Personal Banker Jobs in Mcclellan, CA
Financial Advisor - Experienced Professionals
- First Command Financial Services, Inc.
- Sacramento, CA (7 miles from Mcclellan, CA)
- 5 days ago
- Sacramento, CA (7 miles from Mcclellan, 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 PersonSr. Client Relationship Manager (Hybrid)
- Broadridge
- El Dorado Hills, CA (17 miles from Mcclellan, CA)
- 13 days ago
- El Dorado Hills, CA (17 miles from Mcclellan, CA)
- 13 days ago
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come...
HybridFinancial Advisor - Davis, CA - Market 31, Region 041
- Edward Jones
- Davis, CA (23 miles from Mcclellan, CA)
- 25 days ago
- Davis, CA (23 miles from Mcclellan, CA)
- 25 days ago
Opportunity Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them...
In Person- Edward Jones
- Davis, CA (23 miles from Mcclellan, CA)
- 28 days ago
- Davis, CA (23 miles from Mcclellan, CA)
- 28 days ago
This job posting is anticipated to remain open for 30 days, from 08-Dec-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
In PersonFinancial Advisor Financial Advisor
- Edward Jones
- Sacramento, CA (7 miles from Mcclellan, CA)
- 30+ days ago
- Sacramento, CA (7 miles from Mcclellan, CA)
- 30+ days ago
Financial Advisor Edward Jones 3.8 ( ) Sacramento, CA for later Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender...
In PersonInvestment Services - Financial Advisor (Sacramento Area)
- Golden1
- Sacramento, CA (7 miles from Mcclellan, CA)
- 60+ days ago
- Sacramento, CA (7 miles from Mcclellan, CA)
- 60+ days ago
TITLE: FINANCIAL ADVISOR STATUS: EXEMPT REPORTS TO: MANAGER - INVESTMENT SERVICES DEPARTMENT: INVESTMENT SERVICES JOB CODE: 3201 PAY RANGE: $68,640.00 ANNUALLY General Description: Meet with...
In PersonClient Relationship Manager III
- Vitu
- Sacramento, CA (7 miles from Mcclellan, CA)
- 90+ days ago
- Sacramento, CA (7 miles from Mcclellan, CA)
- 90+ days ago
Client Relationship Manager IIIAbout VituAt Vitu, our engaged workforce is the key to our success. We are committed to creating a positive, inclusive, and motivating environment where employees...
HybridFinancial Advisor - St. Paul and East Metro
- Thrivent Financial for Lutherans
- Roseville, CA (9 miles from Mcclellan, CA)
- 90+ days ago
- Roseville, CA (9 miles from Mcclellan, 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 PersonPersonal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Mcclellan, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Mcclellan, 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
- Commercial Banking
- Dodd-Frank
- Nationwide Mortgage Licensing System & Registry
- Asset Allocation
- Mutual Funds
- Consumer Lending
- Retail Banking
- Account Maintenance
- Wealth Management
- BSA
- Investment Banking
- Securities and Exchange Commission
- Cross Selling
- Client Relationships
- Lending
- Investment Management
- Mortgage Processing
- Financial Planning
- Financial Services
- Prospecting
- Compensation and Benefits
- Business Planning
- Acquisitions
- Customer Satisfaction
- Notary Public
- Referrals
- Risk Management
- Networking
- Retail
- Relationship Management
- High School Diploma
- Written Communication
- Customer Relations
- Business Development
- Military Background
- Reporting
- Telephone Skills
- Policy Development
- Coaching
- Flexibility
- Regulations
- Sales
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills