Personal Banker Jobs in Campbell, 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 Silicon Central
- San Jose, CA (5 miles from Campbell, CA)
- 1 day ago
- San Jose, CA (5 miles from Campbell, 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....
Personal Banker Los Gatos Branch
- Los Gatos, CA (4 miles from Campbell, CA)
- 1 day ago
- Los Gatos, CA (4 miles from Campbell, 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....
Personal Banker Tri Valley District - Danville
- Livermore, CA (23 miles from Campbell, CA)
- 4 days ago
- Livermore, CA (23 miles from Campbell, 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....
- Cupertino, CA (7 miles from Campbell, CA)
- 7 days ago
- Cupertino, CA (7 miles from Campbell, CA)
- 7 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...
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- Fremont, CA (19 miles from Campbell, CA)
- 7 days ago
- Fremont, CA (19 miles from Campbell, CA)
- 7 days ago
Position Overview The Financial Advisor, reporting to the Manager of Investment Services, has the opportunity to be part of a new offering within our Wealth Management Department....
- Santa Clara, CA (5 miles from Campbell, CA)
- 11 days ago
- Santa Clara, CA (5 miles from Campbell, CA)
- 11 days ago
Minimum of 2 years' experience in wealth management? Strong relationship-building skills and exceptional attention to detail...
Private Client Relationship Manager - San Francisco, CA
- Palo Alto, CA (15 miles from Campbell, CA)
- 12 days ago
- Palo Alto, CA (15 miles from Campbell, CA)
- 12 days ago
JobID: 210613581 Category: Relationship Manager JobSchedule: Full time Posted Date: 2025-04-28T17:05:03+00:00 JobShift: Base Pay/Salary: San Francisco,CA $150,000.00 - $150,000.00 Palo Alto,CA...
- San Jose, CA (5 miles from Campbell, CA)
- 19 days ago
- San Jose, CA (5 miles from Campbell, CA)
- 19 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Louisville, KY at the Hillview Branch....
Technology - Client Relationship Manager - Bay Area
- Sunnyvale, CA (8 miles from Campbell, CA)
- 28 days ago
- Sunnyvale, CA (8 miles from Campbell, CA)
- 28 days ago
Technology - Client Relationship Manager Location: Sunnyvale, CA or Bay area (must live or be willing to relocate) Level: Associate Director About Cognizant Cognizant (Nasdaq-100: CTSH) is one of...
Financial Advisor - Team Sponsored Launch- San Francisco Peninsula Group- Redwood City, CA
- Redwood City, CA (20 miles from Campbell, CA)
- 30+ days ago
- Redwood City, CA (20 miles from Campbell, CA)
- 30+ days ago
Organization/Business Overview: San Francisco Peninsula Group, an established financial services practice for Thrivent located in both San Francisco, CA and Redwood City, CA, is looking to grow...
Personal Banker (Member Solutions Specialist)
- Fremont, CA (19 miles from Campbell, CA)
- 30+ days ago
- Fremont, CA (19 miles from Campbell, CA)
- 30+ days ago
Serve as a subject matter expert in our products and services offerings, new accounts, and consumer lending processes....
Personal Banker SAFE Act- Westgate West Branch- San Jose
- San Jose, CA (5 miles from Campbell, CA)
- 45+ days ago
- San Jose, CA (5 miles from Campbell, CA)
- 45+ 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....
- Redwood City, CA (20 miles from Campbell, CA)
- 45+ days ago
- Redwood City, CA (20 miles from Campbell, CA)
- 45+ days ago
This job posting is anticipated to remain open for 30 days, from 22-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Fremont, CA (19 miles from Campbell, CA)
- 45+ days ago
- Fremont, CA (19 miles from Campbell, CA)
- 45+ days ago
Voted a Top Workplace for 2024 and for the past fourteen consecutive years, Fremont Bank has an immediate opening for a Personal Banker in Fremont, CA....
- Fremont, CA (19 miles from Campbell, CA)
- 60+ days ago
- Fremont, CA (19 miles from Campbell, CA)
- 60+ days ago
As a Personal Banker in a Universal Branch, you will strengthen customer relationships with a defined sales process....
Demographic Data for Campbell, CA
Moving to Campbell, CA? Find some basic demographic data about Campbell, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Campbell, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Campbell, 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
- 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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