Personal Banker Jobs in Martinez, CA
Financial Advisor Financial Advisor
- Edward Jones
- Castro Valley, CA (15 miles from Martinez, CA)
- 3 hours ago
- Castro Valley, CA (15 miles from Martinez, CA)
- 3 hours ago
Financial Advisor Edward Jones 3.8 ( ) Castro Valley, CA on company site Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO...
In PersonEntry Level - Financial Advisor - CA, San Francisco / Bay Area (5068)
- Equitable Life & Casualty Insurance
- San Francisco, CA (19 miles from Martinez, CA)
- 22 hours ago
- San Francisco, CA (19 miles from Martinez, CA)
- 22 hours ago
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships...
In PersonHybrid Personal Banker - Walnut Creek, CA in Walnut Creek
- Energy Jobline ZR
- Walnut Creek, CA (8 miles from Martinez, CA)
- 1 day ago
- Walnut Creek, CA (8 miles from Martinez, CA)
- 1 day ago
Process, manage and decision consumer loan applications per consumer lending policies and underwriting guidelines. Process and manage credit and debit cards....
HybridPrivate Client Banker Contra Costa Market
- JP Morgan
- Berkeley, CA (9 miles from Martinez, CA)
- 2 days ago
- Berkeley, CA (9 miles from Martinez, CA)
- 2 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...
In PersonPersonal Banker (Member Solutions Specialist)
- Patelco Credit Union
- Oakland, CA (14 miles from Martinez, CA)
- 2 days ago
- Oakland, CA (14 miles from Martinez, CA)
- 2 days ago
Serve as a subject matter expert in our products and services offerings, new accounts, and consumer lending processes....
In PersonAssociate Roving Personal Banker Mission 880 District
- Wells Fargo
- Hayward, CA (21 miles from Martinez, CA)
- 3 days ago
- Hayward, CA (21 miles from Martinez, CA)
- 3 days 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....
In Person- Umpqua Bank Corp
- Antioch, CA (18 miles from Martinez, CA)
- 4 days ago
- Antioch, CA (18 miles from Martinez, CA)
- 4 days ago
Also responsible for uncovering and originating consumer lending opportunities....
In PersonFinancial Advisor - Experienced Professionals
- First Command Financial Services, Inc.
- Fairfield, CA (22 miles from Martinez, CA)
- 5 days ago
- Fairfield, CA (22 miles from Martinez, CA)
- 5 days ago
Join the mission. Coach those who serve. At First Command, we've been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to...
In PersonPersonal Banker SAFE Act- Downtown San Francisco Area
- Citigroup Inc.
- San Francisco, CA (19 miles from Martinez, CA)
- 7 days ago
- San Francisco, CA (19 miles from Martinez, CA)
- 7 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 PersonPersonal Banker SAFE ACT, Hayward Branch, Officer
- Citigroup
- Hayward, CA (21 miles from Martinez, CA)
- 9 days ago
- Hayward, CA (21 miles from Martinez, CA)
- 9 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 Person- JPMorgan Chase
- Kentfield, CA (21 miles from Martinez, CA)
- 11 days ago
- Kentfield, CA (21 miles from Martinez, CA)
- 11 days ago
Private Client Banker - Greenbrae Branch - Greenbrae, CA JPMorgan Chase 3.3 ( ) Kentfield, CA for later Why you should apply for a job to JPMorgan Chase : Ranked as one of the 61% say women are...
In Person- JPMorgan Chase
- Alamo, CA (12 miles from Martinez, CA)
- 11 days ago
- Alamo, CA (12 miles from Martinez, CA)
- 11 days ago
Private Client Banker - Stone Valley and Danville Blvd Branch - Alamo, CA JPMorgan Chase 3.3 ( ) Alamo, CA for later Why you should apply for a job to JPMorgan Chase : Ranked as one of the 61% say...
In PersonPersonal Banker Tri Valley District Livermore
- Wells Fargo
- Danville, CA (17 miles from Martinez, CA)
- 11 days ago
- Danville, CA (17 miles from Martinez, CA)
- 11 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 PersonMerrill Associate Client Relationship Manager
- Bank of America Corporation
- San Francisco, CA (19 miles from Martinez, CA)
- 11 days ago
- San Francisco, CA (19 miles from Martinez, CA)
- 11 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. Merrill...
In Person- Zenith American Solutions
- San Francisco, CA (19 miles from Martinez, CA)
- 12 days ago
- San Francisco, CA (19 miles from Martinez, CA)
- 12 days ago
Title: Client Relationship Manager Department: Client Services Bargaining Unit: NBU Grade: N/A FLSA: Exempt Hours per week: 40 Position Summary The Client Relationship Manager supports the...
RemoteDemographic Data for Martinez, CA
Moving to Martinez, CA? Find some basic demographic data about Martinez, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Martinez, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Martinez, 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
- Account Opening
- Dodd-Frank
- Commercial Banking
- Mutual Funds
- Account Maintenance
- Nationwide Mortgage Licensing System & Registry
- Retail Banking
- Consumer Lending
- BSA
- Annuities
- Wealth Management
- Cross Selling
- Investment Banking
- Securities and Exchange Commission
- Lending
- Client Relationships
- Investment Management
- Financial Planning
- Fraud Investigation
- Financial Services
- Mortgage Processing
- Customer Support
- Customer Satisfaction
- Cash Handling
- Notary Public
- Referrals
- Closing
- Risk Management
- Retail
- Inbound/Outbound Calling
- Relationship Management
- High School Diploma
- Military Background
- Friendliness
- Written Communication
- Business Development
- Math
- Customer Relations
- Telephone Skills
- Coaching
- Investigation
- Reporting
- Flexibility
- Policy Development
- Regulations
- Sales
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills