Personal Banker Jobs in Colma, 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.
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 SAFE Act - San Lorenzo Branch
- San Lorenzo, CA (16 miles from Colma, CA)
- 3 days ago
- San Lorenzo, CA (16 miles from Colma, CA)
- 3 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....
Spanish Bilingual Associate Personal Banker Palo Alto
- Palo Alto, CA (23 miles from Colma, CA)
- 3 days ago
- Palo Alto, CA (23 miles from Colma, 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....
Personal Banker SAFE Act - B10 - SAN LORENZO
- San Lorenzo, CA (16 miles from Colma, CA)
- 4 days ago
- San Lorenzo, CA (16 miles from Colma, 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....
Financial Advisor - Career Change Opportunity
- Pacifica, CA (5 miles from Colma, CA)
- 7 days ago
- Pacifica, CA (5 miles from Colma, CA)
- 7 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 11-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Pacifica, CA (5 miles from Colma, CA)
- 8 days ago
- Pacifica, CA (5 miles from Colma, CA)
- 8 days ago
This job posting is anticipated to remain open for 30 days, from 11-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor - Team Sponsored Launch- San Francisco Peninsula Group- Redwood City, CA
- Redwood City, CA (18 miles from Colma, CA)
- 13 days ago
- Redwood City, CA (18 miles from Colma, CA)
- 13 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...
Financial Advisor - Team Sponsored Launch- San Francisco Peninsula Group
- San Francisco, CA (6 miles from Colma, CA)
- 16 days ago
- San Francisco, CA (6 miles from Colma, CA)
- 16 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...
- San Leandro, CA (15 miles from Colma, CA)
- 20 days ago
- San Leandro, CA (15 miles from Colma, CA)
- 20 days ago
Financial Services Advisor Job Category: Financial Services Requisition Number: FINAN007567 Posting Details Posted: March 27, 2025 Full-Time On-site Locations San Leandro, CA 94578, USA Job...
- San Francisco, CA (6 miles from Colma, CA)
- 22 days ago
- San Francisco, CA (6 miles from Colma, CA)
- 22 days ago
Title: Client Relationship Manager Department: Client Services Bargaining Unit: NBU Grade: N/A FLSA: Exempt Hours per week: 40 Position Summary The Client Relationship Manager supports the...
Remote WorkFinancial Advisor Half Moon Bay, CA Market 31, Region 067
- Half Moon Bay, CA (14 miles from Colma, CA)
- 22 days ago
- Half Moon Bay, CA (14 miles from Colma, CA)
- 22 days ago
This job posting is anticipated to remain open for 30 days, from 28-Mar-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banker SAFE Act Excelsior Branch
- San Francisco, CA (6 miles from Colma, CA)
- 23 days ago
- San Francisco, CA (6 miles from Colma, CA)
- 23 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....
- Walnut Creek, CA (23 miles from Colma, CA)
- 24 days ago
- Walnut Creek, CA (23 miles from Colma, CA)
- 24 days ago
Team effectively with PBB colleagues to set strategies and provide wealth management services across the full product spectrum....
- San Francisco, CA (6 miles from Colma, CA)
- 24 days ago
- San Francisco, CA (6 miles from Colma, CA)
- 24 days ago
Team effectively with PBB colleagues to set strategies and provide wealth management services across the full product spectrum....
Client Relationship Manager III (Commercial Loan Officer III)
- San Francisco, CA (6 miles from Colma, CA)
- 28 days ago
- San Francisco, CA (6 miles from Colma, CA)
- 28 days ago
Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team...
Demographic Data for Colma, CA
Moving to Colma, CA? Find some basic demographic data about Colma, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Colma, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Colma, 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
- Mortgage Lending
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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