Personal Banker Jobs in Redwood City, 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.

1-15 of 51 Jobs

Financial Advisor

  • San Ramon, CA (24 miles from Redwood City, CA)
  • 1 day ago
  • San Ramon, CA (24 miles from Redwood City, CA)
  • 1 day 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 Mission 880 district

  • Fremont, CA (15 miles from Redwood City, CA)
  • 10 hours ago
  • Fremont, CA (15 miles from Redwood City, CA)
  • 10 hours 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....

Personal Banker Roving East Bay Ridge district

  • Oakland, CA (21 miles from Redwood City, CA)
  • 20 hours ago
  • Oakland, CA (21 miles from Redwood City, CA)
  • 20 hours 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....

Associate Personal Banker Broadway Grant

  • San Francisco, CA (23 miles from Redwood City, CA)
  • 22 hours ago
  • San Francisco, CA (23 miles from Redwood City, CA)
  • 22 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....

Personal Banker SAFE Act -South San Francisco Branch

  • San Francisco, CA (23 miles from Redwood City, CA)
  • 22 hours ago
  • San Francisco, CA (23 miles from Redwood City, CA)
  • 22 hours 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 (Member Solutions Specialist)

  • Milpitas, CA (23 miles from Redwood City, CA)
  • 1 day ago
  • Milpitas, CA (23 miles from Redwood City, CA)
  • 1 day 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 (24 miles from Redwood City, CA)
  • 1 day ago
  • Pleasanton, CA (24 miles from Redwood City, 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....

Financial Advisor

  • San Ramon, CA (24 miles from Redwood City, CA)
  • 1 day ago
  • San Ramon, CA (24 miles from Redwood City, CA)
  • 1 day 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...

Associate Financial Advisor

  • Fremont, CA (15 miles from Redwood City, CA)
  • 1 day ago
  • Fremont, CA (15 miles from Redwood City, CA)
  • 1 day ago

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 Redwood City, CA)
  • 1 day ago
  • Alameda, CA (21 miles from Redwood City, CA)
  • 1 day 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 Redwood City, CA)
  • 1 day ago
  • Alameda, CA (21 miles from Redwood City, CA)
  • 1 day 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...

High Net-worth Financial Advisor (San Francisco)

  • Fremont, CA (15 miles from Redwood City, CA)
  • 1 day ago
  • Fremont, CA (15 miles from Redwood City, CA)
  • 1 day ago

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 - Post Street

  • San Francisco, CA (23 miles from Redwood City, CA)
  • 1 day ago
  • San Francisco, CA (23 miles from Redwood City, 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....

Personal Banker Daly City

  • Millbrae, CA (12 miles from Redwood City, CA)
  • 2 days ago
  • Millbrae, CA (12 miles from Redwood City, 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....

Financial Advisor (Career Changers Encouraged, Training & Mentorship Provided)

  • Santa Clara, CA (17 miles from Redwood City, CA)
  • 3 days ago
  • Santa Clara, CA (17 miles from Redwood City, 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...

Demographic Data for Redwood City, CA

Moving to Redwood City, CA? Find some basic demographic data about Redwood City, CA below.


Local
National
112,010
3,292
Medium/Lg

Personal Banker Online Courses and Training Opportunities

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Personal Branding
Public perception of an individual is generally based on the individuals actions and achievements. Leaders and individuals project themselves as different and thereby influence public perception....
Personal Finance
The Personal Finance Professional Certificate is designed for individuals to build financial literacy, one of the most pressing needs Americans face today. Financial decisions made by individuals...
Psychology of Personal Growth
Learn to understand personal growth from a comparative perspective. Want to learn about how you become who you are, but not sure where to kick off that journey? This is a fantastic course for you....

Salary for Personal Banker Jobs in Redwood City, CA

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireBanking research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Banker positions.



Highest Education Level

Personal Bankers in Redwood City, CA offer the following education background
Bachelor's Degree
39.8%
High School or GED
20.4%
Master's Degree
14.1%
Associate's Degree
12.8%
Vocational Degree or Certification
8.7%
Some College
2.7%
Doctorate Degree
0.9%
Some High School
0.6%

Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Bankers in Redwood City, CA
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%



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