Personal Banker Jobs in San Mateo, CA
Personal Banker SAFE Act -South San Francisco Branch
- South San Francisco, CA (8 miles from San Mateo, CA)
- 11 hours ago
- South San Francisco, CA (8 miles from San Mateo, CA)
- 11 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....
- Walnut Creek, CA (24 miles from San Mateo, CA)
- 23 hours ago
- Walnut Creek, CA (24 miles from San Mateo, CA)
- 23 hours 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...
- Millbrae, CA (4 miles from San Mateo, CA)
- 23 hours ago
- Millbrae, CA (4 miles from San Mateo, CA)
- 23 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....
- Belvedere, CA (22 miles from San Mateo, CA)
- 23 hours ago
- Belvedere, CA (22 miles from San Mateo, CA)
- 23 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 (17 miles from San Mateo, CA)
- 23 hours ago
- Los Altos, CA (17 miles from San Mateo, CA)
- 23 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....
- Walnut Creek, CA (24 miles from San Mateo, CA)
- 1 day ago
- Walnut Creek, CA (24 miles from San Mateo, CA)
- 1 day ago
Who you are: Minimum three to five years experience as a Personal Banker or equivalent experience in a fast paced, ever changing environment....
Financial Advisor (Career Changers Encouraged, Training & Mentorship Provided)
- Sunnyvale, CA (20 miles from San Mateo, CA)
- 1 day ago
- Sunnyvale, CA (20 miles from San Mateo, 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 (Member Solutions Specialist)
- San Francisco, CA (15 miles from San Mateo, CA)
- 2 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 2 days ago
Serve as a subject matter expert in our products and services offerings, new accounts, and consumer lending processes....
Personal Banker SAFE Act - B10 - ALAMEDA
- Alameda, CA (13 miles from San Mateo, CA)
- 2 days ago
- Alameda, CA (13 miles from San Mateo, 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....
- Palo Alto, CA (12 miles from San Mateo, CA)
- 2 days ago
- Palo Alto, CA (12 miles from San Mateo, CA)
- 2 days ago
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 (10 miles from San Mateo, CA)
- 4 days ago
- Daly City, CA (10 miles from San Mateo, CA)
- 4 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 (24 miles from San Mateo, CA)
- 5 days ago
- Walnut Creek, CA (24 miles from San Mateo, CA)
- 5 days ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of...
- Daly City, CA (10 miles from San Mateo, CA)
- 6 days ago
- Daly City, CA (10 miles from San Mateo, 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...
Personal Banker Westmoor Village
- Sunnyvale, CA (20 miles from San Mateo, CA)
- 7 days ago
- Sunnyvale, CA (20 miles from San Mateo, 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 (16 miles from San Mateo, CA)
- 8 days ago
- Castro Valley, CA (16 miles from San Mateo, 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....
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
- 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
- Business Development
- Retail
- Military Background
- Listening
- Written Communication
- Telephone Skills
- Flexibility
- Coaching
- Reporting
- Sales
- Employee Development
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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