Personal Banker Jobs in Santa Rosa, CA
- Redwood Credit Union
- Sebastopol, CA (6 miles from Santa Rosa, CA)
- 15 days ago
- Sebastopol, CA (6 miles from Santa Rosa, CA)
- 15 days ago
Redwood Credit Union is looking for an Associate Financial Advisor who will be responsible for providing investment, retirement, annuity, advisory and educational investment planning, and advice...
In Person- Umpqua Bank Corp
- Petaluma, CA (16 miles from Santa Rosa, CA)
- 16 days ago
- Petaluma, CA (16 miles from Santa Rosa, CA)
- 16 days ago
Also responsible for uncovering and originating consumer lending opportunities....
In PersonFinancial Advisor Financial Advisor
- Edward Jones
- Sonoma, CA (22 miles from Santa Rosa, CA)
- 17 days ago
- Sonoma, CA (22 miles from Santa Rosa, CA)
- 17 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 PersonBilingual Personal Banker St Helena
- Wells Fargo
- Saint Helena, CA (21 miles from Santa Rosa, CA)
- 17 days ago
- Saint Helena, CA (21 miles from Santa Rosa, 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....
In Person- Edward Jones
- Sonoma, CA (22 miles from Santa Rosa, CA)
- 22 days ago
- Sonoma, CA (22 miles from Santa Rosa, CA)
- 22 days ago
This job posting is anticipated to remain open for 30 days, from 14-Nov-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
In PersonEnsure that all customer transactions, ranging from check cashing to cash depositing to loan payments to counting currency and coin, are handled accurately and timely according to guidelines....
In Person- Mechanics Bank
- Sonoma, CA (22 miles from Santa Rosa, CA)
- 60+ days ago
- Sonoma, CA (22 miles from Santa Rosa, CA)
- 60+ days ago
Identifies opportunities and sells a full suite of Retail Banking deposit and lending products to consumers and small businesses....
In PersonFinancial Advisor - Greater San Francisco Bay Area
- Thrivent Financial for Lutherans
- Santa Rosa, CA
- 90+ days ago
- Santa Rosa, CA
- 90+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
In PersonDemographic Data for Santa Rosa, CA
Moving to Santa Rosa, CA? Find some basic demographic data about Santa Rosa, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Santa Rosa, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Santa Rosa, 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
- Retail Banking
- BSA
- Nationwide Mortgage Licensing System & Registry
- 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
- Referrals
- Networking
- Retail
- Risk Management
- Inbound/Outbound Calling
- 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