Personal Banker Jobs in Fremont, 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.
- San Ramon, CA (14 miles from Fremont, CA)
- 6 hours ago
- San Ramon, CA (14 miles from Fremont, CA)
- 6 hours ago
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
Personal Banker Roving East Bay Ridge district
- Oakland, CA (19 miles from Fremont, CA)
- 1 hour ago
- Oakland, CA (19 miles from Fremont, CA)
- 1 hour 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....
- Moraga, CA (19 miles from Fremont, CA)
- 1 hour ago
- Moraga, CA (19 miles from Fremont, CA)
- 1 hour 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 (Member Solutions Specialist)
- Milpitas, CA (13 miles from Fremont, CA)
- 13 hours ago
- Milpitas, CA (13 miles from Fremont, CA)
- 13 hours ago
Serve as a subject matter expert in our products and services offerings, new accounts, and consumer lending processes....
Personal Banker Tri Valley District
- Pleasanton, CA (9 miles from Fremont, CA)
- 13 hours ago
- Pleasanton, CA (9 miles from Fremont, CA)
- 13 hours 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....
- San Ramon, CA (14 miles from Fremont, CA)
- 22 hours ago
- San Ramon, CA (14 miles from Fremont, CA)
- 22 hours ago
About Insight Wealth Strategies, LLC Insight Wealth Strategies (IWS) is a fee-only SEC-Registered Investment Advisory Firm providing comprehensive financial planning and investment management...
Brio Financial Group (BrioFG.com) Want to work in a fun and friendly office with a supportive, collaborative team? Are you someone who always puts clients' interests first, believes in fiduciary...
Personal Banker SAFE Act - B10 - Alameda Branch
- Alameda, CA (21 miles from Fremont, CA)
- 22 hours ago
- Alameda, CA (21 miles from Fremont, CA)
- 22 hours ago
Citigroup Personal Banker SAFE Act - B10 - Alameda Branch in California The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or...
Financial Advisor San Francisco Bay Area (Associate Level)
- Alameda, CA (21 miles from Fremont, CA)
- 23 hours ago
- Alameda, CA (21 miles from Fremont, CA)
- 23 hours ago
Who we are: Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an...
Talent Focus is proud to collaborate with a renowned international wealth management institution to recruit an exceptional Financial Advisor for their High Net-worth Private Client practice in the...
Personal Banker SAFE Act -South San Francisco Branch
- South San Francisco, CA (24 miles from Fremont, CA)
- 1 day ago
- South San Francisco, CA (24 miles from Fremont, CA)
- 1 day 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 (21 miles from Fremont, CA)
- 2 days ago
- Walnut Creek, CA (21 miles from Fremont, CA)
- 2 days ago
Application Deadline: 04/10/2025 Address: 4949 Meadows Rd. Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members...
- Millbrae, CA (23 miles from Fremont, CA)
- 2 days ago
- Millbrae, CA (23 miles from Fremont, 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....
- Walnut Creek, CA (21 miles from Fremont, CA)
- 2 days ago
- Walnut Creek, CA (21 miles from Fremont, CA)
- 2 days ago
Who you are: Minimum three to five years experience as a Personal Banker or equivalent experience in a fast paced, ever changing environment....
Financial Advisor (Career Changers Encouraged, Training & Mentorship Provided)
- Santa Clara, CA (14 miles from Fremont, CA)
- 2 days ago
- Santa Clara, CA (14 miles from Fremont, CA)
- 2 days ago
Must be in San Francisco Bay Area At Northwestern Mutual, Build a Business for Yourself, but Not by Yourself. Northwestern Mutual was named one of the World's Most Admired Companies in our...
Demographic Data for Fremont, CA
Moving to Fremont, CA? Find some basic demographic data about Fremont, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Fremont, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Fremont, 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
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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