Personal Banker Jobs in San Mateo, 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.
- San Ramon, CA (22 miles from San Mateo, CA)
- 6 hours ago
- San Ramon, CA (22 miles from San Mateo, CA)
- 6 hours 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...
Personal Banker Roving East Bay Ridge district
- Oakland, CA (15 miles from San Mateo, CA)
- 1 hour ago
- Oakland, CA (15 miles from San Mateo, CA)
- 1 hour 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....
- Moraga, CA (21 miles from San Mateo, CA)
- 1 hour ago
- Moraga, CA (21 miles from San Mateo, CA)
- 1 hour 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 Broadway Grant
- San Francisco, CA (15 miles from San Mateo, CA)
- 3 hours ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 3 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....
Personal Banker SAFE Act -South San Francisco Branch
- San Francisco, CA (15 miles from San Mateo, CA)
- 3 hours ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 3 hours 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....
Personal Banker (Member Solutions Specialist)
- San Leandro, CA (13 miles from San Mateo, CA)
- 22 hours ago
- San Leandro, CA (13 miles from San Mateo, CA)
- 22 hours ago
Serve as a subject matter expert in our products and services offerings, new accounts, and consumer lending processes....
- San Ramon, CA (22 miles from San Mateo, CA)
- 23 hours ago
- San Ramon, CA (22 miles from San Mateo, CA)
- 23 hours ago
About Insight Wealth Strategies, LLC Insight Wealth Strategies (IWS) is a fee-only SEC-Registered Investment Advisory Firm providing comprehensive financial planning and investment management...
- Fremont, CA (18 miles from San Mateo, CA)
- 23 hours ago
- Fremont, CA (18 miles from San Mateo, CA)
- 23 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...
Personal Banker SAFE Act - B10 - Alameda Branch
- Alameda, CA (13 miles from San Mateo, CA)
- 23 hours ago
- Alameda, CA (13 miles from San Mateo, CA)
- 23 hours ago
Citigroup Personal Banker SAFE Act - B10 - Alameda Branch in California The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or...
Financial Advisor San Francisco Bay Area (Associate Level)
- Alameda, CA (13 miles from San Mateo, CA)
- 23 hours ago
- Alameda, CA (13 miles from San Mateo, 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 (18 miles from San Mateo, CA)
- 23 hours ago
- Fremont, CA (18 miles from San Mateo, 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...
Personal Banker SAFE Act - Post Street
- San Francisco, CA (15 miles from San Mateo, CA)
- 1 day ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 1 day 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....
- Walnut Creek, CA (24 miles from San Mateo, CA)
- 2 days ago
- Walnut Creek, CA (24 miles from San Mateo, CA)
- 2 days ago
Application Deadline: 04/10/2025 Address: 4949 Meadows Rd. Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members...
- Millbrae, CA (4 miles from San Mateo, CA)
- 2 days ago
- Millbrae, CA (4 miles from San Mateo, CA)
- 2 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....
- Belvedere, CA (22 miles from San Mateo, CA)
- 2 days ago
- Belvedere, CA (22 miles from San Mateo, CA)
- 2 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 Mateo, CA
Moving to San Mateo, CA? Find some basic demographic data about San Mateo, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in San Mateo, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in San Mateo, 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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