Personal Banker Jobs in Livermore, 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 (17 miles from Livermore, CA)
- 1 day ago
- San Jose, CA (17 miles from Livermore, 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....
- Pleasanton, CA (14 miles from Livermore, CA)
- 3 days ago
- Pleasanton, CA (14 miles from Livermore, CA)
- 3 days ago
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help...
Personal Banker Tri Valley District - Danville
- Pleasanton, CA (14 miles from Livermore, CA)
- 4 days ago
- Pleasanton, CA (14 miles from Livermore, 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....
- Fremont, CA (19 miles from Livermore, CA)
- 6 days ago
- Fremont, CA (19 miles from Livermore, CA)
- 6 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....
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- Santa Clara, CA (20 miles from Livermore, CA)
- 11 days ago
- Santa Clara, CA (20 miles from Livermore, CA)
- 11 days ago
Minimum of 2 years' experience in wealth management? Strong relationship-building skills and exceptional attention to detail...
- San Jose, CA (17 miles from Livermore, CA)
- 19 days ago
- San Jose, CA (17 miles from Livermore, 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....
De Novo Personal Banker I - Bethany Village (Milton, GA)
- Mountain House, CA (17 miles from Livermore, CA)
- 22 days ago
- Mountain House, CA (17 miles from Livermore, CA)
- 22 days ago
Banker job family....
Personal Banker Trainee (Sorel-Tracy)
- Tracy, CA (17 miles from Livermore, CA)
- 27 days ago
- Tracy, CA (17 miles from Livermore, CA)
- 27 days ago
Then join us as a Personal Banker and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns....
Personal Banker II - Bethany Village (Milton, GA)
- Mountain House, CA (17 miles from Livermore, CA)
- 28 days ago
- Mountain House, CA (17 miles from Livermore, CA)
- 28 days ago
Banker job family....
Technology - Client Relationship Manager - Bay Area
- Sunnyvale, CA (22 miles from Livermore, CA)
- 28 days ago
- Sunnyvale, CA (22 miles from Livermore, 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...
Personal Banker (Member Solutions Specialist)
- Fremont, CA (19 miles from Livermore, CA)
- 30+ days ago
- Fremont, CA (19 miles from Livermore, 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 (17 miles from Livermore, CA)
- 45+ days ago
- San Jose, CA (17 miles from Livermore, 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....
- Fremont, CA (19 miles from Livermore, CA)
- 45+ days ago
- Fremont, CA (19 miles from Livermore, 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 Livermore, CA)
- 60+ days ago
- Fremont, CA (19 miles from Livermore, CA)
- 60+ days ago
As a Personal Banker in a Universal Branch, you will strengthen customer relationships with a defined sales process....
- Dublin, CA (20 miles from Livermore, CA)
- 90+ days ago
- Dublin, CA (20 miles from Livermore, CA)
- 90+ days ago
Voted a Top Workplace for 2023 and for the past thirteen consecutive years, Fremont Bank has an immediate opening for a Personal Banker in Dublin, CA....
Demographic Data for Livermore, CA
Moving to Livermore, CA? Find some basic demographic data about Livermore, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Livermore, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Livermore, 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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