Personal Banker Jobs in Sacramento, 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 - Career Change Opportunity
- Rocklin, CA (20 miles from Sacramento, CA)
- 15 days ago
- Rocklin, CA (20 miles from Sacramento, CA)
- 15 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 their...
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....
- Folsom, CA (19 miles from Sacramento, CA)
- 1 day ago
- Folsom, CA (19 miles from Sacramento, CA)
- 1 day 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...
- Folsom, CA (19 miles from Sacramento, CA)
- 2 days ago
- Folsom, CA (19 miles from Sacramento, CA)
- 2 days ago
Also responsible for uncovering and originating consumer lending opportunities....
Client Relationship Manager (Hybrid)
- El Dorado Hills, CA (23 miles from Sacramento, CA)
- 2 days ago
- El Dorado Hills, CA (23 miles from Sacramento, CA)
- 2 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...
Client Relationship Manager - Healthcare Payer
- Folsom, CA (19 miles from Sacramento, CA)
- 13 days ago
- Folsom, CA (19 miles from Sacramento, CA)
- 13 days ago
Cognizant Technology Solutions is currently seeking a highly skilled Client Relationship Manager - Healthcare Payer who will be responsible for managing high quality delivery while developing...
- Rocklin, CA (20 miles from Sacramento, CA)
- 15 days ago
- Rocklin, CA (20 miles from Sacramento, CA)
- 15 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...
- Orangevale, CA (16 miles from Sacramento, CA)
- 18 days ago
- Orangevale, CA (16 miles from Sacramento, CA)
- 18 days ago
Wells Fargo Personal Banker Sierra Valley in ORANGEVALE , California Why Wells Fargo: Are you looking for more? Find it here....
As a Personal Banker within PNC's Retail Bank organization, you will be based in Washington, DC at the 18th & L Retail Branch....
Personal Banker SAFE Act - Elk Grove Branch
- Elk Grove, CA (14 miles from Sacramento, CA)
- 27 days ago
- Elk Grove, CA (14 miles from Sacramento, CA)
- 27 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....
- Elk Grove, CA (14 miles from Sacramento, CA)
- 28 days ago
- Elk Grove, CA (14 miles from Sacramento, CA)
- 28 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Personal Banker SAFE Act - Citrus Heights Branch
- Citrus Heights, CA (14 miles from Sacramento, CA)
- 30+ days ago
- Citrus Heights, CA (14 miles from Sacramento, CA)
- 30+ 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....
Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our...
Demographic Data for Sacramento, CA
Moving to Sacramento, CA? Find some basic demographic data about Sacramento, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Sacramento, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Sacramento, 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
Other Career Titles
Here are some other career titles that require similar skills
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