Personal Banker Jobs in Morgan Hill, 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.
Financial Advisor - Career Change Opportunity
- Watsonville, CA (16 miles from Morgan Hill, CA)
- 19 hours ago
- Watsonville, CA (16 miles from Morgan Hill, CA)
- 19 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 (Member Solutions Specialist)
- Milpitas, CA (20 miles from Morgan Hill, CA)
- 1 day ago
- Milpitas, CA (20 miles from Morgan Hill, CA)
- 1 day ago
Serve as a subject matter expert in our products and services offerings, new accounts, and consumer lending processes....
Financial Advisor (Career Changers Encouraged, Training & Mentorship Provided)
- Santa Clara, CA (21 miles from Morgan Hill, CA)
- 3 days ago
- Santa Clara, CA (21 miles from Morgan Hill, CA)
- 3 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...
Private Client Banker - El Camino Real and Los Padres Branch - Santa Clara, CA
- Santa Clara, CA (21 miles from Morgan Hill, CA)
- 4 days ago
- Santa Clara, CA (21 miles from Morgan Hill, CA)
- 4 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...
Personal Banker SAFE Act - Alum Rock- San Jose Branch (Bilingual Preferred: Spanish)
- San Jose, CA (18 miles from Morgan Hill, CA)
- 17 days ago
- San Jose, CA (18 miles from Morgan Hill, CA)
- 17 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....
Personal Banker SAFE Act- Almaden Valley Branch- San Jose
- San Jose, CA (18 miles from Morgan Hill, CA)
- 29 days ago
- San Jose, CA (18 miles from Morgan Hill, CA)
- 29 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....
- San Jose, CA (18 miles from Morgan Hill, CA)
- 45+ days ago
- San Jose, CA (18 miles from Morgan Hill, CA)
- 45+ days ago
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 long-term...
Personal Banker Safe Act- San Jose Area (Bilingual Preferred: Spanish)
- San Jose, CA (18 miles from Morgan Hill, CA)
- 60+ days ago
- San Jose, CA (18 miles from Morgan Hill, CA)
- 60+ 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....
Personal Banker Safe Act- San Jose Area (Bilingual Preferred: Mandarin or Cantonese)
- San Jose, CA (18 miles from Morgan Hill, CA)
- 60+ days ago
- San Jose, CA (18 miles from Morgan Hill, CA)
- 60+ 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....
Merrill Experienced Financial Advisor
- San Jose, CA (18 miles from Morgan Hill, CA)
- 90+ days ago
- San Jose, CA (18 miles from Morgan Hill, CA)
- 90+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
Demographic Data for Morgan Hill, CA
Moving to Morgan Hill, CA? Find some basic demographic data about Morgan Hill, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Morgan Hill, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Morgan Hill, 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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