Personal Banker Jobs in Roseville, 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.
Contact Center Personal Banker
- Sacramento, CA (16 miles from Roseville, CA)
- 5 days ago
- Sacramento, CA (16 miles from Roseville, CA)
- 5 days ago
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote Work- Sacramento, CA (16 miles from Roseville, CA)
- 6 days ago
- Sacramento, CA (16 miles from Roseville, CA)
- 6 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
- Auburn, CA (18 miles from Roseville, CA)
- 13 days ago
- Auburn, CA (18 miles from Roseville, CA)
- 13 days ago
POSITION SUMMARY & MISSION – Personal Banker We, at Tri Counties Bank, still believe in the vision of the helpful and caring Community Banker....
- Elk Grove, CA (20 miles from Roseville, CA)
- 13 days ago
- Elk Grove, CA (20 miles from Roseville, CA)
- 13 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Elk Grove, CA (20 miles from Roseville, CA)
- 18 days ago
- Elk Grove, CA (20 miles from Roseville, CA)
- 18 days ago
This job posting is anticipated to remain open for 30 days, from 03-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Financial Advisor - Sacramento Metro and Surrounding area
- Sacramento, CA (16 miles from Roseville, CA)
- 30+ days ago
- Sacramento, CA (16 miles from Roseville, CA)
- 30+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
- Folsom, CA (8 miles from Roseville, CA)
- 30+ days ago
- Folsom, CA (8 miles from Roseville, CA)
- 30+ days ago
Sacramento Credit Union Personal Banker (Floating) in Folsom , California TITLE:RETAIL SUPPORTSPECIALIST III (FLOATING BANKER) STATUS:NON-EXEMPT DEPARTMENT:FOLSOM BRANCH REPORTS TO:BRANCH MANAGER PAY...
Client Relationship Manager (Hybrid)
- El Dorado Hills, CA (10 miles from Roseville, CA)
- 30+ days ago
- El Dorado Hills, CA (10 miles from Roseville, CA)
- 30+ days ago
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join...
- Sacramento, CA (16 miles from Roseville, CA)
- 90+ days ago
- Sacramento, CA (16 miles from Roseville, CA)
- 90+ days ago
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
Demographic Data for Roseville, CA
Moving to Roseville, CA? Find some basic demographic data about Roseville, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Roseville, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Roseville, 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
- Account Opening
- 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
- Complaint Resolution
- 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
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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