Personal Banker Jobs in Half Moon Bay, CA
Financial Advisor - Career Change Opportunity
- Alameda, CA (22 miles from Half Moon Bay, CA)
- 4 days ago
- Alameda, CA (22 miles from Half Moon Bay, CA)
- 4 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 27-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Advisor - Certification Provided
- Castro Valley, CA (24 miles from Half Moon Bay, CA)
- 4 days ago
- Castro Valley, CA (24 miles from Half Moon Bay, CA)
- 4 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 27-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Union City, CA (22 miles from Half Moon Bay, CA)
- 16 hours ago
- Union City, CA (22 miles from Half Moon Bay, CA)
- 16 hours ago
Fremont Bank has animmediate opening for a Personal Banker in Alvarado, CA....
- Fremont, CA (24 miles from Half Moon Bay, CA)
- 1 day ago
- Fremont, CA (24 miles from Half Moon Bay, CA)
- 1 day 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...
Financial Advisor San Francisco Federal Credit Union
- San Francisco, CA (21 miles from Half Moon Bay, CA)
- 3 days ago
- San Francisco, CA (21 miles from Half Moon Bay, CA)
- 3 days ago
Credit Union Financial Advisor San Francisco Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial...
Personal Banker SAFE Act- South Mary Sunnyvale Branch
- Sunnyvale, CA (22 miles from Half Moon Bay, CA)
- 3 days ago
- Sunnyvale, CA (22 miles from Half Moon Bay, CA)
- 3 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....
Financial Advisor - Wealth Management
- San Francisco, CA (21 miles from Half Moon Bay, CA)
- 3 days ago
- San Francisco, CA (21 miles from Half Moon Bay, CA)
- 3 days ago
Who Are We? With an A health rating and solid year-over-year growth, San Francisco Federal Credit Unions (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches...
- Alameda, CA (22 miles from Half Moon Bay, CA)
- 3 days ago
- Alameda, CA (22 miles from Half Moon Bay, CA)
- 3 days ago
This job posting is anticipated to remain open for 30 days, from 27-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- San Francisco, CA (21 miles from Half Moon Bay, CA)
- 4 days ago
- San Francisco, CA (21 miles from Half Moon Bay, CA)
- 4 days ago
Location: San Francisco, US-CA Rate: Not Specified Type: Permanent Client Relationship Manager Title: Client Relationship Manager Department: Client Services Bargaining Unit: NBU Grade: N/A FLSA:...
Financial Advisor (Career Changers Encouraged, Training & Mentorship Provided)
- Fremont, CA (24 miles from Half Moon Bay, CA)
- 5 days ago
- Fremont, CA (24 miles from Half Moon Bay, CA)
- 5 days ago
Management Company (NMWMC) (Investment Advisory Services), a federal savings bank....
- Hayward, CA (22 miles from Half Moon Bay, CA)
- 6 days ago
- Hayward, CA (22 miles from Half Moon Bay, CA)
- 6 days ago
At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities....
Merrill Experienced Financial Advisor
- San Francisco, CA (21 miles from Half Moon Bay, CA)
- 6 days ago
- San Francisco, CA (21 miles from Half Moon Bay, CA)
- 6 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Private Client Banker - Big Basin and Saratoga Los Gatos - Saratoga, CA
- Saratoga, CA (24 miles from Half Moon Bay, CA)
- 9 days ago
- Saratoga, CA (24 miles from Half Moon Bay, CA)
- 9 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...
Financial Advisor - Paid Training Provided
- Redwood City, CA (9 miles from Half Moon Bay, CA)
- 10 days ago
- Redwood City, CA (9 miles from Half Moon Bay, CA)
- 10 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 21-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- San Francisco, CA (21 miles from Half Moon Bay, CA)
- 20 days ago
- San Francisco, CA (21 miles from Half Moon Bay, CA)
- 20 days ago
Job Description: The role: Earn up to $5,000 per month (depending on experience) as a Financial Advisor at Venture Smarter. In this role, you'll guide clients in making informed decisions about...
Demographic Data for Half Moon Bay, CA
Moving to Half Moon Bay, CA? Find some basic demographic data about Half Moon Bay, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Half Moon Bay, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Half Moon Bay, 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
- Dodd-Frank
- Account Opening
- Asset Allocation
- BSA
- Nationwide Mortgage Licensing System & Registry
- Private Banking
- Retail Banking
- Consumer Lending
- Account Maintenance
- Annuities
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Financial Services
- Financial Planning
- Fraud Investigation
- Compensation and Benefits
- Notary Public
- Customer Satisfaction
- Cash Handling
- Inbound/Outbound Calling
- Referrals
- Risk Management
- Relationship Management
- Customer Relations
- High School Diploma
- Retail
- Military Background
- Written Communication
- Listening
- Business Development
- Telephone Skills
- Interpersonal Skills
- Coaching
- Flexibility
- Employee Development
- Reporting
- Regulations
- Sales
- Problem Solving
- Policy Development
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills