Personal Banker Jobs in Larkspur, CA
Financial Advisor - Career Change Opportunity
- Alameda, CA (17 miles from Larkspur, CA)
- 11 hours ago
- Alameda, CA (17 miles from Larkspur, CA)
- 11 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 15-Feb-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- San Rafael, CA (2 miles from Larkspur, CA)
- 1 day ago
- San Rafael, CA (2 miles from Larkspur, 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....
- Emeryville, CA (14 miles from Larkspur, CA)
- 3 days ago
- Emeryville, CA (14 miles from Larkspur, CA)
- 3 days ago
Edward Jones Financial Advisor in Emeryville , California Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...
- San Francisco, CA (12 miles from Larkspur, CA)
- 5 days ago
- San Francisco, CA (12 miles from Larkspur, CA)
- 5 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 Work- Sonoma, CA (21 miles from Larkspur, CA)
- 6 days ago
- Sonoma, CA (21 miles from Larkspur, CA)
- 6 days ago
Certified Financial Planner (CFP) designation required. 7+ years of professional experience in wealth management, financial services, and trust and estate planning from a wealth management firm (preferably...
Personal Banker SAFE Act Excelsior Branch
- San Francisco, CA (12 miles from Larkspur, CA)
- 6 days ago
- San Francisco, CA (12 miles from Larkspur, CA)
- 6 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 Senior in SF, CA
- San Francisco, CA (12 miles from Larkspur, CA)
- 7 days ago
- San Francisco, CA (12 miles from Larkspur, CA)
- 7 days ago
Team effectively with PBB colleagues to set strategies and provide wealth management services across the full product spectrum....
- San Francisco, CA (12 miles from Larkspur, CA)
- 7 days ago
- San Francisco, CA (12 miles from Larkspur, CA)
- 7 days ago
Team effectively with PBB colleagues to set strategies and provide wealth management services across the full product spectrum....
Personal Banker Moraga Piedmont Highland
- Lafayette, CA (23 miles from Larkspur, CA)
- 8 days ago
- Lafayette, CA (23 miles from Larkspur, CA)
- 8 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....
Client Relationship Manager III (Commercial Loan Officer III)
- San Francisco, CA (12 miles from Larkspur, CA)
- 11 days ago
- San Francisco, CA (12 miles from Larkspur, CA)
- 11 days ago
Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team...
Personal Banker SAFE Act -Sunset Noriega Branch
- San Francisco, CA (12 miles from Larkspur, CA)
- 30+ days ago
- San Francisco, CA (12 miles from Larkspur, CA)
- 30+ 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....
Merrill Experienced Financial Advisor
- San Francisco, CA (12 miles from Larkspur, CA)
- 90+ days ago
- San Francisco, CA (12 miles from Larkspur, CA)
- 90+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
- San Francisco, CA (12 miles from Larkspur, CA)
- 9 days ago
- San Francisco, CA (12 miles from Larkspur, 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....
Director, Client Relationship Manager
- San Francisco, CA (12 miles from Larkspur, CA)
- 10 days ago
- San Francisco, CA (12 miles from Larkspur, CA)
- 10 days ago
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial...
- Petaluma, CA (23 miles from Larkspur, CA)
- 12 days ago
- Petaluma, CA (23 miles from Larkspur, CA)
- 12 days ago
Also responsible for uncovering and originating consumer lending opportunities....
Demographic Data for Larkspur, CA
Moving to Larkspur, CA? Find some basic demographic data about Larkspur, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Larkspur, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Larkspur, 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
- BSA
- Nationwide Mortgage Licensing System & Registry
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Investment Banking
- Lending
- Client Relationships
- Investment Management
- Mortgage Processing
- Financial Planning
- Financial Services
- Compensation and Benefits
- Business Planning
- Notary Public
- Customer Satisfaction
- Referrals
- Networking
- General Office Duties
- Relationship Management
- Risk Management
- Retail
- Implementation
- Customer Relations
- High School Diploma
- Business Development
- Written Communication
- Military Background
- Flexibility
- Reporting
- Employee Development
- Sales
- Coaching
- Regulations
- Problem Solving
- Policy Development
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills