Personal Banker Jobs in Portola Valley, CA
Associate Roving Personal Banker The Heights District
- San Bruno, CA (21 miles from Portola Valley, CA)
- 1 day ago
- San Bruno, CA (21 miles from Portola Valley, 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....
Merrill Associate Client Relationship Manager
- Palo Alto, CA (6 miles from Portola Valley, CA)
- 1 day ago
- Palo Alto, CA (6 miles from Portola Valley, CA)
- 1 day 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...
- Campbell, CA (15 miles from Portola Valley, CA)
- 2 days ago
- Campbell, CA (15 miles from Portola Valley, CA)
- 2 days ago
As a Personal Banker within PNC's retail organization, you will be based in Campbell, CA.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position....
- Los Altos, CA (3 miles from Portola Valley, CA)
- 2 days ago
- Los Altos, CA (3 miles from Portola Valley, CA)
- 2 days ago
A Personal Banker is creative and can think outside the box to provide relevant solutions to our clients, while maintaining our Vision, Mission, and Values....
- Saratoga, CA (11 miles from Portola Valley, CA)
- 2 days ago
- Saratoga, CA (11 miles from Portola Valley, CA)
- 2 days ago
Private Client Banker - Big Basin and Saratoga Los Gatos - Saratoga, CA JPMorgan Chase 3.3 ( ) Saratoga, CA on company site Why you should apply for a job to JPMorgan Chase : Ranked as one of the...
- Cupertino, CA (8 miles from Portola Valley, CA)
- 2 days ago
- Cupertino, CA (8 miles from Portola Valley, CA)
- 2 days ago
Private Client Banker - Homestead Rd and De Anza Blvd - Cupertino, CA JPMorgan Chase 3.3 ( ) Cupertino, CA on company site Why you should apply for a job to JPMorgan Chase : Ranked as one of the...
Personal Banker (Member Solutions Specialist)
- Hayward, CA (21 miles from Portola Valley, CA)
- 3 days ago
- Hayward, CA (21 miles from Portola Valley, CA)
- 3 days ago
Serve as a subject matter expert in our products and services offerings, new accounts, and consumer lending processes....
- Santa Cruz, CA (20 miles from Portola Valley, CA)
- 3 days ago
- Santa Cruz, CA (20 miles from Portola Valley, CA)
- 3 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....
Associate Personal Banker Mid Peninsula District
- Burlingame, CA (16 miles from Portola Valley, CA)
- 9 days ago
- Burlingame, CA (16 miles from Portola Valley, 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 - Homestead Rd and De Anza Blvd - Cupertino, CA
- Cupertino, CA (8 miles from Portola Valley, CA)
- 9 days ago
- Cupertino, CA (8 miles from Portola Valley, 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...
Private Client Banker - Big Basin and Saratoga Los Gatos - Saratoga, CA
- Saratoga, CA (11 miles from Portola Valley, CA)
- 9 days ago
- Saratoga, CA (11 miles from Portola Valley, 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...
- Mountain View, CA (9 miles from Portola Valley, CA)
- 13 days ago
- Mountain View, CA (9 miles from Portola Valley, CA)
- 13 days ago
institutions is seeking a strategic, hands-on professional to join and help advance our Retail Banking team....
Associate Personal Banker Peninsula Gateway District
- Menlo Park, CA (6 miles from Portola Valley, CA)
- 18 days ago
- Menlo Park, CA (6 miles from Portola Valley, CA)
- 18 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....
Personal Banker SAFE Act- Almaden Valley Branch- San Jose
- San Jose, CA (17 miles from Portola Valley, CA)
- 18 days ago
- San Jose, CA (17 miles from Portola Valley, CA)
- 18 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....
- Mountain View, CA (9 miles from Portola Valley, CA)
- 26 days ago
- Mountain View, CA (9 miles from Portola Valley, CA)
- 26 days ago
banking and payments clients throughout the U.S. and Canada....
Demographic Data for Portola Valley, CA
Moving to Portola Valley, CA? Find some basic demographic data about Portola Valley, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Portola Valley, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Portola Valley, 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
- Retail Banking
- Account Maintenance
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- Consumer Lending
- BSA
- Annuities
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Fraud Investigation
- Mortgage Processing
- Financial Services
- Customer Support
- Cash Handling
- Customer Satisfaction
- Notary Public
- Referrals
- Retail
- Risk Management
- Inbound/Outbound Calling
- Relationship Management
- High School Diploma
- Military Background
- Written Communication
- Business Development
- Math
- Customer Relations
- Negotiation
- Investigation
- Reporting
- Telephone Skills
- Flexibility
- Coaching
- Regulations
- Policy Development
- Sales
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
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