Personal Banker Jobs in Pacifica, CA
US Experienced Financial Advisor
- Edward Jones
- San Francisco, CA (11 miles from Pacifica, CA)
- 2 days ago
- San Francisco, CA (11 miles from Pacifica, CA)
- 2 days ago
We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model....
In Person- Accenture
- San Francisco, CA (11 miles from Pacifica, CA)
- 3 days ago
- San Francisco, CA (11 miles from Pacifica, CA)
- 3 days ago
Qualification You Are As a Management Consultant within the Banking Consulting practice, you are a hands-on problem solver who partners with clients to modernize retail banking through data, AI, and...
In PersonPrivate Client Relationship Manager
- Risk Strategies
- Burlingame, CA (6 miles from Pacifica, CA)
- 3 days ago
- Burlingame, CA (6 miles from Pacifica, CA)
- 3 days ago
The Private Client Relationship Manager will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage related inquiries and...
In Person- Empirical Financial Services, LLC
- San Mateo, CA (9 miles from Pacifica, CA)
- 5 days ago
- San Mateo, CA (9 miles from Pacifica, CA)
- 5 days ago
Our Financial Advisors must be proficient with advanced Wealth Management techniques on all facets of investments, taxes and trust and estate planning....
In Person- Empirical Financial Services, LLC
- San Francisco, CA (11 miles from Pacifica, CA)
- 5 days ago
- San Francisco, CA (11 miles from Pacifica, CA)
- 5 days ago
Empirical Wealth Management is currently searching for an Associate Financial Advisor (AFA), who can help strengthen client relationships and provide top-notch service to clients....
In Person- AppleOne
- San Mateo, CA (9 miles from Pacifica, CA)
- 6 days ago
- San Mateo, CA (9 miles from Pacifica, CA)
- 6 days ago
: Full Time Pay Rate: $20.00 - $23.00/hr About the Role: We are seeking a customer-focused and sales-driven New Accounts Representative II to join our retail banking team....
In PersonPersonal Banker SAFE Act, San Francisco Area
- Citigroup
- San Francisco, CA (11 miles from Pacifica, CA)
- 7 days ago
- San Francisco, CA (11 miles from Pacifica, 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 Person- Fifth Third Bank
- San Francisco, CA (11 miles from Pacifica, CA)
- 8 days ago
- San Francisco, CA (11 miles from Pacifica, CA)
- 8 days ago
GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers...
In PersonPersonal Banker (Member Solutions Specialist)
- Patelco Credit Union
- San Mateo, CA (9 miles from Pacifica, CA)
- 9 days ago
- San Mateo, CA (9 miles from Pacifica, CA)
- 9 days ago
Serve as a subject matter expert in our products and services offerings, new accounts, and consumer lending processes....
In Person- JPMorgan Chase
- San Francisco, CA (11 miles from Pacifica, CA)
- 9 days ago
- San Francisco, CA (11 miles from Pacifica, CA)
- 9 days ago
Private Client Banker - Chinatown Grant Branch - Bilingual in English and Cantonese Required - San Francisco, CA JPMorgan Chase 3.3 ( ) San Francisco, CA on company site Why you should apply for a...
In PersonFinancial Advisor - San Francisco Federal Credit Union
- LPL Financial Services
- San Francisco, CA (11 miles from Pacifica, CA)
- 13 days ago
- San Francisco, CA (11 miles from Pacifica, CA)
- 13 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...
In Person- JP Morgan
- San Francisco, CA (11 miles from Pacifica, CA)
- 14 days ago
- San Francisco, CA (11 miles from Pacifica, CA)
- 14 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 Person- AHMC Healthcare
- Daly City, CA (5 miles from Pacifica, CA)
- 18 days ago
- Daly City, CA (5 miles from Pacifica, CA)
- 18 days ago
Overview The primary purpose of the Insurance Verifier/Financial Advisor position is to ensure that appropriate reimbursement resources are in place for services provided, or that patients are...
In PersonFinancial Advisor - Menlo Park, CA - Market 31, Region 67 Menlo Park, CA, USA
- Edward Jones
- Menlo Park, CA (19 miles from Pacifica, CA)
- 18 days ago
- Menlo Park, CA (19 miles from Pacifica, CA)
- 18 days ago
Financial Advisor - Menlo Park, CA - Market 31, Region 67 Opportunity Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you....
In PersonFinancial Advisor - Menlo Park, CA - Market 31, Region 67
- Edward Jones
- Menlo Park, CA (19 miles from Pacifica, CA)
- 20 days ago
- Menlo Park, CA (19 miles from Pacifica, CA)
- 20 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 PersonDemographic Data for Pacifica, CA
Moving to Pacifica, CA? Find some basic demographic data about Pacifica, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Pacifica, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Pacifica, 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
- Estate Planning
- Asset Allocation
- Mutual Funds
- Consumer Lending
- Retail Banking
- Account Maintenance
- Retirement Planning
- Wealth Management
- Securities and Exchange Commission
- Cross Selling
- Client Relationships
- Lending
- Investment Management
- Mortgage Processing
- Financial Planning
- Financial Services
- Prospecting
- Compensation and Benefits
- Business Planning
- Customer Satisfaction
- Acquisitions
- Notary Public
- Risk Management
- Referrals
- Relationship Management
- Retail
- High School Diploma
- Networking
- Customer Relations
- Written Communication
- Business Development
- Military Background
- Reporting
- Coaching
- Policy Development
- Flexibility
- Sales
- Regulations
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills