Personal Banker Jobs in Carlsbad, CA
A Personal Banker is a professional who assists clients with their financial objectives, providing them with a range of banking services such as managing bank accounts, providing information on the bank's products and services, offering financial advice, and helping with transactions such as loans and credits. They act as a liaison between the bank and its customers, focusing on building and maintaining relationships to ensure customer satisfaction and loyalty. Their main objective is to help customers understand their financial options and make the best decisions for their financial wellbeing.
Important skills a Personal Banker should possess include excellent customer service skills, strong communication, mathematical proficiency, attention to detail, and problem-solving abilities. They should have a deep understanding of financial products and services. Along with this, they must have a certain level of sales skills to cross-sell and upsell banking products. In most cases, a bachelor's degree in finance, business, or related field is required. Some banks may require certification such as Certified Personal Banker (CPB) conferred by the American Bankers Association. Prior to becoming a Personal Banker, individuals might have held positions such as Bank Teller, Customer Service Representative, or Financial Analyst.
- Encinitas, CA (8 miles from Carlsbad, CA)
- 6 days ago
- Encinitas, CA (8 miles from Carlsbad, CA)
- 6 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....
Full Time Junior Financial Advisor - unique opportunity
- Carlsbad, CA
- 6 days ago
- Carlsbad, CA
- 6 days ago
Im looking for a fulltime Junior advisor for our firm. Im a top 1% advisor with a fast growing practice in Carlsbad. Youll work with me directly, and have access to the systems from LPL financial...
If you're looking for a career in finance, Staffmark is where it's at. We have a full-time role as a Lead Financial Advisor in Carlsbad, CA. Secure this position with ample opportunity for growth....
Personal Banker Roving North San Diego
- Vista, CA (1 mile from Carlsbad, CA)
- 11 days ago
- Vista, CA (1 mile from Carlsbad, CA)
- 11 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....
Senior Financial Services Officer
- Escondido, CA (16 miles from Carlsbad, CA)
- 14 days ago
- Escondido, CA (16 miles from Carlsbad, CA)
- 14 days ago
Banc of California Senior Financial Services Officer in Escondido , California Description BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company...
- San Marcos, CA (7 miles from Carlsbad, CA)
- 20 days ago
- San Marcos, CA (7 miles from Carlsbad, CA)
- 20 days ago
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term...
Private Client Banker - Bressi Ranch Branch - Carlsbad, CA
- Carlsbad, CA
- 21 days ago
- Carlsbad, CA
- 21 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Financial Advisor (Sales Focused, Training Provided)
- Carlsbad, CA
- 24 days ago
- Carlsbad, CA
- 24 days ago
Our Carlsbad financial advisory firm seeks new financial advisors to join its growing and highly productive practice. We specialize in recruiting "career changers" - these are professionals who...
- Temecula, CA (24 miles from Carlsbad, CA)
- 30+ days ago
- Temecula, CA (24 miles from Carlsbad, CA)
- 30+ days ago
As a Personal Banker in a Universal Branch, you will strengthen customer relationships with a defined sales process....
- Vista, CA (3 miles from Carlsbad, CA)
- 30+ days ago
- Vista, CA (3 miles from Carlsbad, CA)
- 30+ days ago
As a Personal Banker in a Universal Branch, you will strengthen customer relationships with a defined sales process....
Demographic Data for Carlsbad, CA
Moving to Carlsbad, CA? Find some basic demographic data about Carlsbad, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Carlsbad, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Carlsbad, 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
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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