Personal Banker Jobs in San Rafael, 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.
JPMorgan Private Client Relationship Manager San Francisco, CA
- San Francisco, CA (14 miles from San Rafael, CA)
- 1 day ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 1 day ago
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker Noriega & 32nd
- San Francisco, CA (14 miles from San Rafael, CA)
- 1 day ago
- San Francisco, CA (14 miles from San Rafael, 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....
- Walnut Creek, CA (24 miles from San Rafael, CA)
- 3 days ago
- Walnut Creek, CA (24 miles from San Rafael, CA)
- 3 days ago
As a Personal Banker within PNC's retail organization, you will be based in Walnut Creek, CA....
Personal Banker SAFE Act - Alameda Branch
- Alameda, CA (18 miles from San Rafael, CA)
- 3 days ago
- Alameda, CA (18 miles from San Rafael, CA)
- 3 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 East Bay Ridge Lafayette
- Moraga, CA (23 miles from San Rafael, CA)
- 6 days ago
- Moraga, CA (23 miles from San Rafael, CA)
- 6 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....
ESSENTIAL FUNCTIONS: Service Provide exceptional customer service to all Member-clients. Call Members referred to the Wealth Management department by Branches, Member Service Center, and other RCU...
Financial Advisor San Francisco Federal Credit Union
- San Francisco, CA (14 miles from San Rafael, CA)
- 12 days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 12 days ago
Credit Union Financial Advisor San Francisco Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial...
Financial Advisor Financial Advisor
- Sonoma, CA (19 miles from San Rafael, CA)
- 15 days ago
- Sonoma, CA (19 miles from San Rafael, CA)
- 15 days ago
Financial Advisor Edward Jones 3.8 ( ) Sonoma, CA Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
- Corte Madera, CA (3 miles from San Rafael, CA)
- 15 days ago
- Corte Madera, CA (3 miles from San Rafael, CA)
- 15 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Private Client Banker - Marin Napa Market - San Rafael, CA
- San Rafael, CA
- 16 days ago
- San Rafael, CA
- 16 days ago
Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening...
- San Francisco, CA (14 miles from San Rafael, CA)
- 24 days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 24 days ago
Who Are We? With an "A" health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches...
- Lafayette, CA (22 miles from San Rafael, CA)
- 25 days ago
- Lafayette, CA (22 miles from San Rafael, CA)
- 25 days ago
Identifies opportunities and sells a full suite of Retail Banking deposit and lending products to consumers and small businesses....
Financial Advisor - Greater San Francisco Bay Area
- San Francisco, CA (14 miles from San Rafael, CA)
- 30+ days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 30+ 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...
- Novato, CA (11 miles from San Rafael, CA)
- 30+ days ago
- Novato, CA (11 miles from San Rafael, CA)
- 30+ days ago
Personal Banker Marin County 3.6 3.6 out of 5 stars Novato, CA Why Wells Fargo: Are you looking for more? Find it here....
- San Francisco, CA (14 miles from San Rafael, CA)
- 30+ days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 30+ days ago
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments)....
Demographic Data for San Rafael, CA
Moving to San Rafael, CA? Find some basic demographic data about San Rafael, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in San Rafael, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in San Rafael, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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