Personal Banker Jobs in San Leandro, 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.
- Daly City, CA (15 miles from San Leandro, CA)
- 23 hours ago
- Daly City, CA (15 miles from San Leandro, CA)
- 23 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....
- San Francisco, CA (14 miles from San Leandro, CA)
- 1 day ago
- San Francisco, CA (14 miles from San Leandro, CA)
- 1 day ago
Application Deadline: 09/29/2025 Address: 180 Montgomery St. Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members...
Associate Personal Banker Peninsula Gateway District
- Palo Alto, CA (18 miles from San Leandro, CA)
- 1 day ago
- Palo Alto, CA (18 miles from San Leandro, 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....
Client Relationship Manager - Communications, Media, Technology (CMT)
- Sunnyvale, CA (23 miles from San Leandro, CA)
- 1 day ago
- Sunnyvale, CA (23 miles from San Leandro, CA)
- 1 day ago
About the Role We are seeking a seasoned Client Relationship Manager (CRM) to join our communications, media, and technology (CMT) team. In this role, you support the Client Partner and act as a...
Personal Banker SAFE Act - Millbrae Branch
- Millbrae, CA (15 miles from San Leandro, CA)
- 1 day ago
- Millbrae, CA (15 miles from San Leandro, CA)
- 1 day 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....
- Corte Madera, CA (23 miles from San Leandro, CA)
- 2 days ago
- Corte Madera, CA (23 miles from San Leandro, 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....
- San Ramon, CA (9 miles from San Leandro, CA)
- 2 days ago
- San Ramon, CA (9 miles from San Leandro, CA)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 09-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor - Pacific Service Credit Union
- Concord, CA (18 miles from San Leandro, CA)
- 3 days ago
- Concord, CA (18 miles from San Leandro, CA)
- 3 days ago
Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at...
Personal Banker SAFE Act - One California Branch- San Francisco (DeNovo)
- San Francisco, CA (14 miles from San Leandro, CA)
- 4 days ago
- San Francisco, CA (14 miles from San Leandro, CA)
- 4 days ago
The De Novo Personal Banker SAFE Act is responsible for proactively acquiring, expanding and retaining relationships, growing their book of business and ensuring a world-class customer experience for...
SVB - Associate I - Commercial Banking Credit Solutions
- San Francisco, CA (14 miles from San Leandro, CA)
- 4 days ago
- San Francisco, CA (14 miles from San Leandro, CA)
- 4 days ago
Overview This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our San Francisco office. Together, Silicon Valley Bank and First Citizens...
Senior Personal Banker - Mountain View
- Mountain View, CA (21 miles from San Leandro, CA)
- 5 days ago
- Mountain View, CA (21 miles from San Leandro, CA)
- 5 days ago
Position Overview The Senior Personal Banker delivers world-class service in accordance with Fremont Bank standards at everyclient interaction....
- Corte Madera, CA (23 miles from San Leandro, CA)
- 5 days ago
- Corte Madera, CA (23 miles from San Leandro, CA)
- 5 days ago
Do you exhibit a high level of customer service and professionalism? Are you seeking an opportunity to join one of the finest banks in the Bay Area? Then this Banker position is for you....
- San Bruno, CA (16 miles from San Leandro, CA)
- 5 days ago
- San Bruno, CA (16 miles from San Leandro, CA)
- 5 days ago
cashing as needed....
Personal Banker (Member Solutions Specialist)
- Dublin, CA (13 miles from San Leandro, CA)
- 5 days ago
- Dublin, CA (13 miles from San Leandro, CA)
- 5 days ago
Serve as a subject matter expert in our products and services offerings, new accounts, and consumer lending processes....
Personal Banker Tri Valley District - Dublin
- San Ramon, CA (9 miles from San Leandro, CA)
- 7 days ago
- San Ramon, CA (9 miles from San Leandro, CA)
- 7 days ago
Personal Banker Tri Valley District - Dublin 3.6 3.6 out of 5 stars San Ramon, CA Why Wells Fargo: Are you looking for more? Find it here....
Demographic Data for San Leandro, CA
Moving to San Leandro, CA? Find some basic demographic data about San Leandro, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in San Leandro, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in San Leandro, 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
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- 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
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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