Personal Banker Jobs in Burlingame, CA
Personal Banker Silicon Central
- Fremont, CA (21 miles from Burlingame, CA)
- 1 day ago
- Fremont, CA (21 miles from Burlingame, CA)
- 1 day 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....
Personal Banker SAFE Act - San Lorenzo Branch
- San Lorenzo, CA (14 miles from Burlingame, CA)
- 1 day ago
- San Lorenzo, CA (14 miles from Burlingame, CA)
- 1 day 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....
Spanish Bilingual Associate Personal Banker Palo Alto
- Palo Alto, CA (14 miles from Burlingame, CA)
- 1 day ago
- Palo Alto, CA (14 miles from Burlingame, CA)
- 1 day 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....
Personal Banker SAFE Act - B10 - SAN LORENZO
- San Lorenzo, CA (14 miles from Burlingame, CA)
- 2 days ago
- San Lorenzo, CA (14 miles from Burlingame, CA)
- 2 days 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....
Client Relationship Manager - Cupertino, CA
- Cupertino, CA (24 miles from Burlingame, CA)
- 2 days ago
- Cupertino, CA (24 miles from Burlingame, 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...
Financial Advisor - Career Change Opportunity
- Pacifica, CA (6 miles from Burlingame, CA)
- 5 days ago
- Pacifica, CA (6 miles from Burlingame, CA)
- 5 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 11-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Pacifica, CA (6 miles from Burlingame, CA)
- 6 days ago
- Pacifica, CA (6 miles from Burlingame, CA)
- 6 days ago
This job posting is anticipated to remain open for 30 days, from 11-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Technology - Client Relationship Manager - Bay Area
- Sunnyvale, CA (22 miles from Burlingame, CA)
- 8 days ago
- Sunnyvale, CA (22 miles from Burlingame, CA)
- 8 days ago
Technology - Client Relationship Manager Location: Sunnyvale, CA or Bay area (must live or be willing to relocate) Level: Associate Director About Cognizant Cognizant (Nasdaq-100: CTSH) is one of...
Associate Personal Banker Golden Gate Financial District
- San Francisco, CA (14 miles from Burlingame, CA)
- 9 days ago
- San Francisco, CA (14 miles from Burlingame, CA)
- 9 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....
Financial Advisor - Team Sponsored Launch- San Francisco Peninsula Group- Redwood City, CA
- Redwood City, CA (10 miles from Burlingame, CA)
- 11 days ago
- Redwood City, CA (10 miles from Burlingame, CA)
- 11 days ago
Organization/Business Overview: San Francisco Peninsula Group, an established financial services practice for Thrivent located in both San Francisco, CA and Redwood City, CA, is looking to grow...
Personal Banker (Member Solutions Specialist)
- Fremont, CA (21 miles from Burlingame, CA)
- 13 days ago
- Fremont, CA (21 miles from Burlingame, CA)
- 13 days ago
Serve as a subject matter expert in our products and services offerings, new accounts, and consumer lending processes....
Financial Advisor - Team Sponsored Launch- San Francisco Peninsula Group
- San Francisco, CA (14 miles from Burlingame, CA)
- 14 days ago
- San Francisco, CA (14 miles from Burlingame, CA)
- 14 days ago
Organization/Business Overview: San Francisco Peninsula Group, an established financial services practice for Thrivent located in both San Francisco, CA and Redwood City, CA, is looking to grow...
- San Francisco, CA (14 miles from Burlingame, CA)
- 14 days ago
- San Francisco, CA (14 miles from Burlingame, CA)
- 14 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....
- San Leandro, CA (15 miles from Burlingame, CA)
- 18 days ago
- San Leandro, CA (15 miles from Burlingame, CA)
- 18 days ago
Financial Services Advisor Job Category: Financial Services Requisition Number: FINAN007567 Posting Details Posted: March 27, 2025 Full-Time On-site Locations San Leandro, CA 94578, USA Job...
- San Francisco, CA (14 miles from Burlingame, CA)
- 20 days ago
- San Francisco, CA (14 miles from Burlingame, CA)
- 20 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...
Remote WorkDemographic Data for Burlingame, CA
Moving to Burlingame, CA? Find some basic demographic data about Burlingame, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Burlingame, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Burlingame, 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
- Asset Allocation
- Annuities
- Commercial Banking
- Private Banking
- Mutual Funds
- Retail Banking
- Consumer Lending
- Mortgage Lending
- BSA
- Nationwide Mortgage Licensing System & Registry
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Client Relationships
- Lending
- Mortgage Processing
- Financial Planning
- Financial Services
- Fraud Investigation
- Compensation and Benefits
- Business Planning
- Customer Satisfaction
- Notary Public
- Cash Handling
- Referrals
- Networking
- Relationship Management
- Risk Management
- General Office Duties
- Inbound/Outbound Calling
- Retail
- Customer Relations
- Written Communication
- High School Diploma
- Business Development
- Military Background
- Listening
- Telephone Skills
- Reporting
- Flexibility
- Employee Development
- Coaching
- Sales
- Regulations
- Problem Solving
- Policy Development
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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