Personal Banker Jobs in La Jolla, 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.
- San Diego, CA (10 miles from La Jolla, CA)
- 9 hours ago
- San Diego, CA (10 miles from La Jolla, CA)
- 9 hours ago
Financial Advisor Exemption Classification Exempt Hours per Week 40 Location Address 6545 Sequence Drive, San Diego, CA 92121 What will I do in this role? We are seeking a qualified and...
Private Client Banker - Carlsbad Village Branch - Carlsbad, CA
- Carlsbad, CA (20 miles from La Jolla, CA)
- 2 days ago
- Carlsbad, CA (20 miles from La Jolla, CA)
- 2 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...
- San Diego, CA (10 miles from La Jolla, CA)
- 2 days ago
- San Diego, CA (10 miles from La Jolla, CA)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 17-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
- San Diego, CA (10 miles from La Jolla, CA)
- 4 days ago
- San Diego, CA (10 miles from La Jolla, 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....
Private Client Relationship Manager - San Diego, CA
- San Diego, CA (10 miles from La Jolla, CA)
- 4 days ago
- San Diego, CA (10 miles from La Jolla, CA)
- 4 days ago
JobID: 210571434 Category: Relationship Manager JobSchedule: Full time Posted Date: 2025-04-14T17:25:38+00:00 JobShift: Base Pay/Salary: San Diego,CA $150,000.00 - $150,000.00 Are you passionate...
Private Client Relationship Manager - Orange County, CA
- San Diego, CA (10 miles from La Jolla, CA)
- 4 days ago
- San Diego, CA (10 miles from La Jolla, CA)
- 4 days ago
JobID: 210547472 Category: Relationship Manager JobSchedule: Full time Posted Date: 2025-04-14T17:25:13+00:00 JobShift: Base Pay/Salary: Newport Beach,CA $150,000.00 - $150,000.00; San Diego,CA...
Financial Advisor - No Experience Required
- San Diego, CA (10 miles from La Jolla, CA)
- 5 days ago
- San Diego, CA (10 miles from La Jolla, CA)
- 5 days ago
Financial Advisor Opportunity No Experience Required About the Role: We are seeking motivated individuals to join our team. In this role, you will educate and guide clients in building a secure...
- San Diego, CA (10 miles from La Jolla, CA)
- 7 days ago
- San Diego, CA (10 miles from La Jolla, CA)
- 7 days ago
Our client is a rapidly growing, independent wealth management and financial planning practice in San Diego, CA, that serves successful business owners, executives, and high net worth individuals....
- Encinitas, CA (12 miles from La Jolla, CA)
- 7 days ago
- Encinitas, CA (12 miles from La Jolla, 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....
- Del Mar, CA (7 miles from La Jolla, CA)
- 10 days ago
- Del Mar, CA (7 miles from La Jolla, CA)
- 10 days ago
Personal Banker Associate I Fifth Third Bank Boca Del Mar, United States Posted 21 hours ago Permanent Competitive Personal Banker Associate I Fifth Third Bank Boca Del Mar, United States Personal Banker...
Senior Financial Services Officer- San Diego Main
- San Diego, CA (10 miles from La Jolla, CA)
- 20 days ago
- San Diego, CA (10 miles from La Jolla, CA)
- 20 days ago
Banc of California Senior Financial Services Officer- San Diego Main in San Diego , California Description BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank...
- San Diego, CA (9 miles from La Jolla, CA)
- 30+ days ago
- San Diego, CA (9 miles from La Jolla, CA)
- 30+ 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...
Aspiring Financial Advisor (Hillcrest, Kloof, Hammarsdale, Waterfall, Assagay)
- San Diego, CA (9 miles from La Jolla, CA)
- 90+ days ago
- San Diego, CA (9 miles from La Jolla, CA)
- 90+ 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...
Financial Advisor - Temecula and Surrounding Areas
- San Diego, CA (10 miles from La Jolla, CA)
- 28 days ago
- San Diego, CA (10 miles from La Jolla, CA)
- 28 days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Financial Advisor - Greater San Diego and Surrounding Areas
- San Diego, CA (10 miles from La Jolla, CA)
- 30+ days ago
- San Diego, CA (10 miles from La Jolla, CA)
- 30+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Demographic Data for La Jolla, CA
Moving to La Jolla, CA? Find some basic demographic data about La Jolla, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in La Jolla, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in La Jolla, 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
- Mortgage Lending
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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