Personal Banker Jobs in Mountain View, CA
Personal Banker Mission 880 district
- Hayward, CA (17 miles from Mountain View, CA)
- 1 day ago
- Hayward, CA (17 miles from Mountain View, 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....
Financial Advisor Half Moon Bay, CA Market 31, Region 067
- Half Moon Bay, CA (20 miles from Mountain View, CA)
- 2 days ago
- Half Moon Bay, CA (20 miles from Mountain View, CA)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 28-Mar-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Santa Clara, CA (7 miles from Mountain View, CA)
- 2 days ago
- Santa Clara, CA (7 miles from Mountain View, CA)
- 2 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...
- Campbell, CA (10 miles from Mountain View, CA)
- 3 days ago
- Campbell, CA (10 miles from Mountain View, CA)
- 3 days ago
Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team...
- Palo Alto, CA (5 miles from Mountain View, CA)
- 4 days ago
- Palo Alto, CA (5 miles from Mountain View, CA)
- 4 days ago
Responsibilities Include: -Gather financial planning data and assist in plan production for acquired clients. -Conduct client meetings (reviews and deliverables) with all clients to generate NB...
High Net-worth Financial Advisor (San Francisco)
- Santa Clara, CA (7 miles from Mountain View, CA)
- 4 days ago
- Santa Clara, CA (7 miles from Mountain View, CA)
- 4 days ago
Prestigious Platform : Work with a globally respected wealth management institution known for its excellence in serving high-net-worth clients....
- Santa Clara, CA (7 miles from Mountain View, CA)
- 4 days ago
- Santa Clara, CA (7 miles from Mountain View, CA)
- 4 days ago
Brio Financial Group (BrioFG.com) Want to work in a fun and friendly office with a supportive, collaborative team? Are you someone who always puts clients' interests first, believes in fiduciary...
- Redwood City, CA (10 miles from Mountain View, CA)
- 6 days ago
- Redwood City, CA (10 miles from Mountain View, CA)
- 6 days ago
If youre looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial...
Technology - Client Relationship Manager
- Sunnyvale, CA (2 miles from Mountain View, CA)
- 30+ days ago
- Sunnyvale, CA (2 miles from Mountain View, CA)
- 30+ days ago
Technology - Client Relationship Manager Location: Sunnyvale, CA (must live or be willing to relocate) Level: Associate Director About Cognizant Cognizant (Nasdaq-100: CTSH) is one of the world's...
Merrill Experienced Financial Advisor
- San Jose, CA (10 miles from Mountain View, CA)
- 90+ days ago
- San Jose, CA (10 miles from Mountain View, 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....
Associate Roving Personal Banker Mid Peninsula District
- San Carlos, CA (13 miles from Mountain View, CA)
- 9 days ago
- San Carlos, CA (13 miles from Mountain View, CA)
- 9 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- Westgate West Branch- San Jose
- San Jose, CA (10 miles from Mountain View, CA)
- 9 days ago
- San Jose, CA (10 miles from Mountain View, CA)
- 9 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 (11 miles from Mountain View, CA)
- 10 days ago
- Fremont, CA (11 miles from Mountain View, CA)
- 10 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....
- Castro Valley, CA (23 miles from Mountain View, CA)
- 11 days ago
- Castro Valley, CA (23 miles from Mountain View, CA)
- 11 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 Ramon, CA (24 miles from Mountain View, CA)
- 12 days ago
- San Ramon, CA (24 miles from Mountain View, CA)
- 12 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....
Demographic Data for Mountain View, CA
Moving to Mountain View, CA? Find some basic demographic data about Mountain View, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Mountain View, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Mountain View, 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
- Commercial Banking
- Annuities
- 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
- Fraud Investigation
- Compensation and Benefits
- Business Planning
- Notary Public
- Customer Satisfaction
- Media
- Referrals
- Networking
- General Office Duties
- Relationship Management
- Risk Management
- Implementation
- Customer Relations
- High School Diploma
- Business Development
- Retail
- Written Communication
- Military Background
- Flexibility
- Reporting
- Sales
- Coaching
- Employee Development
- Regulations
- Problem Solving
- Policy Development
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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