Personal Banker Jobs in Milpitas, CA
Financial Advisor - Paid Training Provided
- Redwood City, CA (23 miles from Milpitas, CA)
- 1 day ago
- Redwood City, CA (23 miles from Milpitas, CA)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 21-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Private Client Banker - Big Basin and Saratoga Los Gatos - Saratoga, CA
- Saratoga, CA (17 miles from Milpitas, CA)
- 1 hour ago
- Saratoga, CA (17 miles from Milpitas, CA)
- 1 hour ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
- Redwood City, CA (23 miles from Milpitas, CA)
- 5 hours ago
- Redwood City, CA (23 miles from Milpitas, CA)
- 5 hours ago
This job posting is anticipated to remain open for 30 days, from 21-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
JPMorgan Private Client Relationship Manager - San Francisco / Palo Alto, CA
- Palo Alto, CA (18 miles from Milpitas, CA)
- 13 days ago
- Palo Alto, CA (18 miles from Milpitas, CA)
- 13 days ago
JobID: 210624967 Category: Relationship Manager JobSchedule: Full time Posted Date: 2025-05-09T18:52:13+00:00 JobShift: Base Pay/Salary: San Francisco,CA $150,000.00 - $150,000.00 Palo Alto,CA...
Personal Banker Tri Valley District - Danville
- Pleasanton, CA (15 miles from Milpitas, CA)
- 19 days ago
- Pleasanton, CA (15 miles from Milpitas, CA)
- 19 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....
- Cupertino, CA (17 miles from Milpitas, CA)
- 21 days ago
- Cupertino, CA (17 miles from Milpitas, CA)
- 21 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Personal Banker SAFE Act - San Lorenzo Branch
- San Lorenzo, CA (24 miles from Milpitas, CA)
- 21 days ago
- San Lorenzo, CA (24 miles from Milpitas, CA)
- 21 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....
Private Client Relationship Manager - San Francisco, CA
- Palo Alto, CA (18 miles from Milpitas, CA)
- 27 days ago
- Palo Alto, CA (18 miles from Milpitas, CA)
- 27 days ago
JobID: 210613581 Category: Relationship Manager JobSchedule: Full time Posted Date: 2025-04-28T17:05:03+00:00 JobShift: Base Pay/Salary: San Francisco,CA $150,000.00 - $150,000.00 Palo Alto,CA...
- San Jose, CA (6 miles from Milpitas, CA)
- 30+ days ago
- San Jose, CA (6 miles from Milpitas, CA)
- 30+ days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Louisville, KY at the Hillview Branch....
Technology - Client Relationship Manager - Bay Area
- Sunnyvale, CA (11 miles from Milpitas, CA)
- 30+ days ago
- Sunnyvale, CA (11 miles from Milpitas, CA)
- 30+ days ago
Technology - Client Relationship Manager Location: Sunnyvale, CA Bay area (must live or be willing to relocate) Level: Associate Director About Cognizant Cognizant (Nasdaq-100: CTSH) is one of the...
Financial Advisor - Team Sponsored Launch- San Francisco Peninsula Group- Redwood City, CA
- Redwood City, CA (23 miles from Milpitas, CA)
- 45+ days ago
- Redwood City, CA (23 miles from Milpitas, CA)
- 45+ 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 SAFE Act- Westgate West Branch- San Jose
- San Jose, CA (6 miles from Milpitas, CA)
- 60+ days ago
- San Jose, CA (6 miles from Milpitas, CA)
- 60+ 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....
- Fremont, CA (13 miles from Milpitas, CA)
- 60+ days ago
- Fremont, CA (13 miles from Milpitas, CA)
- 60+ days ago
Voted a Top Workplace for 2024 and for the past fourteen consecutive years, Fremont Bank has an immediate opening for a Personal Banker in Fremont, CA....
- Fremont, CA (13 miles from Milpitas, CA)
- 60+ days ago
- Fremont, CA (13 miles from Milpitas, CA)
- 60+ days ago
As a Personal Banker in a Universal Branch, you will strengthen customer relationships with a defined sales process....
Personal Banker Safe Act- San Jose Area (Bilingual Preferred: Mandarin or Cantonese)
- San Jose, CA (6 miles from Milpitas, CA)
- 90+ days ago
- San Jose, CA (6 miles from Milpitas, CA)
- 90+ 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....
Demographic Data for Milpitas, CA
Moving to Milpitas, CA? Find some basic demographic data about Milpitas, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Milpitas, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Milpitas, 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
- Account Opening
- Asset Allocation
- BSA
- Commercial Banking
- Nationwide Mortgage Licensing System & Registry
- Private Banking
- Mutual Funds
- Treasury
- Retail Banking
- Consumer Lending
- Account Maintenance
- Annuities
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Lending
- Mortgage Processing
- Client Relationships
- Financial Services
- Financial Planning
- Fraud Investigation
- Compensation and Benefits
- Notary Public
- Customer Satisfaction
- Cash Handling
- Inbound/Outbound Calling
- Relationship Management
- Referrals
- Risk Management
- Customer Relations
- Retail
- High School Diploma
- Military Background
- Written Communication
- Business Development
- Listening
- Negotiation
- Investigation
- Telephone Skills
- Flexibility
- Coaching
- Employee Development
- Reporting
- Regulations
- Sales
- Problem Solving
- Policy Development
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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