Personal Banker Jobs in Walnut Creek, 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.
Financial Advisor - Certification Provided
- San Rafael, CA (24 miles from Walnut Creek, CA)
- 2 hours ago
- San Rafael, CA (24 miles from Walnut Creek, CA)
- 2 hours ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 13-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
JPMorgan Private Client Relationship Manager - San Francisco, CA
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 2 hours ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 2 hours 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 Mid Peninsula District
- San Mateo, CA (24 miles from Walnut Creek, CA)
- 1 day ago
- San Mateo, CA (24 miles from Walnut Creek, 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....
Wealth Management - Financial Advisor
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 1 day ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 1 day ago
Who Are We? With an "A" health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches...
Associate Personal Banker Greater San Francisco District
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 3 days ago
- San Francisco, CA (19 miles from Walnut Creek, 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....
Private Wealth Client Relationship Manager
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 3 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 3 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Roving Personal Banker - Delta Breeze District
- Vallejo, CA (24 miles from Walnut Creek, CA)
- 4 days ago
- Vallejo, CA (24 miles from Walnut Creek, CA)
- 4 days 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....
Analyst, Client Relationship Manager - RIA/Family Office (Northwest), Global Wealth
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 4 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 4 days ago
Analyst, Client Relationship Manager - RIA/Family Office (Northwest), Global Wealth Basic information Job Name: Analyst, Client Relationship Manager - RIA/Family Office (Northwest), Global Wealth...
Personal Banker - Newpark Mall Branch
- Newark, CA (24 miles from Walnut Creek, CA)
- 4 days ago
- Newark, CA (24 miles from Walnut Creek, CA)
- 4 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 Alamo
- Lafayette, CA (2 miles from Walnut Creek, CA)
- 4 days ago
- Lafayette, CA (2 miles from Walnut Creek, 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....
Personal Banker East Bay Ridge Oakland
- Piedmont, CA (8 miles from Walnut Creek, CA)
- 5 days ago
- Piedmont, CA (8 miles from Walnut Creek, CA)
- 5 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....
- Union City, CA (18 miles from Walnut Creek, CA)
- 8 days ago
- Union City, CA (18 miles from Walnut Creek, CA)
- 8 days ago
Fremont Bank has animmediate opening for a Personal Banker in Alvarado, CA....
Personal Banker Associate I - Nippers Corner (Brentwood, TN)
- Brentwood, CA (18 miles from Walnut Creek, CA)
- 9 days ago
- Brentwood, CA (18 miles from Walnut Creek, CA)
- 9 days ago
Banker job family....
Financial Advisor San Francisco Federal Credit Union
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 10 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 10 days ago
Credit Union Financial Advisor San Francisco Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial...
Financial Advisor - Wealth Management
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 10 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 10 days ago
Who Are We? With an A health rating and solid year-over-year growth, San Francisco Federal Credit Unions (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches...
Demographic Data for Walnut Creek, CA
Moving to Walnut Creek, CA? Find some basic demographic data about Walnut Creek, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Walnut Creek, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Walnut Creek, 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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