Personal Banker Jobs in San Jose, 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.
Personal Banker (Member Solutions Specialist)
- Milpitas, CA (6 miles from San Jose, CA)
- 13 hours ago
- Milpitas, CA (6 miles from San Jose, CA)
- 13 hours 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 (20 miles from San Jose, CA)
- 14 hours ago
- Pleasanton, CA (20 miles from San Jose, CA)
- 14 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....
- Fremont, CA (16 miles from San Jose, CA)
- 22 hours ago
- Fremont, CA (16 miles from San Jose, CA)
- 22 hours 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...
Financial Advisor San Francisco Bay Area (Associate Level)
- Fremont, CA (16 miles from San Jose, CA)
- 23 hours ago
- Fremont, CA (16 miles from San Jose, CA)
- 23 hours 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 (16 miles from San Jose, CA)
- 23 hours ago
- Fremont, CA (16 miles from San Jose, CA)
- 23 hours 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...
Financial Advisor (Career Changers Encouraged, Training & Mentorship Provided)
- Santa Clara, CA (3 miles from San Jose, CA)
- 2 days ago
- Santa Clara, CA (3 miles from San Jose, CA)
- 2 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...
Private Client Banker - El Camino Real and Los Padres Branch - Santa Clara, CA
- Santa Clara, CA (3 miles from San Jose, CA)
- 3 days ago
- Santa Clara, CA (3 miles from San Jose, CA)
- 3 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Personal Banker Roving Peninsula Gateway
- Cupertino, CA (11 miles from San Jose, CA)
- 3 days ago
- Cupertino, CA (11 miles from San Jose, CA)
- 3 days 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....
- Palo Alto, CA (15 miles from San Jose, CA)
- 3 days ago
- Palo Alto, CA (15 miles from San Jose, CA)
- 3 days ago
Financial ConsultantIf you no longer want tospend your time on sourcing new clients and would rather have thetime to deepen relationships and create complex financial plans,then join a team that...
Roving Personal Banker - Greater Floresville
- Pleasanton, CA (20 miles from San Jose, CA)
- 8 days ago
- Pleasanton, CA (20 miles from San Jose, CA)
- 8 days 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 Westmoor Village
- Sunnyvale, CA (7 miles from San Jose, CA)
- 8 days ago
- Sunnyvale, CA (7 miles from San Jose, CA)
- 8 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....
- San Carlos, CA (23 miles from San Jose, CA)
- 9 days ago
- San Carlos, CA (23 miles from San Jose, CA)
- 9 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Personal Banker Peninsula Gateway
- Los Altos, CA (14 miles from San Jose, CA)
- 12 days ago
- Los Altos, CA (14 miles from San Jose, CA)
- 12 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....
Associate Personal Banker Mid Peninsula District
- San Carlos, CA (23 miles from San Jose, CA)
- 12 days ago
- San Carlos, CA (23 miles from San Jose, CA)
- 12 days ago
Wells Fargo Associate Personal Banker Mid Peninsula District in SAN CARLOS , California Why Wells Fargo: Are you looking for more? Find it here....
Associate Personal Banker Peninsula Gateway District
- Sunnyvale, CA (7 miles from San Jose, CA)
- 15 days ago
- Sunnyvale, CA (7 miles from San Jose, CA)
- 15 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....
Demographic Data for San Jose, CA
Moving to San Jose, CA? Find some basic demographic data about San Jose, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in San Jose, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in San Jose, 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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