Personal Banker Jobs in Richmond, 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.
Associate Bank Financial Advisor
- Novato, CA (15 miles from Richmond, CA)
- 7 hours ago
- Novato, CA (15 miles from Richmond, CA)
- 7 hours ago
About this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of...
Personal Banker East Bay Ridge Oakland
- Piedmont, CA (14 miles from Richmond, CA)
- 20 hours ago
- Piedmont, CA (14 miles from Richmond, 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....
Private Client Relationship Manager San Francisco, CA
- San Francisco, CA (12 miles from Richmond, CA)
- 1 day ago
- San Francisco, CA (12 miles from Richmond, CA)
- 1 day ago
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships...
- Walnut Creek, CA (17 miles from Richmond, CA)
- 2 days ago
- Walnut Creek, CA (17 miles from Richmond, CA)
- 2 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....
- Daly City, CA (19 miles from Richmond, CA)
- 5 days ago
- Daly City, CA (19 miles from Richmond, 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 SAFE Act - San Lorenzo Branch Chinese Speaking Preferred
- San Lorenzo, CA (23 miles from Richmond, CA)
- 8 days ago
- San Lorenzo, CA (23 miles from Richmond, CA)
- 8 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 - B10 - SAN LORENZO
- San Lorenzo, CA (23 miles from Richmond, CA)
- 9 days ago
- San Lorenzo, CA (23 miles from Richmond, CA)
- 9 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....
- Concord, CA (19 miles from Richmond, CA)
- 9 days ago
- Concord, CA (19 miles from Richmond, CA)
- 9 days ago
Identifies opportunities and sells a full suite of Retail Banking deposit and lending products to consumers and small businesses....
Financial Advisor - Career Change Opportunity
- Pacifica, CA (24 miles from Richmond, CA)
- 12 days ago
- Pacifica, CA (24 miles from Richmond, CA)
- 12 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 11-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Concord, CA (19 miles from Richmond, CA)
- 16 days ago
- Concord, CA (19 miles from Richmond, CA)
- 16 days ago
Banker job family....
Financial Advisor - Team Sponsored Launch- San Francisco Peninsula Group
- San Francisco, CA (12 miles from Richmond, CA)
- 22 days ago
- San Francisco, CA (12 miles from Richmond, CA)
- 22 days ago
Organization/Business Overview: San Francisco Peninsula Group, an established financial services practice for Thrivent located in both San Francisco, CA and Redwood City, CA, is looking to grow...
- San Leandro, CA (20 miles from Richmond, CA)
- 25 days ago
- San Leandro, CA (20 miles from Richmond, CA)
- 25 days ago
Financial Services Advisor Job Category: Financial Services Requisition Number: FINAN007567 Posting Details Posted: March 27, 2025 Full-Time On-site Locations San Leandro, CA 94578, USA Job...
- Castro Valley, CA (20 miles from Richmond, CA)
- 25 days ago
- Castro Valley, CA (20 miles from Richmond, CA)
- 25 days ago
This job posting is anticipated to remain open for 30 days, from 25-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
- San Francisco, CA (12 miles from Richmond, CA)
- 27 days ago
- San Francisco, CA (12 miles from Richmond, CA)
- 27 days ago
Title: Client Relationship Manager Department: Client Services Bargaining Unit: NBU Grade: N/A FLSA: Exempt Hours per week: 40 Position Summary The Client Relationship Manager supports the...
Remote WorkPersonal Banker SAFE Act Excelsior Branch
- San Francisco, CA (12 miles from Richmond, CA)
- 28 days ago
- San Francisco, CA (12 miles from Richmond, CA)
- 28 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....
Demographic Data for Richmond, CA
Moving to Richmond, CA? Find some basic demographic data about Richmond, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Richmond, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Richmond, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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