Personal Banker Remote & Hybrid Only Jobs in California
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...
About the Role We are seeking a seasoned Client Relationship Manager (CRM) to join our communications, media, and technology (CMT) team supporting a key high tech client. In this role, you support...
Sr. Client Relationship Manager (Hybrid)
- El Dorado Hills, CA
- 22 days ago
- El Dorado Hills, CA
- 22 days ago
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come...
CLIENT RELATIONSHIP MANAGER - ISV & Hi-Tech Location: Sunnyvale, CA (Onsite / Hybrid) Level: Associate Director About the Role We are seeking a seasoned Client Relationship Manager to join our...
Abacus is a progressive financial planning firm devoted to helping people expand what's possible with money. We treat our team members with the same care and respect we give our clients - which is...
Client Relationship Manager - High Tech Austin
- Sunnyvale, CA
- 45+ days ago
- Sunnyvale, CA
- 45+ days ago
About the Role We are seeking a seasoned Client Relationship Manager (CRM) to join our communications, media, and technology (CMT) team supporting a key high tech client based in Austin. In this...
Please use Firefox or Chrome internet browser to complete this application Current Wescom Employees: Please visit the Career Center in Workday to search and apply for a current job opening. We...
New Financial Advisor Lafayette, California, United States Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement...
Demographic 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
- Account Opening
- Dodd-Frank
- Asset Allocation
- Commercial Banking
- Mutual Funds
- Retail Banking
- Account Maintenance
- Nationwide Mortgage Licensing System & Registry
- Consumer Lending
- BSA
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Financial Services
- Financial Planning
- Fraud Investigation
- Consultative Sales
- Customer Satisfaction
- Notary Public
- Cash Handling
- Referrals
- Risk Management
- Inbound/Outbound Calling
- Relationship Management
- Retail
- High School Diploma
- Written Communication
- Business Development
- Military Background
- Customer Relations
- Math
- Negotiation
- Coaching
- Reporting
- Telephone Skills
- Investigation
- Flexibility
- Policy Development
- Problem Solving
- Regulations
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills