Personal Banker Jobs in Wilton, 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 - Career Change
- Folsom, CA (19 miles from Wilton, CA)
- 2 days ago
- Folsom, CA (19 miles from Wilton, CA)
- 2 days ago
Financial Advisor - Career Change Opportunity Join to apply for the Financial Advisor - Career Change Opportunity role at Edward Jones 11 hours ago Be among the first 25 applicants Join to apply...
- Folsom, CA (19 miles from Wilton, CA)
- 4 days ago
- Folsom, CA (19 miles from Wilton, CA)
- 4 days ago
This job posting is anticipated to remain open for 30 days, from 09-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Private Client Banker - Sierra Mountain Market - Folsom, CA
- Folsom, CA (19 miles from Wilton, CA)
- 5 days ago
- Folsom, CA (19 miles from Wilton, CA)
- 5 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...
- Sacramento, CA (18 miles from Wilton, CA)
- 25 days ago
- Sacramento, CA (18 miles from Wilton, CA)
- 25 days ago
Client Relationship Manager We're seeking a high-energy, client-focused leader who thrives in a fast-paced consulting environment and is ready to take the next step in their career by leading...
- Folsom, CA (19 miles from Wilton, CA)
- 30+ days ago
- Folsom, CA (19 miles from Wilton, CA)
- 30+ days ago
Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces to grow your career in the U.S.About this role:Wells Fargo is seeking an Associate Personal Banker (SAFE...
Financial Advisor - Banner Bank
- Sacramento, CA (18 miles from Wilton, CA)
- 60+ days ago
- Sacramento, CA (18 miles from Wilton, CA)
- 60+ days ago
Financial Advisor - Banner Bank Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment...
- Sacramento, CA (18 miles from Wilton, CA)
- 60+ days ago
- Sacramento, CA (18 miles from Wilton, CA)
- 60+ days ago
More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key...
Financial Advisor - Sacramento Metro and Surrounding area
- Sacramento, CA (18 miles from Wilton, CA)
- 90+ days ago
- Sacramento, CA (18 miles from Wilton, CA)
- 90+ 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...
Client Relationship Manager (Hybrid)
- El Dorado Hills, CA (21 miles from Wilton, CA)
- 90+ days ago
- El Dorado Hills, CA (21 miles from Wilton, CA)
- 90+ days ago
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join...
Demographic Data for Wilton, CA
Moving to Wilton, CA? Find some basic demographic data about Wilton, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Wilton, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Wilton, 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
- Retirement Planning
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- 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
- Math
- Listening
- Retail
- Business Development
- Customer Relations
- High School Diploma
- Written Communication
- Telephone Skills
- Reporting
- Policy Development
- Coaching
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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