Personal Banker Jobs in Palo Alto, CA
Personal Banker SAFE Act -South San Francisco Branch
- South San Francisco, CA (21 miles from Palo Alto, CA)
- 9 hours ago
- South San Francisco, CA (21 miles from Palo Alto, CA)
- 9 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....
- Millbrae, CA (17 miles from Palo Alto, CA)
- 20 hours ago
- Millbrae, CA (17 miles from Palo Alto, CA)
- 20 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....
Personal Banker Roving Peninsula Gateway
- Los Altos, CA (5 miles from Palo Alto, CA)
- 20 hours ago
- Los Altos, CA (5 miles from Palo Alto, CA)
- 20 hours 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....
Financial Advisor (Career Changers Encouraged, Training & Mentorship Provided)
- Santa Clara, CA (12 miles from Palo Alto, CA)
- 1 day ago
- Santa Clara, CA (12 miles from Palo Alto, CA)
- 1 day 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...
Personal Banker SAFE Act - B10 - ALAMEDA
- Alameda, CA (23 miles from Palo Alto, CA)
- 2 days ago
- Alameda, CA (23 miles from Palo Alto, 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....
Private Client Banker - El Camino Real and Los Padres Branch - Santa Clara, CA
- Santa Clara, CA (12 miles from Palo Alto, CA)
- 2 days ago
- Santa Clara, CA (12 miles from Palo Alto, CA)
- 2 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...
Financial ConsultantIf you no longer want tospend your time on sourcing new clients and would rather have thetime to deepen relationships and create complex financial plans,then join a team that...
- Daly City, CA (23 miles from Palo Alto, CA)
- 3 days ago
- Daly City, CA (23 miles from Palo Alto, CA)
- 3 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....
- Daly City, CA (23 miles from Palo Alto, CA)
- 6 days ago
- Daly City, CA (23 miles from Palo Alto, CA)
- 6 days ago
Overview The primary purpose of this position is to ensure that appropriate reimbursement resources are in place for services provided at AHMC Seton Medical Center. The Patient Financial Advisor...
Roving Personal Banker - Greater Floresville
- Pleasanton, CA (21 miles from Palo Alto, CA)
- 6 days ago
- Pleasanton, CA (21 miles from Palo Alto, 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 Westmoor Village
- Sunnyvale, CA (8 miles from Palo Alto, CA)
- 7 days ago
- Sunnyvale, CA (8 miles from Palo Alto, CA)
- 7 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....
Personal Banker SAFE Act - Castro Valley Branch
- Castro Valley, CA (21 miles from Palo Alto, CA)
- 8 days ago
- Castro Valley, CA (21 miles from Palo Alto, 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....
- San Carlos, CA (7 miles from Palo Alto, CA)
- 8 days ago
- San Carlos, CA (7 miles from Palo Alto, CA)
- 8 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Personal Banker Peninsula Gateway
- Los Altos, CA (5 miles from Palo Alto, CA)
- 10 days ago
- Los Altos, CA (5 miles from Palo Alto, CA)
- 10 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....
Associate Personal Banker Mid Peninsula District
- San Carlos, CA (7 miles from Palo Alto, CA)
- 11 days ago
- San Carlos, CA (7 miles from Palo Alto, CA)
- 11 days ago
Wells Fargo Associate Personal Banker Mid Peninsula District in SAN CARLOS , California Why Wells Fargo: Are you looking for more? Find it here....
Demographic Data for Palo Alto, CA
Moving to Palo Alto, CA? Find some basic demographic data about Palo Alto, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Palo Alto, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Palo Alto, 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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