Personal Banker Jobs in Monte Vista, CA
- Menlo Park, CA (12 miles from Monte Vista, CA)
- 16 hours ago
- Menlo Park, CA (12 miles from Monte Vista, CA)
- 16 hours ago
Do you exhibit a high level of customer service and professionalism? Are you seeking an opportunity to join one of the finest banks in the Bay Area? Then this Banker position is for you....
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 (No Prospecting + ELITE Marketing)
- San Jose, CA (11 miles from Monte Vista, CA)
- 1 day ago
- San Jose, CA (11 miles from Monte Vista, CA)
- 1 day ago
Demonstrated success in closing business in financial planning, retirement planning, and wealth management....
- Union City, CA (21 miles from Monte Vista, CA)
- 1 day ago
- Union City, CA (21 miles from Monte Vista, CA)
- 1 day ago
Fremont Bank has animmediate opening for a Personal Banker in Alvarado, CA....
Associate Roving Personal Banker - Silicon Peak District
- Milpitas, CA (17 miles from Monte Vista, CA)
- 1 day ago
- Milpitas, CA (17 miles from Monte Vista, CA)
- 1 day 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....
- Fremont, CA (19 miles from Monte Vista, CA)
- 2 days ago
- Fremont, CA (19 miles from Monte Vista, CA)
- 2 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...
Personal Banker SAFE Act- South Mary Sunnyvale Branch
- Sunnyvale, CA (7 miles from Monte Vista, CA)
- 4 days ago
- Sunnyvale, CA (7 miles from Monte Vista, CA)
- 4 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....
Personal Banker Beach and Valley North
- Campbell, CA (7 miles from Monte Vista, CA)
- 5 days ago
- Campbell, CA (7 miles from Monte Vista, CA)
- 5 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....
Financial Advisor (Career Changers Encouraged, Training & Mentorship Provided)
- Fremont, CA (19 miles from Monte Vista, CA)
- 6 days ago
- Fremont, CA (19 miles from Monte Vista, CA)
- 6 days ago
Management Company (NMWMC) (Investment Advisory Services), a federal savings bank....
Merrill Experienced Financial Advisor
- San Jose, CA (11 miles from Monte Vista, CA)
- 8 days ago
- San Jose, CA (11 miles from Monte Vista, CA)
- 8 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....
Personal Banker 41st and Capitola
- Capitola, CA (23 miles from Monte Vista, CA)
- 9 days ago
- Capitola, CA (23 miles from Monte Vista, CA)
- 9 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....
Private Client Banker - Big Basin and Saratoga Los Gatos - Saratoga, CA
- Saratoga, CA (3 miles from Monte Vista, CA)
- 10 days ago
- Saratoga, CA (3 miles from Monte Vista, CA)
- 10 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...
- Redwood City, CA (14 miles from Monte Vista, CA)
- 11 days ago
- Redwood City, CA (14 miles from Monte Vista, CA)
- 11 days ago
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. Join a financial services firm where your contributions...
Personal Banker Mt Hermon Branch in Scotts Valley
- Santa Cruz, CA (15 miles from Monte Vista, CA)
- 17 days ago
- Santa Cruz, CA (15 miles from Monte Vista, CA)
- 17 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....
JPMorgan Private Client Relationship Manager - San Francisco / Palo Alto, CA
- Palo Alto, CA (10 miles from Monte Vista, CA)
- 24 days ago
- Palo Alto, CA (10 miles from Monte Vista, CA)
- 24 days ago
JobID: 210624967 Category: Relationship Manager JobSchedule: Full time Posted Date: 2025-05-09T18:52:13+00:00 JobShift: Base Pay/Salary: San Francisco,CA $150,000.00 - $150,000.00 Palo Alto,CA...
Demographic Data for Monte Vista, CA
Moving to Monte Vista, CA? Find some basic demographic data about Monte Vista, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Monte Vista, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Monte Vista, 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
- Referrals
- Risk Management
- Inbound/Outbound Calling
- Relationship Management
- Customer Relations
- Retail
- High School Diploma
- Military Background
- Written Communication
- Negotiation
- Business Development
- Telephone Skills
- Coaching
- Flexibility
- Employee Development
- Reporting
- Regulations
- Sales
- Problem Solving
- Policy Development
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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