Personal Banker Jobs in Berkeley, CA
Financial Advisor - Greater San Francisco Bay Area
- Thrivent Financial for Lutherans
- San Francisco, CA (10 miles from Berkeley, CA)
- 1 day ago
- San Francisco, CA (10 miles from Berkeley, CA)
- 1 day 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...
In PersonPersonal Banker Tri Valley District
- Wells Fargo
- Dublin, CA (22 miles from Berkeley, CA)
- 2 days ago
- Dublin, CA (22 miles from Berkeley, 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....
In Person- Moss Adams Wealth Advisors LLC
- San Francisco, CA (10 miles from Berkeley, CA)
- 2 days ago
- San Francisco, CA (10 miles from Berkeley, CA)
- 2 days ago
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's...
In Person- Moss Adams Wealth Advisors LLC
- San Francisco, CA (10 miles from Berkeley, CA)
- 2 days ago
- San Francisco, CA (10 miles from Berkeley, CA)
- 2 days ago
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's...
In Person- Edward Jones
- Alameda, CA (6 miles from Berkeley, CA)
- 3 days ago
- Alameda, CA (6 miles from Berkeley, CA)
- 3 days ago
This job posting is anticipated to remain open for 30 days, from 20-Feb-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
In Person- Kaiser Permanente
- South San Francisco, CA (16 miles from Berkeley, CA)
- 4 days ago
- South San Francisco, CA (16 miles from Berkeley, CA)
- 4 days ago
Under direct supervision, the Patient Financial Advisor (PFA) is a professional responsible for identifying appropriate financial sponsorship for members and non-members and determining their cost...
In PersonPersonal Banker Bayside Terrace
- Wells Fargo
- El Cerrito, CA (3 miles from Berkeley, CA)
- 4 days ago
- El Cerrito, CA (3 miles from Berkeley, CA)
- 4 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....
In Person- City National Bank
- San Francisco, CA (10 miles from Berkeley, CA)
- 5 days ago
- San Francisco, CA (10 miles from Berkeley, CA)
- 5 days ago
FINANCIAL ADVISOR Business Development serves as the wealth mgmt. point of contact for Personal & Business Banking (PBB) Bank Responsible for revenue production goals related to advisory services...
In Person- City National Bank
- San Francisco, CA (10 miles from Berkeley, CA)
- 6 days ago
- San Francisco, CA (10 miles from Berkeley, CA)
- 6 days ago
FINANCIAL ADVISOR WHAT IS THE OPPORTUNITY? Less experienced Financial Advisors (FA) will work in tandem with an assigned Senior Financial Advisor (SFA) to provide sales and client and colleague...
Remote- Accenture
- San Francisco, CA (10 miles from Berkeley, CA)
- 11 days ago
- San Francisco, CA (10 miles from Berkeley, CA)
- 11 days ago
Qualification You Are As a Management Consultant within the Banking Consulting practice, you are a hands-on problem solver who partners with clients to modernize retail banking through data, AI, and...
In Person- Empirical Financial Services, LLC
- San Mateo, CA (20 miles from Berkeley, CA)
- 12 days ago
- San Mateo, CA (20 miles from Berkeley, CA)
- 12 days ago
We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing a practice while providing a very high level of...
In Person- Empirical Financial Services, LLC
- San Francisco, CA (10 miles from Berkeley, CA)
- 12 days ago
- San Francisco, CA (10 miles from Berkeley, CA)
- 12 days ago
Empirical Wealth Management is currently searching for an Associate Financial Advisor (AFA), who can help strengthen client relationships and provide top-notch service to clients. An AFA works...
In PersonPersonal Banker - Walnut Creek, CA
- Firefighters First Credit Union
- Walnut Creek, CA (10 miles from Berkeley, CA)
- 13 days ago
- Walnut Creek, CA (10 miles from Berkeley, CA)
- 13 days ago
Currently, we have an immediate opening in our Walnut Creek, CA branch for a Financial Service Consultant II (Personal Banker) to join our team!...
In PersonPrivate Client Banker - Walnut Creek CA - Walnut Creek, CA
- JP Morgan
- Walnut Creek, CA (10 miles from Berkeley, CA)
- 14 days ago
- Walnut Creek, CA (10 miles from Berkeley, CA)
- 14 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
In PersonPersonal Banker SAFE Act, San Francisco Area
- Citigroup
- San Francisco, CA (10 miles from Berkeley, CA)
- 14 days ago
- San Francisco, CA (10 miles from Berkeley, CA)
- 14 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....
In PersonDemographic Data for Berkeley, CA
Moving to Berkeley, CA? Find some basic demographic data about Berkeley, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Berkeley, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Berkeley, 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
- Private Banking
- Dodd-Frank
- Commercial Banking
- Nationwide Mortgage Licensing System & Registry
- Asset Allocation
- Mutual Funds
- Consumer Lending
- Retail Banking
- Account Maintenance
- Wealth Management
- Investment Banking
- Securities and Exchange Commission
- Cross Selling
- Client Relationships
- Lending
- Investment Management
- Mortgage Processing
- Fraud Investigation
- Financial Planning
- Financial Services
- Prospecting
- Compensation and Benefits
- Client Services
- Acquisitions
- Customer Satisfaction
- Notary Public
- Risk Management
- Referrals
- Relationship Management
- Retail
- High School Diploma
- Networking
- Written Communication
- Customer Relations
- Business Development
- Military Background
- Interpersonal Skills
- Reporting
- Coaching
- Policy Development
- Flexibility
- Sales
- Regulations
- Problem Solving
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
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