Personal Banker Jobs in San Lorenzo, 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.
Financial Advisor - Career Change Opportunity
- San Ramon, CA (9 miles from San Lorenzo, CA)
- 19 hours ago
- San Ramon, CA (9 miles from San Lorenzo, CA)
- 19 hours ago
Job Overview 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. If you find yourself at a professional...
Associate Personal Banker Peninsula Gateway District
- Los Altos, CA (21 miles from San Lorenzo, CA)
- 15 hours ago
- Los Altos, CA (21 miles from San Lorenzo, CA)
- 15 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 Banker - Santa Clara Valley Fair Branch - Santa Clara CA
- Santa Clara, CA (24 miles from San Lorenzo, CA)
- 1 day ago
- Santa Clara, CA (24 miles from San Lorenzo, CA)
- 1 day 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...
Financial Advisor - Pacific Service Credit Union
- Concord, CA (20 miles from San Lorenzo, CA)
- 1 day ago
- Concord, CA (20 miles from San Lorenzo, CA)
- 1 day 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 (16 miles from San Lorenzo, CA)
- 1 day ago
- San Francisco, CA (16 miles from San Lorenzo, CA)
- 1 day 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 (16 miles from San Lorenzo, CA)
- 2 days ago
- San Francisco, CA (16 miles from San Lorenzo, CA)
- 2 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 (18 miles from San Lorenzo, CA)
- 3 days ago
- Mountain View, CA (18 miles from San Lorenzo, CA)
- 3 days ago
Position Overview The Senior Personal Banker delivers world-class service in accordance with Fremont Bank standards at everyclient interaction....
- San Bruno, CA (16 miles from San Lorenzo, CA)
- 3 days ago
- San Bruno, CA (16 miles from San Lorenzo, CA)
- 3 days ago
cashing as needed....
Personal Banker (Member Solutions Specialist)
- Dublin, CA (12 miles from San Lorenzo, CA)
- 3 days ago
- Dublin, CA (12 miles from San Lorenzo, CA)
- 3 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 Lorenzo, CA)
- 5 days ago
- San Ramon, CA (9 miles from San Lorenzo, CA)
- 5 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....
Personal Banker SAFE Act- West Portal Branch
- San Francisco, CA (16 miles from San Lorenzo, CA)
- 7 days ago
- San Francisco, CA (16 miles from San Lorenzo, CA)
- 7 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....
Senior Personal Banker - Newark
- Newark, CA (11 miles from San Lorenzo, CA)
- 7 days ago
- Newark, CA (11 miles from San Lorenzo, CA)
- 7 days ago
Position Overview The Senior Personal Banker delivers world-class service in accordance with Fremont Bank standards at everyclient interaction....
Personal Banker SAFE Act - Union City Branch (Bilingual Preferred: Mandarin)
- Union City, CA (7 miles from San Lorenzo, CA)
- 7 days ago
- Union City, CA (7 miles from San Lorenzo, CA)
- 7 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....
- Castro Valley, CA (4 miles from San Lorenzo, CA)
- 7 days ago
- Castro Valley, CA (4 miles from San Lorenzo, CA)
- 7 days ago
This job posting is anticipated to remain open for 30 days, from 01-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banker East Bay Ridge Oakland
- Oakland, CA (8 miles from San Lorenzo, CA)
- 8 days ago
- Oakland, CA (8 miles from San Lorenzo, CA)
- 8 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....
Demographic Data for San Lorenzo, CA
Moving to San Lorenzo, CA? Find some basic demographic data about San Lorenzo, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in San Lorenzo, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in San Lorenzo, 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
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- 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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