Personal Banker Jobs in Coronado, 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.
Financial Advisor - Career Change Opportunity
- San Diego, CA (3 miles from Coronado, CA)
- 7 days ago
- San Diego, CA (3 miles from Coronado, CA)
- 7 days ago
Job Overview 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...
Roving Personal Banker East San Diego
- El Cajon, CA (18 miles from Coronado, CA)
- 5 hours ago
- El Cajon, CA (18 miles from Coronado, CA)
- 5 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....
Personal Banker Point Loma Clairemont
- San Diego, CA (3 miles from Coronado, CA)
- 6 hours ago
- San Diego, CA (3 miles from Coronado, CA)
- 6 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....
Undergraduate Student Financial Services Advisor Point Loma Nazarene University
- San Diego, CA (3 miles from Coronado, CA)
- 10 hours ago
- San Diego, CA (3 miles from Coronado, CA)
- 10 hours ago
Undergraduate Student Financial Services Advisor Posting Number: R0003938 Location: Point Loma Campus - San Diego, CA PLNU is a Christian liberal arts university in the evangelical, Wesleyan...
- San Diego, CA (3 miles from Coronado, CA)
- 6 days ago
- San Diego, CA (3 miles from Coronado, 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....
- Chula Vista, CA (5 miles from Coronado, CA)
- 18 days ago
- Chula Vista, CA (5 miles from Coronado, CA)
- 18 days ago
by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc....
- San Diego, CA (3 miles from Coronado, CA)
- 19 days ago
- San Diego, CA (3 miles from Coronado, CA)
- 19 days ago
Financial Advisor - San Diego San Diego, CA, United States (Hybrid) Job Description To provide basic financial consulting services to assist members and non-members with identifying their...
- San Diego, CA (3 miles from Coronado, CA)
- 20 days ago
- San Diego, CA (3 miles from Coronado, CA)
- 20 days ago
The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, discusses members financial goals and identifies suitable non-deposit products and services based on the...
Investment Services - Financial Advisor
- San Diego, CA (3 miles from Coronado, CA)
- 23 days ago
- San Diego, CA (3 miles from Coronado, CA)
- 23 days ago
Calling all Series 7 and Series 66 licensed Financial Advisors in the San Diego area with strong knowledge of the local market: We’ve got a brand-new opportunity to join our very successful and...
Financial Advisor Trainee-PCG-San Diego, CA
- San Diego, CA (3 miles from Coronado, CA)
- 45+ days ago
- San Diego, CA (3 miles from Coronado, CA)
- 45+ days ago
Raymond James Financial, Inc. Financial Advisor Trainee-PCG-San Diego, CA in San Diego , California Job Description Through distance learning, apprenticeship and training at the firm's...
Financial Service Representative I/Personal Banker
- San Diego, CA (3 miles from Coronado, CA)
- 45+ days ago
- San Diego, CA (3 miles from Coronado, CA)
- 45+ days ago
Financial Service Representative I/Personal Banker Exemption Classification Non-Exempt Hours per Week 30 Location Address 6145 El Cajon Boulevard, Suite 3D, San Diego, CA 92115 What will I do in this...
- San Diego, CA (3 miles from Coronado, CA)
- 45+ days ago
- San Diego, CA (3 miles from Coronado, CA)
- 45+ days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across...
- San Diego, CA (3 miles from Coronado, CA)
- 60+ days ago
- San Diego, CA (3 miles from Coronado, CA)
- 60+ days ago
Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our...
Aspiring Financial Advisor (Hillcrest, Kloof, Hammarsdale, Waterfall, Assagay)
- San Diego, CA (5 miles from Coronado, CA)
- 60+ days ago
- San Diego, CA (5 miles from Coronado, CA)
- 60+ days ago
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Advisor We are looking for...
Established Financial Advisor (Hillcrest, Kloof, Hammarsdale, Waterfall, Assagay)
- San Diego, CA (5 miles from Coronado, CA)
- 60+ days ago
- San Diego, CA (5 miles from Coronado, CA)
- 60+ days ago
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self-motivated and dynamic individuals who...
Demographic Data for Coronado, CA
Moving to Coronado, CA? Find some basic demographic data about Coronado, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Coronado, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Coronado, 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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Here are some other career titles that require similar skills
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