Personal Banker Jobs in Concord, CA
Personal Banker SAFE Act - Pleasant Hill - Downtown Branch
- Pleasant Hill, CA (3 miles from Concord, CA)
- 20 hours ago
- Pleasant Hill, CA (3 miles from Concord, CA)
- 20 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....
- Walnut Creek, CA (6 miles from Concord, CA)
- 21 hours ago
- Walnut Creek, CA (6 miles from Concord, CA)
- 21 hours ago
Application Deadline: 04/10/2025 Address: 4949 Meadows Rd. Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members...
- Belvedere, CA (24 miles from Concord, CA)
- 22 hours ago
- Belvedere, CA (24 miles from Concord, CA)
- 22 hours 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....
- Walnut Creek, CA (6 miles from Concord, CA)
- 1 day ago
- Walnut Creek, CA (6 miles from Concord, CA)
- 1 day ago
Who you are: Minimum three to five years experience as a Personal Banker or equivalent experience in a fast paced, ever changing environment....
Personal Banker (Member Solutions Specialist)
- San Francisco, CA (24 miles from Concord, CA)
- 2 days ago
- San Francisco, CA (24 miles from Concord, CA)
- 2 days ago
Serve as a subject matter expert in our products and services offerings, new accounts, and consumer lending processes....
Personal Banker SAFE Act - B10 - ALAMEDA
- Alameda, CA (18 miles from Concord, CA)
- 2 days ago
- Alameda, CA (18 miles from Concord, 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....
Financial Advisor - Paid Training Provided
- Fairfield, CA (22 miles from Concord, CA)
- 4 days ago
- Fairfield, CA (22 miles from Concord, CA)
- 4 days ago
Job 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 achieve their...
Financial Advisor (Career Changers Encouraged, Training & Mentorship Provided)
- Alameda, CA (18 miles from Concord, CA)
- 4 days ago
- Alameda, CA (18 miles from Concord, CA)
- 4 days ago
Must be in San Francisco Bay Area At Northwestern Mutual, Build a Business for Yourself, but Not by Yourself. Northwestern Mutual was named one of the World's Most Admired Companies in our...
- Walnut Creek, CA (6 miles from Concord, CA)
- 4 days ago
- Walnut Creek, CA (6 miles from Concord, CA)
- 4 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...
Roving Personal Banker - Greater Floresville
- Pleasanton, CA (23 miles from Concord, CA)
- 6 days ago
- Pleasanton, CA (23 miles from Concord, CA)
- 6 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, Small & Business Banking division....
Personal Banker SAFE Act - Castro Valley Branch
- Castro Valley, CA (15 miles from Concord, CA)
- 8 days ago
- Castro Valley, CA (15 miles from Concord, CA)
- 8 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....
Personal Banker SAFE Act Sunset Noriega Branch
- San Francisco, CA (24 miles from Concord, CA)
- 12 days ago
- San Francisco, CA (24 miles from Concord, CA)
- 12 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....
- Walnut Creek, CA (6 miles from Concord, CA)
- 15 days ago
- Walnut Creek, CA (6 miles from Concord, CA)
- 15 days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing...
Personal Banker SAFE Act- Castro Branch- San Francisco
- San Francisco, CA (24 miles from Concord, CA)
- 16 days ago
- San Francisco, CA (24 miles from Concord, CA)
- 16 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....
As a Personal Banker in a Universal Branch, you will strengthen customer relationships with a defined sales process....
Demographic Data for Concord, CA
Moving to Concord, CA? Find some basic demographic data about Concord, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Concord, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Concord, 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
- Wealth Management
- BSA
- Nationwide Mortgage Licensing System & Registry
- Cross Selling
- Securities and Exchange Commission
- Investment Banking
- Client Relationships
- Lending
- Investment Management
- Mortgage Processing
- Financial Planning
- Financial Services
- Fraud Investigation
- Compensation and Benefits
- Business Planning
- Notary Public
- Customer Satisfaction
- Cash Handling
- Relationship Management
- Referrals
- Inbound/Outbound Calling
- Risk Management
- Customer Relations
- High School Diploma
- Retail
- Military Background
- Listening
- Written Communication
- Negotiation
- Telephone Skills
- Flexibility
- Coaching
- Reporting
- Sales
- Employee Development
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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