Personal Banker Jobs in Richmond, CA
Financial Advisor - Career Change Opportunity
- Alameda, CA (13 miles from Richmond, CA)
- 8 hours ago
- Alameda, CA (13 miles from Richmond, CA)
- 8 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 (6 miles from Richmond, CA)
- 1 day ago
- San Rafael, CA (6 miles from Richmond, 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....
- San Leandro, CA (20 miles from Richmond, CA)
- 3 days ago
- San Leandro, CA (20 miles from Richmond, CA)
- 3 days ago
Financial Services Advisor Job Category: Financial Services Requisition Number: FINAN007567 Posting Details Posted: March 27, 2025 Full-Time On-site Locations San Leandro, CA 94578, USA Job...
- Emeryville, CA (9 miles from Richmond, CA)
- 3 days ago
- Emeryville, CA (9 miles from Richmond, 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 Richmond, CA)
- 5 days ago
- San Francisco, CA (12 miles from Richmond, 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 (20 miles from Richmond, CA)
- 6 days ago
- Sonoma, CA (20 miles from Richmond, 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 Richmond, CA)
- 6 days ago
- San Francisco, CA (12 miles from Richmond, 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 Richmond, CA)
- 7 days ago
- San Francisco, CA (12 miles from Richmond, CA)
- 7 days ago
Team effectively with PBB colleagues to set strategies and provide wealth management services across the full product spectrum....
- Walnut Creek, CA (17 miles from Richmond, CA)
- 7 days ago
- Walnut Creek, CA (17 miles from Richmond, 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 Richmond, CA)
- 7 days ago
- San Francisco, CA (12 miles from Richmond, 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 (15 miles from Richmond, CA)
- 8 days ago
- Lafayette, CA (15 miles from Richmond, 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 Richmond, CA)
- 11 days ago
- San Francisco, CA (12 miles from Richmond, 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 Delta Breeze District
- Concord, CA (19 miles from Richmond, CA)
- 12 days ago
- Concord, CA (19 miles from Richmond, 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....
- Walnut Creek, CA (17 miles from Richmond, CA)
- 22 days ago
- Walnut Creek, CA (17 miles from Richmond, CA)
- 22 days ago
Application Deadline: 04/10/2025 Address: 4949 Meadows Rd. Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members...
Personal Banker SAFE Act -Sunset Noriega Branch
- San Francisco, CA (12 miles from Richmond, CA)
- 30+ days ago
- San Francisco, CA (12 miles from Richmond, 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....
Demographic Data for Richmond, CA
Moving to Richmond, CA? Find some basic demographic data about Richmond, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Richmond, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Richmond, 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