Personal Banker Jobs in Palo Alto, CA (284)
Commercial Banker, Middle Market Banking - Vice President
JPMorgan Chase
Santa Clara, California
Eco-Friendly
Education
$128.3k - $225k / year
Enterprise Architecture Manager/Senior Manager, Financial Services
Accenture
Mountain View, California
Diversity Leader
Eco-Friendly
Tax Manager
Wealthfront
Palo Alto, California
401(k)
Dental Insurance
Vision Insurance
Parental Leave
$148k / year
Financial Advisor
Innovations PSI
Sunnyvale, CA
$115k - $225k / year
Financial Advisor
NIM Retirement Group
San Jose, CA
$300k - $400k / year
Associate Financial Advisor
Brio Financial Group
Sunnyvale, CA
‌
Financial Advisor | Investment Advisory Firm (RIA)
Mission Creek Capital Partners
Sunnyvale, CA
Hybrid
‌
High Net-worth Financial Advisor (San Francisco)
Talent Focus Executive Search and Consulting
Sunnyvale, CA
‌
CFP Wealth Advisor - Wealth Advisory / Financial Planning Experience Required
Analog Capital Partners
Sunnyvale, CA
‌
Entry Level Outside B2B Sales Associates
ADP
Sunnyvale, CA
Entry-Level
‌
Investment Banking Analyst
Cohen & Company Capital Markets
Menlo Park, CA
New
$22 / hour
‌
Financial Advisor
State Farm
🌎 Remote
Remote
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
Education
$48k - $60k / year
‌
Wealth Advisor & Financial Planner
Elevation Wealth Partners
🌎 Remote
Part-Time
Remote
PTO
Dental Insurance
Flexible Schedule
$60 / hour
‌
Financial Advisor Assistant
Connect Search
🌎 Remote
Remote
$50 / hour
‌
Relationship Banker
Comerica
Palo Alto, CA
Part-Time
401(k)
PTO
Dental Insurance
Vision Insurance
Parental Leave
‌
Personal Banker SAFE Act -San Mateo Branch
Citigroup
San Mateo, CA
Dental Insurance
$61.3k - $85.5k / year
‌
Personal Banker SAFE Act- Foster City Branch
Citigroup
San Mateo, CA
Dental Insurance
$61.3k - $85.5k / year
‌
Personal Banker SAFE Act- San Jose, California Area (Bilingual Preferred: Cantonese or Mandarin)
Citigroup
San Jose, CA
Dental Insurance
$61.3k - $85.5k / year
‌
Retail Relationship Banker
BMO Financial Group
Menlo Park, CA
Part-Time
Health Insurance
Education
$45.9k - $73.7k / year
‌
Relationship Banker - Peninsula South area
Bank of America
Palo Alto, CA
Hourly
Diversity Leader
Eco-Friendly
$23 - $25.96 / hour
‌
Merrill Experienced Financial Advisor
Bank of America
Palo Alto, CA
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Financial Advisor Associate
Atria Wealth Solutions
San Jose, CA
Part-Time
PTO
Dental Insurance
Vision Insurance
Education
$500 / week
‌
Financial Solutions Advisor Registration Candidate- Consumer Investments- Greater Bay Region
Bank of America
Palo Alto, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Merrill Financial Solutions Advisor - Palo Alto Market
Bank of America
Palo Alto, CA
$75k - $85k / year
‌
Advisor Development Program - Financial Solutions Advisor Trainee: San Leandro Industrial Center
Bank of America
San Leandro, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $32 / hour
‌
Social Media Specialist - US Based Remote
Anywhere Real Estate
🌎 Remote
Remote
Hospitality
‌
Part Time Universal Banker (20 Hours) - Newark Branch
Citigroup
Newark, CA
Part-Time
Hourly
Dental Insurance
$50k - $65.3k / year
‌
Part Time (20 hour) Universal Banker- Burlingame Branch
Citigroup
Burlingame, CA
Part-Time
Hourly
Dental Insurance
$50k - $65.3k / year
‌
Head Universal Banker- Santa Clara Pruneridge Branch
Citigroup
Santa Clara, CA
Hospitality
Dental Insurance
$50k - $65.3k / year
‌
Entry Level Financial Representative - Insurance Sales
Bankers Life
Pleasanton, CA
‌
Entry Level Insurance Sales Agent - Hybrid Experience
Bankers Life
Pleasanton, CA
Hybrid
Entry-Level
Health Insurance
$41k - $62k / year
‌
Small Business Banker - Milpitas, CA
Bank of America
Milpitas, CA
Diversity Leader
Eco-Friendly
$67k - $84.5k / year
‌
Title Examiner (Independence Title - Texas-based Remote)
Anywhere Real Estate
🌎 Remote
Remote
Health Insurance
Dental Insurance
Vision Insurance
Education
‌
Relationship Banker
Comerica
Palo Alto, CA
Part-Time
401(k)
PTO
Dental Insurance
Vision Insurance
Parental Leave
Job Description
Working as a Personal Banker in Palo Alto, CA
There are 284 Personal Banker opportunities available in Palo Alto, CA all with unique requirements.
The role of the Personal Banker is to offer customers a heightened experience when engaging in their banking activities. The main purpose is to maintain fruitful relationships and maximize sales opportunities for the bank. The responsibilities of this role include customer service, sales, marketing, and processing bank transactions.
Personal Banker jobs near Palo Alto, CA
Personal Bankers in Palo Alto, CA Resume Data
Average Experience for Personal Bankers in Palo Alto, CA
- More than 10 years: 51%
- 6-10 years: 36%
- 3-5 years: 12%
- 1-2 years: 1%
- Less than 1 year: 1%
Educational Background for Personal Bankers in Palo Alto, CA
- Bachelors: 49%
- Diploma: 24%
- Associates: 15%
- Masters: 12%
- Doctorate: 0%
Top Skill for Personal Bankers in Palo Alto, CA
- Customer focus & orientation: 15%
- Attention to detail: 13%
- Sales skills: 13%
- Customer service: 11%
- Administrative assistant/receptionist: 9%
- Work style: Reliability: 9%
- Scheduling: 8%
- Spreadsheets with Microsoft Excel: 8%
- Verbal communication: 8%
- Project timeline management: 6%
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