Personal Banker Jobs in Santa Cruz, 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 San Francisco Bay Area (Associate Level)
- Santa Clara, CA (22 miles from Santa Cruz, CA)
- 1 day ago
- Santa Clara, CA (22 miles from Santa Cruz, CA)
- 1 day 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...
- Sunnyvale, CA (23 miles from Santa Cruz, CA)
- 1 day ago
- Sunnyvale, CA (23 miles from Santa Cruz, CA)
- 1 day ago
Our client is looking for Financial Advisors to manage existing client relationships and foster growth through comprehensive financial planning. Interested candidates should be Bay Area locals...
Personal Banker Almaden Valley
- San Jose, CA (24 miles from Santa Cruz, CA)
- 1 day ago
- San Jose, CA (24 miles from Santa Cruz, CA)
- 1 day 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....
- Sunnyvale, CA (23 miles from Santa Cruz, CA)
- 3 days ago
- Sunnyvale, CA (23 miles from Santa Cruz, CA)
- 3 days 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...
High Net-worth Financial Advisor (San Francisco)
- Sunnyvale, CA (23 miles from Santa Cruz, CA)
- 3 days ago
- Sunnyvale, CA (23 miles from Santa Cruz, CA)
- 3 days 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 (22 miles from Santa Cruz, CA)
- 5 days ago
- Santa Clara, CA (22 miles from Santa Cruz, CA)
- 5 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 (22 miles from Santa Cruz, CA)
- 6 days ago
- Santa Clara, CA (22 miles from Santa Cruz, CA)
- 6 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 Peninsula Gateway
- Los Altos, CA (20 miles from Santa Cruz, CA)
- 14 days ago
- Los Altos, CA (20 miles from Santa Cruz, CA)
- 14 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
- Woodside, CA (24 miles from Santa Cruz, CA)
- 15 days ago
- Woodside, CA (24 miles from Santa Cruz, CA)
- 15 days ago
Wells Fargo Associate Personal Banker Mid Peninsula District in WOODSIDE , California Why Wells Fargo: Are you looking for more? Find it here....
Personal Banker SAFE Act - Alum Rock- San Jose Branch (Bilingual Preferred: Spanish)
- San Jose, CA (24 miles from Santa Cruz, CA)
- 19 days ago
- San Jose, CA (24 miles from Santa Cruz, CA)
- 19 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....
Technology - Client Relationship Manager
- Sunnyvale, CA (23 miles from Santa Cruz, CA)
- 23 days ago
- Sunnyvale, CA (23 miles from Santa Cruz, CA)
- 23 days ago
Technology - Client Relationship Manager Location: Sunnyvale, CA (must live or be willing to relocate) Level: Associate Director About Cognizant Cognizant (Nasdaq-100: CTSH) is one of the world's...
Private Client Banker - Silicon Valley Market - Mountain View, CA
- Mountain View, CA (24 miles from Santa Cruz, CA)
- 30+ days ago
- Mountain View, CA (24 miles from Santa Cruz, CA)
- 30+ 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 SAFE Act- Almaden Valley Branch- San Jose
- San Jose, CA (24 miles from Santa Cruz, CA)
- 30+ days ago
- San Jose, CA (24 miles from Santa Cruz, 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....
Senior Personal Banker - Mountain View
- Mountain View, CA (24 miles from Santa Cruz, CA)
- 30+ days ago
- Mountain View, CA (24 miles from Santa Cruz, CA)
- 30+ days ago
Position Overview The Senior Personal Banker delivers world-class service in accordance with Fremont Bank standards at everyclient interaction....
Personal Banker Mt Hermon Branch in Scotts Valley
- Scotts Valley, CA
- 45+ days ago
- Scotts Valley, CA
- 45+ 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 Santa Cruz, CA
Moving to Santa Cruz, CA? Find some basic demographic data about Santa Cruz, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Santa Cruz, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Santa Cruz, 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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