Personal Banker Remote & Hybrid Only Jobs in California
Client Relationship Manager (hybrid)
- Broadridge
- El Dorado Hills, CA
- 1 day ago
- El Dorado Hills, CA
- 1 day 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...
HybridFinancial Advisor - Santa Clara County
- The Variable Annuity Life Insurance Company
- Los Angeles, CA
- 6 days ago
- Los Angeles, CA
- 6 days ago
Return to selected search result Financial Advisor - Santa Clara County Apply locations Remote-CA time type Full time posted on Posted 2 Days Ago job requisition id JR2501774 Who We Are At...
RemotePrivate Client Relationship Manager, Insurance
- Edgewood Partners Insurance Center
- San Mateo, CA
- 9 days ago
- San Mateo, CA
- 9 days ago
LOCATION: Hybrid, San Mateo, CA Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled...
HybridHybrid Personal Banker - Walnut Creek, CA in Walnut Creek
- Energy Jobline ZR
- Walnut Creek, CA
- 16 days ago
- Walnut Creek, CA
- 16 days ago
Process, manage and decision consumer loan applications per consumer lending policies and underwriting guidelines. Process and manage credit and debit cards....
Hybrid- Zenith American Solutions
- San Francisco, CA
- 28 days ago
- San Francisco, CA
- 28 days ago
Title: Client Relationship Manager Department: Client Services Bargaining Unit: NBU Grade: N/A FLSA: Exempt Hours per week: 40 Position Summary The Client Relationship Manager supports the...
RemoteJob Details Job Location: Torrance CA - Torrance, CA Salary Range: $90000.00 - $120000.00 Salary Job Category: Client Service Description EP Wealth Advisors (EPWA) is a wealth management advisory...
Hybrid- City National Bank
- West Hollywood, CA
- 45+ days ago
- West Hollywood, CA
- 45+ days ago
FINANCIAL ADVISOR SENIOR WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business...
RemoteClient Relationship Manager IIIAbout VituAt Vitu, our engaged workforce is the key to our success. We are committed to creating a positive, inclusive, and motivating environment where employees...
Hybrid- Wealth Enhancement Group Acquisition
- San Francisco, CA
- 60+ days ago
- San Francisco, CA
- 60+ days 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...
HybridFinancial Advisor (West Covina, CA)
- Wescom Credit Union
- West Covina, CA
- 90+ days ago
- West Covina, CA
- 90+ days ago
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...
HybridDemographic 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
- Mutual Funds
- Account Maintenance
- Nationwide Mortgage Licensing System & Registry
- Retail Banking
- Consumer Lending
- BSA
- Annuities
- Wealth Management
- Investment Banking
- Cross Selling
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Fraud Investigation
- Financial Services
- Mortgage Processing
- Customer Support
- Complaint Resolution
- Customer Satisfaction
- Cash Handling
- Notary Public
- Referrals
- Closing
- Retail
- Risk Management
- Inbound/Outbound Calling
- Relationship Management
- High School Diploma
- Friendliness
- Written Communication
- Military Background
- Customer Relations
- Negotiation
- Telephone Skills
- Coaching
- Investigation
- 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