Personal Banker Jobs in Roseville, 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.
- Sacramento, CA (16 miles from Roseville, CA)
- 4 hours ago
- Sacramento, CA (16 miles from Roseville, CA)
- 4 hours ago
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy...
Financial Advisor - Certification Provided
- Cameron Park, CA (17 miles from Roseville, CA)
- 2 days ago
- Cameron Park, CA (17 miles from Roseville, CA)
- 2 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 23-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker Sacramento Capital District
- Carmichael, CA (9 miles from Roseville, CA)
- 2 days ago
- Carmichael, CA (9 miles from Roseville, 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....
Personal Banker Spanish Bilingual Gold Country
- Granite Bay, CA (4 miles from Roseville, CA)
- 2 days ago
- Granite Bay, CA (4 miles from Roseville, 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....
- Folsom, CA (8 miles from Roseville, CA)
- 5 days ago
- Folsom, CA (8 miles from Roseville, CA)
- 5 days ago
Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces to grow your career in the U.S.About this role:Wells Fargo is seeking an Associate Personal Banker (SAFE...
- Folsom, CA (8 miles from Roseville, CA)
- 8 days ago
- Folsom, CA (8 miles from Roseville, CA)
- 8 days ago
This job posting is anticipated to remain open for 30 days, from 02-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Client Relationship Manager III
- Sacramento, CA (16 miles from Roseville, CA)
- 10 days ago
- Sacramento, CA (16 miles from Roseville, CA)
- 10 days ago
Client Relationship Manager III About Vitu At Vitu, our engaged workforce is the key to our success. We are committed to creating a positive, inclusive, and motivating environment where employees...
Gold Country Military Veteran Personal Banker
- Loomis, CA (6 miles from Roseville, CA)
- 16 days ago
- Loomis, CA (6 miles from Roseville, CA)
- 16 days ago
**About this role:** Wells Fargo is seeking a Military Veteran Associate Personal Banker (SAFE) in our National Branch Network as part of the Consumer, Small & Business Banking division....
- Citrus Heights, CA (3 miles from Roseville, CA)
- 19 days ago
- Citrus Heights, CA (3 miles from Roseville, CA)
- 19 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 - Paid Training Provided
- Cameron Park, CA (17 miles from Roseville, CA)
- 30+ days ago
- Cameron Park, CA (17 miles from Roseville, CA)
- 30+ days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 23-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Advisor - Banner Bank
- Sacramento, CA (16 miles from Roseville, CA)
- 30+ days ago
- Sacramento, CA (16 miles from Roseville, CA)
- 30+ days ago
Financial Advisor - Banner Bank Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment...
- Sacramento, CA (16 miles from Roseville, CA)
- 45+ days ago
- Sacramento, CA (16 miles from Roseville, CA)
- 45+ days ago
More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key...
- Auburn, CA (18 miles from Roseville, CA)
- 60+ days ago
- Auburn, CA (18 miles from Roseville, CA)
- 60+ days ago
POSITION SUMMARY & MISSION – Personal Banker We, at Tri Counties Bank, still believe in the vision of the helpful and caring Community Banker....
Financial Advisor - Sacramento Metro and Surrounding area
- Sacramento, CA (16 miles from Roseville, CA)
- 60+ days ago
- Sacramento, CA (16 miles from Roseville, CA)
- 60+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Client Relationship Manager (Hybrid)
- El Dorado Hills, CA (10 miles from Roseville, CA)
- 90+ days ago
- El Dorado Hills, CA (10 miles from Roseville, CA)
- 90+ days ago
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join...
Demographic Data for Roseville, CA
Moving to Roseville, CA? Find some basic demographic data about Roseville, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Roseville, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Roseville, 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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