Personal Banker Jobs in Santa Cruz, 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 Beach & Valley District
- San Jose, CA (24 miles from Santa Cruz, CA)
- 18 hours ago
- San Jose, CA (24 miles from Santa Cruz, CA)
- 18 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....
- Aptos, CA (15 miles from Santa Cruz, CA)
- 1 day ago
- Aptos, CA (15 miles from Santa Cruz, 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....
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments)....
Client Relationship Manager ISV Hi-Tech
- Sunnyvale, CA (23 miles from Santa Cruz, CA)
- 4 days ago
- Sunnyvale, CA (23 miles from Santa Cruz, CA)
- 4 days ago
CLIENT RELATIONSHIP MANAGER - ISV & Hi-Tech Location: Sunnyvale, CA (Onsite / Hybrid) Level: Associate Director About the Role We are seeking a seasoned Client Relationship Manager to join our...
Personal Banker SAFE Act- Sunnyvale El Camino Branch
- Sunnyvale, CA (23 miles from Santa Cruz, CA)
- 4 days ago
- Sunnyvale, CA (23 miles from Santa Cruz, CA)
- 4 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....
- Santa Clara, CA (22 miles from Santa Cruz, CA)
- 10 days ago
- Santa Clara, CA (22 miles from Santa Cruz, CA)
- 10 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....
Associate Roving Personal Banker - ROVING Beach & Valley District
- Campbell, CA (18 miles from Santa Cruz, CA)
- 10 days ago
- Campbell, CA (18 miles from Santa Cruz, CA)
- 10 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Personal Banker Almaden Valley Branch
- San Jose, CA (24 miles from Santa Cruz, CA)
- 15 days ago
- San Jose, CA (24 miles from Santa Cruz, CA)
- 15 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....
- Los Altos, CA (20 miles from Santa Cruz, CA)
- 15 days ago
- Los Altos, CA (20 miles from Santa Cruz, CA)
- 15 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- San Jose, CA (24 miles from Santa Cruz, CA)
- 18 days ago
- San Jose, CA (24 miles from Santa Cruz, CA)
- 18 days ago
Associate Financial Advisor (san jose west) Pence Financial Group S Bascom Ave near Camden compensation: DOE employment type: experience level: entry level job title: Executive Admin/Client...
Client Relationship Manager - High Tech Austin
- Sunnyvale, CA (23 miles from Santa Cruz, CA)
- 20 days ago
- Sunnyvale, CA (23 miles from Santa Cruz, CA)
- 20 days ago
About the Role We are seeking a seasoned Client Relationship Manager (CRM) to join our communications, media, and technology (CMT) team supporting a key high tech client based in Austin. In this...
Financial Advisor - Greater San Francisco Bay Area
- San Jose, CA (24 miles from Santa Cruz, CA)
- 30+ days ago
- San Jose, CA (24 miles from Santa Cruz, 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...
Private Client Banker - Los Altos Branch - Los Altos, CA
- Los Altos, CA (20 miles from Santa Cruz, CA)
- 30+ days ago
- Los Altos, CA (20 miles from Santa Cruz, CA)
- 30+ days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Assistant to Financial Advisor
- Cupertino, CA (15 miles from Santa Cruz, CA)
- 45+ days ago
- Cupertino, CA (15 miles from Santa Cruz, CA)
- 45+ days ago
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your...
Senior Personal Banker - Mountain View
- Mountain View, CA (24 miles from Santa Cruz, CA)
- 45+ days ago
- Mountain View, CA (24 miles from Santa Cruz, CA)
- 45+ days ago
Position Overview The Senior Personal Banker delivers world-class service in accordance with Fremont Bank standards at every client interaction....
Demographic Data for Santa Cruz, CA
Moving to Santa Cruz, CA? Find some basic demographic data about Santa Cruz, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Santa Cruz, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Santa Cruz, 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
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »