Personal Banker Jobs in San Carlos, 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 Mission 880 district
- Newark, CA (12 miles from San Carlos, CA)
- 1 day ago
- Newark, CA (12 miles from San Carlos, 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....
Personal Banker Homestead-Kiely
- Santa Clara, CA (20 miles from San Carlos, CA)
- 3 days ago
- Santa Clara, CA (20 miles from San Carlos, 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....
Financial Advisor - Career Change Opportunity
- Pacifica, CA (14 miles from San Carlos, CA)
- 5 days ago
- Pacifica, CA (14 miles from San Carlos, CA)
- 5 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 10-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Los Altos, CA (11 miles from San Carlos, CA)
- 5 days ago
- Los Altos, CA (11 miles from San Carlos, CA)
- 5 days ago
This job posting is anticipated to remain open for 30 days, from 25-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Sunnyvale, CA (15 miles from San Carlos, CA)
- 6 days ago
- Sunnyvale, CA (15 miles from San Carlos, CA)
- 6 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Personal Banker Associate I - Polish Speaking Preferred - Belmont FC
- Belmont, CA (2 miles from San Carlos, CA)
- 8 days ago
- Belmont, CA (2 miles from San Carlos, CA)
- 8 days ago
GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers...
Personal Banker SAFE Act San Francisco- Inner Richmond Branch
- San Francisco, CA (21 miles from San Carlos, CA)
- 8 days ago
- San Francisco, CA (21 miles from San Carlos, 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 - Alameda Area Branches
- Alameda, CA (19 miles from San Carlos, CA)
- 10 days ago
- Alameda, CA (19 miles from San Carlos, CA)
- 10 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 Area Branches
- Oakland, CA (19 miles from San Carlos, CA)
- 10 days ago
- Oakland, CA (19 miles from San Carlos, CA)
- 10 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 Bilingual Spanish Mission 880 district
- San Lorenzo, CA (14 miles from San Carlos, CA)
- 11 days ago
- San Lorenzo, CA (14 miles from San Carlos, CA)
- 11 days ago
strongWhy Wes Fargo:/strongbrbrAre yo ookng for more? Fnd t here. At Wes Fargo, we're more than a fnanca servces eader - we're a goba trabazer commtted to drvng nnovaton, empowerng commntes, and...
Associate Personal Banker Golden Gate Financial District
- San Francisco, CA (21 miles from San Carlos, CA)
- 12 days ago
- San Francisco, CA (21 miles from San Carlos, CA)
- 12 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....
Private Client Banker, Rockridge Branch, Oakland CA
- Oakland, CA (19 miles from San Carlos, CA)
- 12 days ago
- Oakland, CA (19 miles from San Carlos, CA)
- 12 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
- Fremont, CA (16 miles from San Carlos, CA)
- 12 days ago
- Fremont, CA (16 miles from San Carlos, CA)
- 12 days ago
As a Personal Banker in a Universal Branch, you will strengthen customer relationships with a defined sales process....
Payments Client Relationship Manager - FinTech & Regulated Gaming - Vice President
- Palo Alto, CA (7 miles from San Carlos, CA)
- 13 days ago
- Palo Alto, CA (7 miles from San Carlos, CA)
- 13 days ago
JobID: 210605273 Category: Relationship Sales JobSchedule: Full time Posted Date: 2025-06-15T18:17:39+00:00 JobShift: Day Base Pay/Salary: Palo Alto,CA $123,500.00-$179,000.00; Jersey City,NJ...
Personal Banker SAFE Act - Piedmont Avenue Branch
- Oakland, CA (19 miles from San Carlos, CA)
- 14 days ago
- Oakland, CA (19 miles from San Carlos, CA)
- 14 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 San Carlos, CA
Moving to San Carlos, CA? Find some basic demographic data about San Carlos, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in San Carlos, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in San Carlos, 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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