Personal Banker Jobs in Rohnert 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.

1-5 of 5 Jobs

Financial Advisor - Certification Provided

  • Santa Rosa, CA (9 miles from Rohnert Park, CA)
  • 3 days ago
  • Santa Rosa, CA (9 miles from Rohnert Park, CA)
  • 3 days ago

Financial Advisor - Certification Provided Edward Jones 3.8 (16) Santa Rosa, CA Why you should apply for a job to Edward Jones: 63% say women are treated fairly and equally to men 73% say the CEO...

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

  • Santa Rosa, CA (9 miles from Rohnert Park, CA)
  • 6 days ago
  • Santa Rosa, CA (9 miles from Rohnert Park, CA)
  • 6 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...

Financial Advisor

  • Saint Helena, CA (22 miles from Rohnert Park, CA)
  • 6 days ago
  • Saint Helena, CA (22 miles from Rohnert Park, CA)
  • 6 days ago

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of...

Financial Advisor

  • Santa Rosa, CA (9 miles from Rohnert Park, CA)
  • 60+ days ago
  • Santa Rosa, CA (9 miles from Rohnert Park, CA)
  • 60+ 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...

Financial Advisor - Paid Training Provided

  • Sonoma, CA (14 miles from Rohnert Park, CA)
  • 90+ days ago
  • Sonoma, CA (14 miles from Rohnert Park, CA)
  • 90+ days 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...

Demographic Data for Rohnert Park, CA

Moving to Rohnert Park, CA? Find some basic demographic data about Rohnert Park, CA below.


Local
National
47,062
893
Medium

Personal Banker Online Courses and Training Opportunities

iHireBanking curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
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 Rohnert Park, 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 Rohnert Park, 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 Rohnert Park, 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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