Personal Banker Jobs in San Rafael, CA
- Edward Jones
- Alameda, CA (18 miles from San Rafael, CA)
- moments ago
- Alameda, CA (18 miles from San Rafael, CA)
- moments ago
Job Overview 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. If you find yourself at a professional...
In Person- Insight Global
- San Francisco, CA (14 miles from San Rafael, CA)
- 2 days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 2 days ago
A client of Insight Global is seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing a practice while providing a very...
In Person- Moss Adams LLP
- San Francisco, CA (14 miles from San Rafael, CA)
- 3 days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 3 days ago
At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who careabout you, about our clients, and about our communities. Here, youll work towards our...
In Person- Moss Adams LLP
- San Francisco, CA (14 miles from San Rafael, CA)
- 3 days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 3 days ago
At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who careabout you, about our clients, and about our communities. Here, youll work towards our...
In Person- Ameriprise
- San Francisco, CA (14 miles from San Rafael, CA)
- 7 days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 7 days ago
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing...
In Person- JPMorgan Chase
- San Francisco, CA (14 miles from San Rafael, CA)
- 8 days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 8 days ago
Private Client Banker - Financial District - San Francisco, CA JPMorgan Chase 3.3 ( ) San Francisco, CA Why you should apply for a job to JPMorgan Chase : Ranked as one of the 61% say women are...
In PersonAssociate Personal Banker Greater San Francisco District
- B10 Wells Fargo Bank, N. A.
- Richmond, CA (6 miles from San Rafael, CA)
- 11 days ago
- Richmond, CA (6 miles from San Rafael, CA)
- 11 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....
In Person- Accenture
- Walnut Creek, CA (24 miles from San Rafael, CA)
- 12 days ago
- Walnut Creek, CA (24 miles from San Rafael, CA)
- 12 days ago
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 technology....
In Person- Umpqua Bank Corp
- Petaluma, CA (22 miles from San Rafael, CA)
- 17 days ago
- Petaluma, CA (22 miles from San Rafael, CA)
- 17 days ago
Also responsible for uncovering and originating consumer lending opportunities....
In Person- JPMorgan Chase
- San Francisco, CA (14 miles from San Rafael, CA)
- 18 days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 18 days ago
Private Client Banker - Golden Gate Market - San Francisco, CA JPMorgan Chase 3.3 ( ) San Francisco, CA Why you should apply for a job to JPMorgan Chase : Ranked as one of the 61% say women are...
In PersonFinancial Advisor Financial Advisor
- Edward Jones
- Sonoma, CA (19 miles from San Rafael, CA)
- 18 days ago
- Sonoma, CA (19 miles from San Rafael, CA)
- 18 days ago
Financial Advisor Edward Jones 3.8 ( ) Sonoma, CA 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 diversity...
In PersonAssociate Personal Banker Greater San Francisco District
- Wells Fargo
- San Francisco, CA (14 miles from San Rafael, CA)
- 18 days ago
- San Francisco, CA (14 miles from San Rafael, 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....
In Person- Mechanics Bank
- Kensington, CA (12 miles from San Rafael, CA)
- 19 days ago
- Kensington, CA (12 miles from San Rafael, CA)
- 19 days ago
Identifies opportunities and sells a full suite of Retail Banking deposit and lending products to consumers and small businesses....
In PersonPrivate Client Banker - Golden Gate Market - San Francisco, CA
- JP Morgan
- San Francisco, CA (14 miles from San Rafael, CA)
- 25 days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 25 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 PersonPersonal Banker (Member Solutions Specialist)
- Patelco Credit Union
- Daly City, CA (20 miles from San Rafael, CA)
- 28 days ago
- Daly City, CA (20 miles from San Rafael, CA)
- 28 days ago
Serve as a subject matter expert in our products and services offerings, new accounts, and consumer lending processes....
In PersonDemographic Data for San Rafael, CA
Moving to San Rafael, CA? Find some basic demographic data about San Rafael, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in San Rafael, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in San Rafael, 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
- Commercial Banking
- Private Banking
- Asset Allocation
- Mutual Funds
- Wealth Management
- Account Maintenance
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Retail Banking
- BSA
- Investment Banking
- Cross Selling
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Fraud Investigation
- Financial Services
- Mortgage Processing
- Prospecting
- Acquisitions
- Customer Satisfaction
- Cash Handling
- Notary Public
- Strategy Development
- Referrals
- Networking
- Retail
- Risk Management
- Relationship Management
- High School Diploma
- Business Development
- Customer Relations
- Written Communication
- Military Background
- Telephone Skills
- Coaching
- Reporting
- Flexibility
- Policy Development
- Sales
- Regulations
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills