Personal Banker Jobs in Saratoga, 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 Mission 880 district
- Newark, CA (18 miles from Saratoga, CA)
- 1 day ago
- Newark, CA (18 miles from Saratoga, 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....
Personal Banker 41st and Capitola
- Capitola, CA (19 miles from Saratoga, CA)
- 2 days ago
- Capitola, CA (19 miles from Saratoga, 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....
Personal Banker Homestead-Kiely
- Santa Clara, CA (8 miles from Saratoga, CA)
- 3 days ago
- Santa Clara, CA (8 miles from Saratoga, CA)
- 3 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 (9 miles from Saratoga, CA)
- 5 days ago
- Los Altos, CA (9 miles from Saratoga, CA)
- 5 days 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 (9 miles from Saratoga, CA)
- 6 days ago
- Sunnyvale, CA (9 miles from Saratoga, CA)
- 6 days 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...
Personal Banker Associate I - Polish Speaking Preferred - Belmont FC
- Belmont, CA (22 miles from Saratoga, CA)
- 8 days ago
- Belmont, CA (22 miles from Saratoga, CA)
- 8 days ago
GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers...
Personal Banker Bilingual Spanish Mission 880 district
- Fremont, CA (21 miles from Saratoga, CA)
- 11 days ago
- Fremont, CA (21 miles from Saratoga, CA)
- 11 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....
- Fremont, CA (21 miles from Saratoga, CA)
- 12 days ago
- Fremont, CA (21 miles from Saratoga, CA)
- 12 days ago
As a Personal Banker in a Universal Branch, you will strengthen customer relationships with a defined sales process....
Payments Client Relationship Manager - FinTech & Regulated Gaming - Vice President
- Palo Alto, CA (14 miles from Saratoga, CA)
- 13 days ago
- Palo Alto, CA (14 miles from Saratoga, CA)
- 13 days ago
JobID: 210605273 Category: Relationship Sales JobSchedule: Full time Posted Date: 2025-06-15T18:17:39+00:00 JobShift: Day Base Pay/Salary: Palo Alto,CA $123,500.00-$179,000.00; Jersey City,NJ...
Client Relationship Manager III (Commercial Loan Officer III)
- Mountain View, CA (11 miles from Saratoga, CA)
- 18 days ago
- Mountain View, CA (11 miles from Saratoga, CA)
- 18 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...
Personal Banker SAFE Act - Redwood City Branch
- Redwood City, CA (17 miles from Saratoga, CA)
- 20 days ago
- Redwood City, CA (17 miles from Saratoga, CA)
- 20 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....
Associate Personal Banker Mid Peninsula District
- Half Moon Bay, CA (24 miles from Saratoga, CA)
- 22 days ago
- Half Moon Bay, CA (24 miles from Saratoga, CA)
- 22 days ago
Associate Personal Banker Mid Peninsula District 3.6 3.6 out of 5 stars Half Moon Bay, CA Why Wells Fargo: Are you looking for more? Find it here....
JPMorgan Private Client Relationship Manager Palo Alto, CA
- Palo Alto, CA (14 miles from Saratoga, CA)
- 24 days ago
- Palo Alto, CA (14 miles from Saratoga, CA)
- 24 days ago
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships...
Personal Banker - Newpark Mall Branch
- Newark, CA (18 miles from Saratoga, CA)
- 25 days ago
- Newark, CA (18 miles from Saratoga, CA)
- 25 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....
Private Client Banker - Saratoga Ave - San Jose, CA
- San Jose, CA (10 miles from Saratoga, CA)
- 27 days ago
- San Jose, CA (10 miles from Saratoga, CA)
- 27 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...
Demographic Data for Saratoga, CA
Moving to Saratoga, CA? Find some basic demographic data about Saratoga, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Saratoga, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Saratoga, 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
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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