Personal Banker Jobs in Pleasanton, 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 Jose, CA (20 miles from Pleasanton, CA)
- 14 hours ago
- San Jose, CA (20 miles from Pleasanton, CA)
- 14 hours ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Louisville, KY at the Hillview Branch....
- Livermore, CA (14 miles from Pleasanton, CA)
- 2 days ago
- Livermore, CA (14 miles from Pleasanton, CA)
- 2 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Livermore, California. Bilingual Spanish preferred....
Personal Banker SAFE Act - San Lorenzo Branch
- San Lorenzo, CA (15 miles from Pleasanton, CA)
- 2 days ago
- San Lorenzo, CA (15 miles from Pleasanton, CA)
- 2 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 (21 miles from Pleasanton, CA)
- 3 days ago
- Palo Alto, CA (21 miles from Pleasanton, 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....
De Novo Personal Banker I - Bethany Village (Milton, GA)
- Mountain House, CA (15 miles from Pleasanton, CA)
- 3 days ago
- Mountain House, CA (15 miles from Pleasanton, CA)
- 3 days ago
Banker job family....
Personal Banker SAFE Act - B10 - SAN LORENZO
- San Lorenzo, CA (15 miles from Pleasanton, CA)
- 3 days ago
- San Lorenzo, CA (15 miles from Pleasanton, 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....
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....
- Concord, CA (23 miles from Pleasanton, CA)
- 3 days ago
- Concord, CA (23 miles from Pleasanton, CA)
- 3 days ago
Identifies opportunities and sells a full suite of Retail Banking deposit and lending products to consumers and small businesses....
Personal Banker Trainee (Sorel-Tracy)
- Tracy, CA (24 miles from Pleasanton, CA)
- 8 days ago
- Tracy, CA (24 miles from Pleasanton, CA)
- 8 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 (15 miles from Pleasanton, CA)
- 9 days ago
- Mountain House, CA (15 miles from Pleasanton, CA)
- 9 days ago
Banker job family....
Technology - Client Relationship Manager - Bay Area
- Sunnyvale, CA (19 miles from Pleasanton, CA)
- 9 days ago
- Sunnyvale, CA (19 miles from Pleasanton, CA)
- 9 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 (21 miles from Pleasanton, CA)
- 10 days ago
- Santa Clara, CA (21 miles from Pleasanton, CA)
- 10 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....
- Concord, CA (23 miles from Pleasanton, CA)
- 10 days ago
- Concord, CA (23 miles from Pleasanton, CA)
- 10 days ago
Banker job family....
Financial Advisor - Paid Training Provided
- Oakland, CA (21 miles from Pleasanton, CA)
- 11 days ago
- Oakland, CA (21 miles from Pleasanton, CA)
- 11 days ago
Job Overview 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. If you find yourself at a professional...
- Danville, CA (11 miles from Pleasanton, CA)
- 11 days ago
- Danville, CA (11 miles from Pleasanton, CA)
- 11 days ago
Do you exhibit a high level of customer service and professionalism? Are you seeking an opportunity to join one of the finest banks in the Bay Area? Then this Banker position is for you....
Demographic Data for Pleasanton, CA
Moving to Pleasanton, CA? Find some basic demographic data about Pleasanton, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Pleasanton, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Pleasanton, 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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