Personal Banker Jobs in Pleasant Hill, CA
Financial Advisor - Certification Provided
- Castro Valley, CA (14 miles from Pleasant Hill, CA)
- 3 days ago
- Castro Valley, CA (14 miles from Pleasant Hill, CA)
- 3 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 27-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker Associate I - Nippers Corner (Brentwood, TN)
- Brentwood, CA (19 miles from Pleasant Hill, CA)
- 5 hours ago
- Brentwood, CA (19 miles from Pleasant Hill, CA)
- 5 hours ago
Banker job family....
Personal Banker Associate I - Bell Road East (Antioch, TN)
- Antioch, CA (14 miles from Pleasant Hill, CA)
- 5 hours ago
- Antioch, CA (14 miles from Pleasant Hill, CA)
- 5 hours ago
Banker job family....
Personal Banker Tri Valley District - Danville
- Dublin, CA (18 miles from Pleasant Hill, CA)
- 1 day ago
- Dublin, CA (18 miles from Pleasant Hill, 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 San Francisco Federal Credit Union
- San Francisco, CA (22 miles from Pleasant Hill, CA)
- 1 day ago
- San Francisco, CA (22 miles from Pleasant Hill, CA)
- 1 day ago
Credit Union Financial Advisor San Francisco Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial...
Financial Advisor - Wealth Management
- San Francisco, CA (22 miles from Pleasant Hill, CA)
- 2 days ago
- San Francisco, CA (22 miles from Pleasant Hill, CA)
- 2 days ago
Who Are We? With an A health rating and solid year-over-year growth, San Francisco Federal Credit Unions (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches...
Merrill Market Client Relationship Manager
- Walnut Creek, CA (5 miles from Pleasant Hill, CA)
- 2 days ago
- Walnut Creek, CA (5 miles from Pleasant Hill, CA)
- 2 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....
- Alameda, CA (16 miles from Pleasant Hill, CA)
- 2 days ago
- Alameda, CA (16 miles from Pleasant Hill, CA)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 27-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor - Career Change Opportunity
- Alameda, CA (16 miles from Pleasant Hill, CA)
- 2 days ago
- Alameda, CA (16 miles from Pleasant Hill, CA)
- 2 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 27-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- San Francisco, CA (22 miles from Pleasant Hill, CA)
- 3 days ago
- San Francisco, CA (22 miles from Pleasant Hill, CA)
- 3 days ago
Location: San Francisco, US-CA Rate: Not Specified Type: Permanent Client Relationship Manager Title: Client Relationship Manager Department: Client Services Bargaining Unit: NBU Grade: N/A FLSA:...
Financial Advisor (Career Changers Encouraged, Training & Mentorship Provided)
- Hayward, CA (19 miles from Pleasant Hill, CA)
- 5 days ago
- Hayward, CA (19 miles from Pleasant Hill, CA)
- 5 days ago
Management Company (NMWMC) (Investment Advisory Services), a federal savings bank....
- Hayward, CA (19 miles from Pleasant Hill, CA)
- 5 days ago
- Hayward, CA (19 miles from Pleasant Hill, CA)
- 5 days ago
At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities....
Merrill Experienced Financial Advisor
- San Francisco, CA (22 miles from Pleasant Hill, CA)
- 5 days ago
- San Francisco, CA (22 miles from Pleasant Hill, CA)
- 5 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....
- Alameda, CA (16 miles from Pleasant Hill, CA)
- 6 days ago
- Alameda, CA (16 miles from Pleasant Hill, CA)
- 6 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...
Financial Advisor - Redwood Credit Union
- San Rafael, CA (23 miles from Pleasant Hill, CA)
- 7 days ago
- San Rafael, CA (23 miles from Pleasant Hill, CA)
- 7 days ago
Financial Advisor - Redwood Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union...
Demographic Data for Pleasant Hill, CA
Moving to Pleasant Hill, CA? Find some basic demographic data about Pleasant Hill, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Pleasant Hill, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Pleasant Hill, 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
- Nationwide Mortgage Licensing System & Registry
- Private Banking
- Retail Banking
- Consumer Lending
- Account Maintenance
- Annuities
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Financial Services
- Financial Planning
- Fraud Investigation
- Compensation and Benefits
- Client Services
- Notary Public
- Customer Satisfaction
- Cash Handling
- Inbound/Outbound Calling
- Referrals
- Risk Management
- Relationship Management
- Customer Relations
- High School Diploma
- Retail
- Military Background
- Written Communication
- Listening
- Business Development
- Telephone Skills
- Coaching
- Flexibility
- Employee Development
- Reporting
- Regulations
- Sales
- Problem Solving
- Policy Development
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills