Personal Banker Jobs in Menlo Park, 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.
- Daly City, CA (20 miles from Menlo Park, CA)
- 1 day ago
- Daly City, CA (20 miles from Menlo Park, 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....
- San Jose, CA (18 miles from Menlo Park, CA)
- 2 days ago
- San Jose, CA (18 miles from Menlo Park, CA)
- 2 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Louisville, KY at the Hillview Branch....
Personal Banker SAFE Act - San Lorenzo Branch
- San Lorenzo, CA (15 miles from Menlo Park, CA)
- 4 days ago
- San Lorenzo, CA (15 miles from Menlo Park, 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....
Spanish Bilingual Associate Personal Banker Palo Alto
- Palo Alto, CA (2 miles from Menlo Park, CA)
- 5 days ago
- Palo Alto, CA (2 miles from Menlo Park, CA)
- 5 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 (15 miles from Menlo Park, CA)
- 5 days ago
- San Lorenzo, CA (15 miles from Menlo Park, CA)
- 5 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....
Client Relationship Manager - Cupertino, CA
- Cupertino, CA (12 miles from Menlo Park, CA)
- 5 days ago
- Cupertino, CA (12 miles from Menlo Park, CA)
- 5 days ago
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
Roving Personal Banker - Greater Floresville
- Pleasanton, CA (22 miles from Menlo Park, CA)
- 5 days ago
- Pleasanton, CA (22 miles from Menlo Park, CA)
- 5 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....
Financial Advisor - Career Change Opportunity
- Pacifica, CA (19 miles from Menlo Park, CA)
- 8 days ago
- Pacifica, CA (19 miles from Menlo Park, CA)
- 8 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 (19 miles from Menlo Park, CA)
- 10 days ago
- Pacifica, CA (19 miles from Menlo Park, CA)
- 10 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...
Technology - Client Relationship Manager - Bay Area
- Sunnyvale, CA (10 miles from Menlo Park, CA)
- 11 days ago
- Sunnyvale, CA (10 miles from Menlo Park, CA)
- 11 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 SAFE Act - Santa Clara Branch
- Santa Clara, CA (14 miles from Menlo Park, CA)
- 12 days ago
- Santa Clara, CA (14 miles from Menlo Park, CA)
- 12 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 - Team Sponsored Launch- San Francisco Peninsula Group- Redwood City, CA
- Redwood City, CA (3 miles from Menlo Park, CA)
- 14 days ago
- Redwood City, CA (3 miles from Menlo Park, CA)
- 14 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 (13 miles from Menlo Park, CA)
- 17 days ago
- Fremont, CA (13 miles from Menlo Park, CA)
- 17 days ago
Serve as a subject matter expert in our products and services offerings, new accounts, and consumer lending processes....
- San Jose, CA (18 miles from Menlo Park, CA)
- 20 days ago
- San Jose, CA (18 miles from Menlo Park, CA)
- 20 days ago
Seeking a highly motivated Financial Professional to join our expanding team. This opportunity allows for an exclusive focus on client advisory services, eliminating the responsibilities of...
- San Leandro, CA (17 miles from Menlo Park, CA)
- 21 days ago
- San Leandro, CA (17 miles from Menlo Park, CA)
- 21 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...
Demographic Data for Menlo Park, CA
Moving to Menlo Park, CA? Find some basic demographic data about Menlo Park, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Menlo Park, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Menlo Park, 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
- Account Maintenance
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- 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
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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