Personal Banker Jobs in Vineburg, CA
- Kaiser Permanente
- Richmond, CA (21 miles from Vineburg, CA)
- 13 hours ago
- Richmond, CA (21 miles from Vineburg, CA)
- 13 hours 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...
In PersonSr. Associate Financial Advisor
- First Technology Federal Credit Union
- Santa Rosa, CA (22 miles from Vineburg, CA)
- 5 days ago
- Santa Rosa, CA (22 miles from Vineburg, CA)
- 5 days ago
The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting and growing an existing book of business under the guidance of an established...
In PersonFinancial Advisor - Sonoma, CA - Market 31, Region 48
- Edward Jones
- Sonoma, CA (2 miles from Vineburg, CA)
- 5 days ago
- Sonoma, CA (2 miles from Vineburg, CA)
- 5 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 PersonFinancial Advisor Financial Advisor
- Edward Jones
- Sonoma, CA (2 miles from Vineburg, CA)
- 27 days ago
- Sonoma, CA (2 miles from Vineburg, CA)
- 27 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 (19 miles from Vineburg, CA)
- 27 days ago
- Saint Helena, CA (19 miles from Vineburg, CA)
- 27 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- Tri Counties Bank
- Santa Rosa, CA (22 miles from Vineburg, CA)
- 30+ days ago
- Santa Rosa, CA (22 miles from Vineburg, CA)
- 30+ days ago
Ensure 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 PersonFinancial Advisor - Experienced Professionals
- First Command Financial Services, Inc.
- Fairfield, CA (22 miles from Vineburg, CA)
- 45+ days ago
- Fairfield, CA (22 miles from Vineburg, CA)
- 45+ days ago
Join the mission. Coach those who serve. At First Command, we've been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to...
In PersonPrivate Client Banker - Greenbrae Branch - Greenbrae, CA
- JP Morgan
- Greenbrae, CA (22 miles from Vineburg, CA)
- 60+ days ago
- Greenbrae, CA (22 miles from Vineburg, CA)
- 60+ 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- Mechanics Bank
- Sonoma, CA (2 miles from Vineburg, CA)
- 90+ days ago
- Sonoma, CA (2 miles from Vineburg, CA)
- 90+ 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 (22 miles from Vineburg, CA)
- 90+ days ago
- Santa Rosa, CA (22 miles from Vineburg, 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 PersonPersonal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Vineburg, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Vineburg, 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
- Commercial Banking
- Financial Accounting Standards
- Asset Allocation
- Mutual Funds
- Wealth Management
- Consumer Lending
- Estate Planning
- Nationwide Mortgage Licensing System & Registry
- Retail Banking
- BSA
- Securities and Exchange Commission
- Cross Selling
- Lending
- Investment Management
- Financial Planning
- Client Relationships
- Fraud Investigation
- Financial Services
- Mortgage Processing
- Prospecting
- Acquisitions
- Customer Satisfaction
- Notary Public
- Strategy Development
- Referrals
- Risk Management
- Retail
- Networking
- Relationship Management
- High School Diploma
- Written Communication
- Customer Relations
- Business Development
- Military Background
- Reporting
- Telephone Skills
- Coaching
- Policy Development
- Flexibility
- Regulations
- Sales
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
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