Personal Banker Jobs in San Mateo, CA
Personal Banker Silicon Central
- Fremont, CA (18 miles from San Mateo, CA)
- 4 hours ago
- Fremont, CA (18 miles from San Mateo, CA)
- 4 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 SAFE Act - San Lorenzo Branch
- San Lorenzo, CA (12 miles from San Mateo, CA)
- 4 hours ago
- San Lorenzo, CA (12 miles from San Mateo, CA)
- 4 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....
Spanish Bilingual Associate Personal Banker Palo Alto
- Palo Alto, CA (12 miles from San Mateo, CA)
- 16 hours ago
- Palo Alto, CA (12 miles from San Mateo, CA)
- 16 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 SAFE Act - B10 - SAN LORENZO
- San Lorenzo, CA (12 miles from San Mateo, CA)
- 1 day ago
- San Lorenzo, CA (12 miles from San Mateo, CA)
- 1 day 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....
Client Relationship Manager - Cupertino, CA
- Cupertino, CA (22 miles from San Mateo, CA)
- 1 day ago
- Cupertino, CA (22 miles from San Mateo, CA)
- 1 day ago
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
Associate Roving Personal Banker Mid Peninsula District
- Woodside, CA (11 miles from San Mateo, CA)
- 2 days ago
- Woodside, CA (11 miles from San Mateo, CA)
- 2 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....
Associate Bank Financial Advisor
- Castro Valley, CA (16 miles from San Mateo, CA)
- 2 days ago
- Castro Valley, CA (16 miles from San Mateo, CA)
- 2 days ago
About this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of...
Financial Advisor - Career Change Opportunity
- Pacifica, CA (9 miles from San Mateo, CA)
- 4 days ago
- Pacifica, CA (9 miles from San Mateo, CA)
- 4 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 11-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Pacifica, CA (9 miles from San Mateo, CA)
- 5 days ago
- Pacifica, CA (9 miles from San Mateo, CA)
- 5 days ago
This job posting is anticipated to remain open for 30 days, from 11-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Technology - Client Relationship Manager - Bay Area
- Sunnyvale, CA (20 miles from San Mateo, CA)
- 7 days ago
- Sunnyvale, CA (20 miles from San Mateo, CA)
- 7 days ago
Technology - Client Relationship Manager Location: Sunnyvale, CA or Bay area (must live or be willing to relocate) Level: Associate Director About Cognizant Cognizant (Nasdaq-100: CTSH) is one of...
Associate Personal Banker Golden Gate Financial District
- San Francisco, CA (15 miles from San Mateo, CA)
- 8 days ago
- San Francisco, CA (15 miles from San Mateo, 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....
Financial Advisor - Team Sponsored Launch- San Francisco Peninsula Group- Redwood City, CA
- Redwood City, CA (8 miles from San Mateo, CA)
- 10 days ago
- Redwood City, CA (8 miles from San Mateo, CA)
- 10 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...
Private Client Relationship Manager
- Burlingame, CA (2 miles from San Mateo, CA)
- 11 days ago
- Burlingame, CA (2 miles from San Mateo, CA)
- 11 days ago
This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 3 days per week at one of our following office locations: Santa Rosa, CA, Irvine, CA, Roseville,...
Personal Banker (Member Solutions Specialist)
- Fremont, CA (18 miles from San Mateo, CA)
- 12 days ago
- Fremont, CA (18 miles from San Mateo, CA)
- 12 days ago
Serve as a subject matter expert in our products and services offerings, new accounts, and consumer lending processes....
Financial Advisor - Team Sponsored Launch- San Francisco Peninsula Group
- San Francisco, CA (15 miles from San Mateo, CA)
- 13 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 13 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...
Demographic Data for San Mateo, CA
Moving to San Mateo, CA? Find some basic demographic data about San Mateo, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in San Mateo, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in San Mateo, 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
- Mortgage Lending
- BSA
- Nationwide Mortgage Licensing System & Registry
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Lending
- Client Relationships
- Mortgage Processing
- Financial Planning
- Financial Services
- Fraud Investigation
- Compensation and Benefits
- Business Planning
- Customer Satisfaction
- Notary Public
- Cash Handling
- Referrals
- Networking
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Retail
- Customer Relations
- Written Communication
- High School Diploma
- Business Development
- Military Background
- Listening
- Telephone Skills
- Reporting
- Flexibility
- Employee Development
- Coaching
- Sales
- 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