Personal Banker Jobs in Alameda, 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 Opportunity
- Pacifica, CA (15 miles from Alameda, CA)
- 28 days ago
- Pacifica, CA (15 miles from Alameda, CA)
- 28 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 06-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
De Novo Personal Banker II - Walnut Creek (Hampton, GA)
- Walnut Creek, CA (13 miles from Alameda, CA)
- 22 hours ago
- Walnut Creek, CA (13 miles from Alameda, CA)
- 22 hours ago
As a De Novo Personal Banker, you are responsible for creating a great customer experience and growing a new branch from the ground up....
De Novo Personal Banker I - Walnut Creek (Hampton, GA)
- Walnut Creek, CA (13 miles from Alameda, CA)
- 22 hours ago
- Walnut Creek, CA (13 miles from Alameda, CA)
- 22 hours ago
As a De Novo Personal Banker, you are responsible for creating a great customer experience and growing a new branch from the ground up....
Personal Banker Greater San Francisco District
- San Francisco, CA (7 miles from Alameda, CA)
- 2 days ago
- San Francisco, CA (7 miles from Alameda, 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....
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JPMorgan Private Client Relationship Manager - San Francisco / Palo Alto, CA
- Palo Alto, CA (23 miles from Alameda, CA)
- 2 days ago
- Palo Alto, CA (23 miles from Alameda, CA)
- 2 days ago
JobID: 210624967 Category: Relationship Manager JobSchedule: Full time Posted Date: 2025-05-09T18:52:13+00:00 JobShift: Base Pay/Salary: San Francisco,CA $150,000.00 - $150,000.00 Palo Alto,CA...
- Richmond, CA (13 miles from Alameda, CA)
- 2 days ago
- Richmond, CA (13 miles from Alameda, CA)
- 2 days ago
Identifies opportunities and sells a full suite of Retail Banking deposit and lending products to consumers and small businesses....
JPMorgan Private Client Relationship Manager San Francisco / Palo Alto, CA
- San Francisco, CA (7 miles from Alameda, CA)
- 2 days ago
- San Francisco, CA (7 miles from Alameda, CA)
- 2 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 Roving Personal Banker - Tri Valley District
- Danville, CA (20 miles from Alameda, CA)
- 2 days ago
- Danville, CA (20 miles from Alameda, CA)
- 2 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....
- San Anselmo, CA (18 miles from Alameda, CA)
- 3 days ago
- San Anselmo, CA (18 miles from Alameda, 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....
- Pacifica, CA (15 miles from Alameda, CA)
- 4 days ago
- Pacifica, CA (15 miles from Alameda, CA)
- 4 days ago
This job posting is anticipated to remain open for 30 days, from 06-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- San Leandro, CA (7 miles from Alameda, CA)
- 4 days ago
- San Leandro, CA (7 miles from Alameda, CA)
- 4 days ago
Introduction READ THIS ENTIRE BULLETIN FOR INSTRUCTIONS ON HOW TO REAPPLY FOR THIS RECRUITMENT.\nTHIS IS A REOPENING OF A CONTINUOUS EXAMINATION.If you have previously applied or started an...
Personal Banker (Member Solutions Specialist)
- Hayward, CA (13 miles from Alameda, CA)
- 4 days ago
- Hayward, CA (13 miles from Alameda, CA)
- 4 days ago
Serve as a subject matter expert in our products and services offerings, new accounts, and consumer lending processes....
Personal Banker Tri Valley District - Danville
- San Ramon, CA (15 miles from Alameda, CA)
- 6 days ago
- San Ramon, CA (15 miles from Alameda, CA)
- 6 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 Delta Breeze District
- Concord, CA (18 miles from Alameda, CA)
- 7 days ago
- Concord, CA (18 miles from Alameda, CA)
- 7 days ago
Personal Banker Delta Breeze District 3.6 3.6 out of 5 stars Concord, CA Why Wells Fargo: Are you looking for more? Find it here....
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...
Demographic Data for Alameda, CA
Moving to Alameda, CA? Find some basic demographic data about Alameda, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Alameda, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Alameda, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- 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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