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.
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...
- 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...
- 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.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Rohnert Park, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Rohnert 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
- 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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Here are some other career titles that require similar skills
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