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.
Financial Advisor - Career Change Opportunity
- Los Altos, CA (20 miles from Santa Cruz, CA)
- 12 hours ago
- Los Altos, CA (20 miles from Santa Cruz, CA)
- 12 hours ago
Job Overview 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. If you find yourself at a professional...
- Los Altos, CA (20 miles from Santa Cruz, CA)
- 22 hours ago
- Los Altos, CA (20 miles from Santa Cruz, CA)
- 22 hours 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 (23 miles from Santa Cruz, CA)
- 1 day ago
- Sunnyvale, CA (23 miles from Santa Cruz, CA)
- 1 day 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...
Client Relationship Manager III (Commercial Loan Officer III)
- Mountain View, CA (24 miles from Santa Cruz, CA)
- 14 days ago
- Mountain View, CA (24 miles from Santa Cruz, CA)
- 14 days ago
Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team...
Private Client Banker - Saratoga Ave - San Jose, CA
- San Jose, CA (24 miles from Santa Cruz, CA)
- 22 days ago
- San Jose, CA (24 miles from Santa Cruz, CA)
- 22 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...
Personal Banker SAFE Act - Cupertino Branch
- Cupertino, CA (15 miles from Santa Cruz, CA)
- 24 days ago
- Cupertino, CA (15 miles from Santa Cruz, CA)
- 24 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- South Mary Sunnyvale Branch
- Sunnyvale, CA (23 miles from Santa Cruz, CA)
- 27 days ago
- Sunnyvale, CA (23 miles from Santa Cruz, CA)
- 27 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....
Merrill Experienced Financial Advisor
- San Jose, CA (24 miles from Santa Cruz, CA)
- 30+ days ago
- San Jose, CA (24 miles from Santa Cruz, CA)
- 30+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Personal Banker Mt Hermon Branch in Scotts Valley
- Santa Cruz, CA
- 30+ days ago
- Santa Cruz, CA
- 30+ 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....
Technology - Client Relationship Manager - Bay Area
- Sunnyvale, CA (23 miles from Santa Cruz, CA)
- 60+ days ago
- Sunnyvale, CA (23 miles from Santa Cruz, CA)
- 60+ days ago
Technology - Client Relationship Manager Location: Sunnyvale, CA Bay area (must live or be willing to relocate) Level: Associate Director About Cognizant Cognizant (Nasdaq-100: CTSH) is one of the...
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
- 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
- Customer Satisfaction
- Referrals
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Investigation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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