Personal Banker Jobs in California
Financial Advisor - Walnut Creek, CA - Market 31, Region 151 Walnut Creek, CA, USA
- Edward Jones
- Walnut Creek, CA
- 4 hours ago
- Walnut Creek, CA
- 4 hours ago
Financial Advisor - Walnut Creek, CA - Market 31, Region 151
In PersonPersonal Banker SAFE Act, Little Tokyo (Los Angeles) Branch, Officer
- Citigroup
- Los Angeles, CA
- 8 hours ago
- Los Angeles, CA
- 8 hours 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....
In Person- Wealth Enhancement Group Acquisition
- Los Angeles, CA
- 10 hours ago
- Los Angeles, CA
- 10 hours ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of...
In PersonPersonal Banker I - Huntington Beach
- Fifth Third Bank
- Newport Beach, CA
- 10 hours ago
- Newport Beach, CA
- 10 hours ago
GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers...
In PersonIdentifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments)....
In PersonRoving Personal Banker East Bay Ridge District
- Wells Fargo
- Oakland, CA
- 22 hours ago
- Oakland, CA
- 22 hours ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer Banking and Lending division....
In PersonAs a personal banker, you will: Build rapport with clients, understand their needs, and provide solutions....
In PersonPersonal Banker or Senior Banker - Chico Esplanade
- Tri Counties Bank
- Chico, CA
- 1 day ago
- Chico, CA
- 1 day 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 Location: Torrance, CA (On-site) Type: Full-Time Job Overview: We are seeking an experienced Financial Advisor to manage and grow an existing book of business, no cold calling...
In PersonThis job posting is anticipated to remain open for 30 days, from 01-Apr-2026. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
In PersonPrivate Client Banker- Las Positas and First Branch- Livermore, CA
- JP Morgan
- Livermore, CA
- 1 day ago
- Livermore, CA
- 1 day ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
In PersonAbout this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer Banking and Lending division....
In Person- San Francisco Federal Credit Union
- San Francisco, CA
- 2 days ago
- San Francisco, CA
- 2 days ago
Who Are We? With an "A" health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches...
In PersonClient Relationship Manager - Oakland, CA
- Charles Schwab Corporation
- Oakland, CA
- 2 days ago
- Oakland, CA
- 2 days ago
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
In PersonRoving Personal Banker- North Coast District
- Wells Fargo
- Sebastopol, CA
- 2 days ago
- Sebastopol, CA
- 2 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer Banking and Lending division....
In PersonDemographic Data for California
Moving to California? Find some basic demographic data about California below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in California
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in California 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
- Asset Allocation
- Nationwide Mortgage Licensing System & Registry
- Consumer Lending
- Annuities
- Mutual Funds
- Retail Banking
- Know Your Customer
- Securities and Exchange Commission
- Wealth Management
- Investment Banking
- Cross Selling
- Client Relationships
- Investment Management
- Lending
- Financial Planning
- Mortgage Processing
- Fraud Investigation
- Compensation and Benefits
- Prospecting
- Financial Services
- Acquisitions
- Customer Satisfaction
- Cash Handling
- Notary Public
- Referrals
- Risk Management
- Relationship Management
- Retail
- High School Diploma
- Written Communication
- Networking
- Customer Relations
- Military Background
- Listening
- Business Development
- Reporting
- Policy Development
- Coaching
- Flexibility
- Sales
- Regulations
- Problem Solving
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
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