Personal Banker Jobs in Exeter, CA
Financial Advisor - Greater San Francisco Bay Area
- Thrivent Financial for Lutherans
- Visalia, CA (17 miles from Exeter, CA)
- 90+ days ago
- Visalia, CA (17 miles from Exeter, CA)
- 90+ days 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 PersonDemographic Data for Exeter, CA
Moving to Exeter, CA? Find some basic demographic data about Exeter, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Exeter, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Exeter, 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
- Nationwide Mortgage Licensing System & Registry
- Asset Allocation
- Mutual Funds
- Wealth Management
- Consumer Lending
- Retail Banking
- BSA
- Investment Banking
- Securities and Exchange Commission
- Cross Selling
- Client Relationships
- Lending
- Investment Management
- Financial Planning
- Mortgage Processing
- Fraud Investigation
- Financial Services
- Prospecting
- Compensation and Benefits
- Client Services
- Business Planning
- Acquisitions
- Customer Satisfaction
- Notary Public
- Cash Handling
- Referrals
- Risk Management
- Networking
- Retail
- Relationship Management
- High School Diploma
- Written Communication
- Customer Relations
- Business Development
- Military Background
- Reporting
- Policy Development
- Coaching
- Flexibility
- Regulations
- Sales
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
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