Personal Banker Jobs in Union City, 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.
- Santa Clara, CA (18 miles from Union City, CA)
- 18 hours ago
- Santa Clara, CA (18 miles from Union City, CA)
- 18 hours ago
Minimum of 2 years' experience in wealth management? Strong relationship-building skills and exceptional attention to detail...
- Walnut Creek, CA (18 miles from Union City, CA)
- 18 hours ago
- Walnut Creek, CA (18 miles from Union City, CA)
- 18 hours ago
Align with a Leader in the Industry - Competitive Compensation & Unmatched Support As a Financial Advisor in today's market, finding a firm that offers the freedom, flexibility, and...
- San Francisco, CA (23 miles from Union City, CA)
- 18 hours ago
- San Francisco, CA (23 miles from Union City, CA)
- 18 hours ago
At SteelPeak Wealth, we operate with a growth mindset. We are seeking Bay Area-based advisors who are ready to join an RIA that surrounds them with resources and talent so they can focus on what...
- Fremont, CA (4 miles from Union City, CA)
- 18 hours ago
- Fremont, CA (4 miles from Union City, CA)
- 18 hours ago
Overview At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential are two important factors that job seekers look for when...
- San Jose, CA (19 miles from Union City, CA)
- 18 hours ago
- San Jose, CA (19 miles from Union City, CA)
- 18 hours ago
We're Hiring! Bilingual Vietnamese-American Financial Advisors at Northwestern Mutual help their clients through our personalized approach to financial planning. As a business owner, advisors...
Financial Advisor - Ameriprise
- San Jose, CA (19 miles from Union City, CA)
- 18 hours ago
- San Jose, CA (19 miles from Union City, CA)
- 18 hours ago
A client-first mindset and expertise in investment planning, wealth management, and risk mitigation? Active Series 7, 63/65 (or 66), and state life/health insurance licenses?...
Private Client Banker - Mt Diablo Blvd and Dewing Ave Branch - Lafayette, CA
- Lafayette, CA (20 miles from Union City, CA)
- 1 day ago
- Lafayette, CA (20 miles from Union City, CA)
- 1 day 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...
Private Client Relationship Manager - San Francisco, CA
- Palo Alto, CA (12 miles from Union City, CA)
- 1 day ago
- Palo Alto, CA (12 miles from Union City, CA)
- 1 day ago
JobID: 210613581 Category: Relationship Manager JobSchedule: Full time Posted Date: 2025-04-24T21:36:38+00:00 JobShift: Base Pay/Salary: San Francisco,CA $150,000.00 - $150,000.00 Are you...
Personal Banker East Bay Ridge Oakland
- Piedmont, CA (16 miles from Union City, CA)
- 2 days ago
- Piedmont, CA (16 miles from Union City, 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....
- Dublin, CA (10 miles from Union City, CA)
- 3 days ago
- Dublin, CA (10 miles from Union City, CA)
- 3 days ago
We have an immediate need for a Banker. HIRING ASAP MUST HAVE NO LESS THAN 2 YEARS OF BANK EXPERIENCE This person may be asked to travel to other locations. Responsibilities: - Manages the...
Private Client Relationship Manager San Francisco, CA
- San Francisco, CA (23 miles from Union City, CA)
- 3 days ago
- San Francisco, CA (23 miles from Union City, CA)
- 3 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...
Associate Personal Banker Peninsula Gateway District
- Los Altos, CA (17 miles from Union City, CA)
- 3 days ago
- Los Altos, CA (17 miles from Union City, 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....
- Walnut Creek, CA (18 miles from Union City, CA)
- 4 days ago
- Walnut Creek, CA (18 miles from Union City, CA)
- 4 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....
- San Jose, CA (19 miles from Union City, CA)
- 8 days ago
- San Jose, CA (19 miles from Union City, CA)
- 8 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Louisville, KY at the Hillview Branch....
- Livermore, CA (23 miles from Union City, CA)
- 10 days ago
- Livermore, CA (23 miles from Union City, CA)
- 10 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Livermore, California. Bilingual Spanish preferred....
Demographic Data for Union City, CA
Moving to Union City, CA? Find some basic demographic data about Union City, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Union City, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Union City, 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
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- 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
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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