Personal Banker Jobs in Pleasanton, 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 Beach & Valley District
- San Jose, CA (20 miles from Pleasanton, CA)
- 14 hours ago
- San Jose, CA (20 miles from Pleasanton, CA)
- 14 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 Delta Breeze District
- Brentwood, CA (18 miles from Pleasanton, CA)
- 16 hours ago
- Brentwood, CA (18 miles from Pleasanton, CA)
- 16 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....
JPMorgan Private Client Relationship Manager Palo Alto, CA
- Palo Alto, CA (21 miles from Pleasanton, CA)
- 1 day ago
- Palo Alto, CA (21 miles from Pleasanton, CA)
- 1 day ago
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Senior Local Customer Relationship Manager
- Concord, CA (23 miles from Pleasanton, CA)
- 2 days ago
- Concord, CA (23 miles from Pleasanton, CA)
- 2 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 (19 miles from Pleasanton, CA)
- 3 days ago
- Walnut Creek, CA (19 miles from Pleasanton, CA)
- 3 days ago
As a Personal Banker within PNC's retail organization, you will be based in Walnut Creek, CA....
Personal Banker Warm Springs Branch
- Fremont, CA (9 miles from Pleasanton, CA)
- 3 days ago
- Fremont, CA (9 miles from Pleasanton, CA)
- 3 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....
Client Relationship Manager ISV Hi-Tech
- Sunnyvale, CA (19 miles from Pleasanton, CA)
- 4 days ago
- Sunnyvale, CA (19 miles from Pleasanton, CA)
- 4 days ago
CLIENT RELATIONSHIP MANAGER - ISV & Hi-Tech Location: Sunnyvale, CA (Onsite / Hybrid) Level: Associate Director About the Role We are seeking a seasoned Client Relationship Manager to join our...
Personal Banker SAFE Act- Sunnyvale El Camino Branch
- Sunnyvale, CA (19 miles from Pleasanton, CA)
- 4 days ago
- Sunnyvale, CA (19 miles from Pleasanton, CA)
- 4 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 (16 miles from Pleasanton, CA)
- 5 days ago
- Alamo, CA (16 miles from Pleasanton, 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....
Personal Banker, Full time (Futures opportunities)- Monteregie
- Tracy, CA (24 miles from Pleasanton, CA)
- 10 days ago
- Tracy, CA (24 miles from Pleasanton, CA)
- 10 days ago
Then join us as a Personal Banker and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns....
- Santa Clara, CA (21 miles from Pleasanton, CA)
- 10 days ago
- Santa Clara, CA (21 miles from Pleasanton, 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 Almaden Valley Branch
- San Jose, CA (20 miles from Pleasanton, CA)
- 15 days ago
- San Jose, CA (20 miles from Pleasanton, 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....
Financial Advisor Financial Advisor
- San Ramon, CA (11 miles from Pleasanton, CA)
- 15 days ago
- San Ramon, CA (11 miles from Pleasanton, CA)
- 15 days ago
Financial Advisor Edward Jones 3.8 ( ) San Ramon, 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...
- Fremont, CA (9 miles from Pleasanton, CA)
- 16 days ago
- Fremont, CA (9 miles from Pleasanton, CA)
- 16 days ago
Banker job family....
- Concord, CA (23 miles from Pleasanton, CA)
- 17 days ago
- Concord, CA (23 miles from Pleasanton, CA)
- 17 days ago
Banker job family....
Demographic Data for Pleasanton, CA
Moving to Pleasanton, CA? Find some basic demographic data about Pleasanton, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Pleasanton, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Pleasanton, 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
- Account Opening
- Lending
- 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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