Personal Banker Jobs in Vacaville, 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 Roving Greater Vine District
- Napa, CA (23 miles from Vacaville, CA)
- 22 hours ago
- Napa, CA (23 miles from Vacaville, CA)
- 22 hours ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Personal Banker Delta Breeze District
- Benicia, CA (20 miles from Vacaville, CA)
- 22 hours ago
- Benicia, CA (20 miles from Vacaville, CA)
- 22 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....
Client Relationship Manager VP
- Dixon, CA (6 miles from Vacaville, CA)
- 6 days ago
- Dixon, CA (6 miles from Vacaville, CA)
- 6 days ago
Client Relationship Manager VP Department: Client Relationship Development Location: Dixon, CA We're looking for a Client Relationship Manager to join our team! Responsibilities Include Partner...
Financial Advisor Financial Advisor
- Davis, CA (15 miles from Vacaville, CA)
- 15 days ago
- Davis, CA (15 miles from Vacaville, CA)
- 15 days ago
Financial Advisor Edward Jones 3.8 ( ) Davis, CA Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
- Davis, CA (15 miles from Vacaville, CA)
- 22 days ago
- Davis, CA (15 miles from Vacaville, CA)
- 22 days ago
This job posting is anticipated to remain open for 30 days, from 30-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor - Greater San Francisco Bay Area
- Vacaville, CA
- 30+ days ago
- Vacaville, CA
- 30+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
- Dixon, CA (6 miles from Vacaville, CA)
- 45+ days ago
- Dixon, CA (6 miles from Vacaville, CA)
- 45+ days ago
Senior Personal Banker Department: Dixon Branch Location: Dixon, CA What You'll Do The Senior Personal Banker is responsible for delivering high quality customer service by assessing the customer's...
- Napa, CA (23 miles from Vacaville, CA)
- 60+ days ago
- Napa, CA (23 miles from Vacaville, CA)
- 60+ days ago
Also responsible for uncovering and originating consumer lending opportunities....
- Napa, CA (23 miles from Vacaville, CA)
- 90+ days ago
- Napa, CA (23 miles from Vacaville, CA)
- 90+ days ago
ABOUT REDWOOD CREDIT UNION (RCU): At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting...
Demographic Data for Vacaville, CA
Moving to Vacaville, CA? Find some basic demographic data about Vacaville, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Vacaville, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Vacaville, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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