Personal Banker Jobs in Sausalito, 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.
- San Francisco, CA (7 miles from Sausalito, CA)
- 10 hours ago
- San Francisco, CA (7 miles from Sausalito, CA)
- 10 hours ago
Application Deadline: 09/29/2025 Address: 180 Montgomery St. Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members...
- Point Reyes Station, CA (18 miles from Sausalito, CA)
- 10 hours ago
- Point Reyes Station, CA (18 miles from Sausalito, CA)
- 10 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....
Personal Banker SAFE Act - Millbrae Branch
- Millbrae, CA (18 miles from Sausalito, CA)
- 21 hours ago
- Millbrae, CA (18 miles from Sausalito, CA)
- 21 hours 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 - One California Branch- San Francisco (DeNovo)
- San Francisco, CA (7 miles from Sausalito, CA)
- 3 days ago
- San Francisco, CA (7 miles from Sausalito, CA)
- 3 days 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 (7 miles from Sausalito, CA)
- 3 days ago
- San Francisco, CA (7 miles from Sausalito, CA)
- 3 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...
- Corte Madera, CA (5 miles from Sausalito, CA)
- 4 days ago
- Corte Madera, CA (5 miles from Sausalito, CA)
- 4 days ago
Do you exhibit a high level of customer service and professionalism? Are you seeking an opportunity to join one of the finest banks in the Bay Area? Then this Banker position is for you....
- San Bruno, CA (16 miles from Sausalito, CA)
- 4 days ago
- San Bruno, CA (16 miles from Sausalito, CA)
- 4 days ago
cashing as needed....
Personal Banker SAFE Act- West Portal Branch
- San Francisco, CA (7 miles from Sausalito, CA)
- 8 days ago
- San Francisco, CA (7 miles from Sausalito, CA)
- 8 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 Oakland
- Piedmont, CA (17 miles from Sausalito, CA)
- 8 days ago
- Piedmont, CA (17 miles from Sausalito, 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....
- Castro Valley, CA (23 miles from Sausalito, CA)
- 8 days ago
- Castro Valley, CA (23 miles from Sausalito, CA)
- 8 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...
Financial Advisor - Career Change Opportunity
- Castro Valley, CA (23 miles from Sausalito, CA)
- 10 days ago
- Castro Valley, CA (23 miles from Sausalito, CA)
- 10 days ago
Job Overview 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. If you find yourself at a professional...
Private Client Banker - Lombard Branch - San Francisco, CA
- San Francisco, CA (7 miles from Sausalito, CA)
- 10 days ago
- San Francisco, CA (7 miles from Sausalito, CA)
- 10 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...
- Lafayette, CA (23 miles from Sausalito, CA)
- 11 days ago
- Lafayette, CA (23 miles from Sausalito, CA)
- 11 days ago
Must be or willing to become Series 7 and 63/65 (or 66), and Life insurance licensed Minimum three-years of client-facing wealth management or financial planning experience is required....
Financial Advisor - Certification Provided
- San Rafael, CA (8 miles from Sausalito, CA)
- 16 days ago
- San Rafael, CA (8 miles from Sausalito, CA)
- 16 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 24-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker SAFE Act San Francisco- Inner Richmond Branch
- San Francisco, CA (7 miles from Sausalito, CA)
- 19 days ago
- San Francisco, CA (7 miles from Sausalito, CA)
- 19 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....
Demographic Data for Sausalito, CA
Moving to Sausalito, CA? Find some basic demographic data about Sausalito, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Sausalito, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Sausalito, 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
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- 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
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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