant Hill, 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....
Personal Banker (Member Solutions Specialist)
- Oakland, CA (14 miles from Pleasant Hill, CA)
- 20 hours ago
- Oakland, CA (14 miles from Pleasant Hill, CA)
- 20 hours ago
Serve as a subject matter expert in our products and services offerings, new accounts, and consumer lending processes....
- Richmond, CA (16 miles from Pleasant Hill, CA)
- 1 day ago
- Richmond, CA (16 miles from Pleasant Hill, CA)
- 1 day 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 Francisco, CA (22 miles from Pleasant Hill, CA)
- 1 day ago
- San Francisco, CA (22 miles from Pleasant Hill, CA)
- 1 day ago
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing...
Financial Advisor - Certification Provided
- San Rafael, CA (23 miles from Pleasant Hill, CA)
- 3 days ago
- San Rafael, CA (23 miles from Pleasant Hill, CA)
- 3 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 13-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Wealth Management - Financial Advisor
- San Francisco, CA (22 miles from Pleasant Hill, CA)
- 4 days ago
- San Francisco, CA (22 miles from Pleasant Hill, CA)
- 4 days ago
Who Are We? With an "A" health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches...
Private Wealth Client Relationship Manager
- San Francisco, CA (22 miles from Pleasant Hill, CA)
- 7 days ago
- San Francisco, CA (22 miles from Pleasant Hill, CA)
- 7 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....
Roving Personal Banker - Delta Breeze District
- Vallejo, CA (19 miles from Pleasant Hill, CA)
- 7 days ago
- Vallejo, CA (19 miles from Pleasant Hill, CA)
- 7 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....
Analyst, Client Relationship Manager - RIA/Family Office (Northwest), Global Wealth
- San Francisco, CA (22 miles from Pleasant Hill, CA)
- 7 days ago
- San Francisco, CA (22 miles from Pleasant Hill, CA)
- 7 days ago
Analyst, Client Relationship Manager - RIA/Family Office (Northwest), Global Wealth Basic information Job Name: Analyst, Client Relationship Manager - RIA/Family Office (Northwest), Global Wealth...
Personal Banker East Bay Ridge Oakland
- Piedmont, CA (12 miles from Pleasant Hill, CA)
- 8 days ago
- Piedmont, CA (12 miles from Pleasant Hill, CA)
- 8 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 East Bay Ridge Alamo
- Alamo, CA (8 miles from Pleasant Hill, CA)
- 8 days ago
- Alamo, CA (8 miles from Pleasant Hill, CA)
- 8 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....
- Union City, CA (24 miles from Pleasant Hill, CA)
- 11 days ago
- Union City, CA (24 miles from Pleasant Hill, CA)
- 11 days ago
Fremont Bank has animmediate opening for a Personal Banker in Alvarado, CA....
Demographic Data for Pleasant Hill, CA
Moving to Pleasant Hill, CA? Find some basic demographic data about Pleasant Hill, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Pleasant Hill, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Pleasant Hill, 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
- Check Cashing
- 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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