Personal Banker Jobs in San Mateo, CA
Financial Advisor - Career Change Opportunity
- Alameda, CA (13 miles from San Mateo, CA)
- 3 days ago
- Alameda, CA (13 miles from San Mateo, CA)
- 3 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 27-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Advisor - Certification Provided
- Castro Valley, CA (16 miles from San Mateo, CA)
- 4 days ago
- Castro Valley, CA (16 miles from San Mateo, CA)
- 4 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 27-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Union City, CA (15 miles from San Mateo, CA)
- 6 hours ago
- Union City, CA (15 miles from San Mateo, CA)
- 6 hours ago
Fremont Bank has animmediate opening for a Personal Banker in Alvarado, CA....
Financial Advisor - Paid Training Provided
- Alameda, CA (13 miles from San Mateo, CA)
- 7 hours ago
- Alameda, CA (13 miles from San Mateo, CA)
- 7 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 15-Feb-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Fremont, CA (18 miles from San Mateo, CA)
- 1 day ago
- Fremont, CA (18 miles from San Mateo, CA)
- 1 day 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 Tri Valley District - Danville
- Dublin, CA (24 miles from San Mateo, CA)
- 2 days ago
- Dublin, CA (24 miles from San Mateo, CA)
- 2 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 San Francisco Federal Credit Union
- San Francisco, CA (15 miles from San Mateo, CA)
- 2 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 2 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...
Personal Banker SAFE Act- South Mary Sunnyvale Branch
- Sunnyvale, CA (20 miles from San Mateo, CA)
- 2 days ago
- Sunnyvale, CA (20 miles from San Mateo, CA)
- 2 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....
Financial Advisor - Wealth Management
- San Francisco, CA (15 miles from San Mateo, CA)
- 3 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 3 days ago
Who Are We? With an A health rating and solid year-over-year growth, San Francisco Federal Credit Unions (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches...
Merrill Market Client Relationship Manager
- Walnut Creek, CA (24 miles from San Mateo, CA)
- 3 days ago
- Walnut Creek, CA (24 miles from San Mateo, CA)
- 3 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....
- Alameda, CA (13 miles from San Mateo, CA)
- 3 days ago
- Alameda, CA (13 miles from San Mateo, CA)
- 3 days ago
This job posting is anticipated to remain open for 30 days, from 27-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- San Francisco, CA (15 miles from San Mateo, CA)
- 4 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 4 days ago
Location: San Francisco, US-CA Rate: Not Specified Type: Permanent Client Relationship Manager Title: Client Relationship Manager Department: Client Services Bargaining Unit: NBU Grade: N/A FLSA:...
Financial Advisor (Career Changers Encouraged, Training & Mentorship Provided)
- Fremont, CA (18 miles from San Mateo, CA)
- 5 days ago
- Fremont, CA (18 miles from San Mateo, CA)
- 5 days ago
Management Company (NMWMC) (Investment Advisory Services), a federal savings bank....
- Hayward, CA (14 miles from San Mateo, CA)
- 6 days ago
- Hayward, CA (14 miles from San Mateo, CA)
- 6 days ago
At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities....
Merrill Experienced Financial Advisor
- San Francisco, CA (15 miles from San Mateo, CA)
- 6 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 6 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....
Demographic Data for San Mateo, CA
Moving to San Mateo, CA? Find some basic demographic data about San Mateo, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in San Mateo, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in San Mateo, 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
- Inbound/Outbound Calling
- Referrals
- Risk Management
- Relationship Management
- Customer Relations
- High School Diploma
- Retail
- Military Background
- Written Communication
- Listening
- Business Development
- Telephone Skills
- Coaching
- Flexibility
- Employee Development
- Reporting
- Regulations
- Sales
- Problem Solving
- Policy Development
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills