Personal Banker Jobs in Stanford, 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 Silicon Central
- Milpitas, CA (19 miles from Stanford, CA)
- 1 day ago
- Milpitas, CA (19 miles from Stanford, 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....
Client Relationship Manager III (Commercial Loan Officer III)
- Mountain View, CA (6 miles from Stanford, CA)
- 1 day ago
- Mountain View, CA (6 miles from Stanford, CA)
- 1 day 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 (Member Solutions Specialist)
- Oakland, CA (24 miles from Stanford, CA)
- 1 day ago
- Oakland, CA (24 miles from Stanford, CA)
- 1 day ago
Serve as a subject matter expert in our products and services offerings, new accounts, and consumer lending processes....
- Daly City, CA (23 miles from Stanford, CA)
- 1 day ago
- Daly City, CA (23 miles from Stanford, 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....
- San Mateo, CA (13 miles from Stanford, CA)
- 1 day ago
- San Mateo, CA (13 miles from Stanford, CA)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 11-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Personal Banker SAFE Act - Redwood City Branch
- Redwood City, CA (4 miles from Stanford, CA)
- 2 days ago
- Redwood City, CA (4 miles from Stanford, CA)
- 2 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....
- Redwood City, CA (4 miles from Stanford, CA)
- 3 days ago
- Redwood City, CA (4 miles from Stanford, CA)
- 3 days ago
Ensure that all customer transactions, ranging from check cashing to cash depositing to loan payments to counting currency and coin, are handled accurately and timely according to guidelines....
Associate Personal Banker Mid Peninsula District
- Half Moon Bay, CA (13 miles from Stanford, CA)
- 5 days ago
- Half Moon Bay, CA (13 miles from Stanford, CA)
- 5 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 (1 mile from Stanford, CA)
- 7 days ago
- Palo Alto, CA (1 mile from Stanford, CA)
- 7 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 (9 miles from Stanford, CA)
- 8 days ago
- Newark, CA (9 miles from Stanford, 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
- Oakland, CA (24 miles from Stanford, CA)
- 9 days ago
- Oakland, CA (24 miles from Stanford, CA)
- 9 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....
Private Client Banker - Saratoga Ave - San Jose, CA
- San Jose, CA (16 miles from Stanford, CA)
- 9 days ago
- San Jose, CA (16 miles from Stanford, CA)
- 9 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...
- Menlo Park, CA (2 miles from Stanford, CA)
- 10 days ago
- Menlo Park, CA (2 miles from Stanford, CA)
- 10 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....
Personal Banker SAFE Act - Cupertino Branch
- Cupertino, CA (9 miles from Stanford, CA)
- 11 days ago
- Cupertino, CA (9 miles from Stanford, CA)
- 11 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....
- Union City, CA (14 miles from Stanford, CA)
- 12 days ago
- Union City, CA (14 miles from Stanford, CA)
- 12 days ago
Fremont Bank has animmediate opening for a Personal Banker in Alvarado, CA....
Demographic Data for Stanford, CA
Moving to Stanford, CA? Find some basic demographic data about Stanford, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Stanford, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Stanford, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Check Cashing
- 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
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Investigation
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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