Personal Banker Jobs in San Diego, 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.
Job Overview This job posting is anticipated to remain open for 30 days, from 07-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Job Overview** 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...
Personal Banker Central San Diego
- La Jolla, CA (10 miles from San Diego, CA)
- 2 days ago
- La Jolla, CA (10 miles from San Diego, CA)
- 2 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....
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help...
/19316/b32dab1a-1855-4c34-8545-95b168ccf6de.png&z=8&s=BNK&ih_t=5%2F9%2F2025+3%3A35%3A44+PM&utm_medium=internal%20referrer&utm_campaign=internal-ihire-dtc_edu&utm_content=ihire&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
Looking to make an impact at a unique, mission-centered financial services organization? Join Covenant Trust as a Financial Advisor! At Covenant Trust, you will be the ambassador and primary...
Financial Service Representative I/Personal Banker
- El Cajon, CA (18 miles from San Diego, CA)
- 5 days ago
- El Cajon, CA (18 miles from San Diego, CA)
- 5 days ago
Financial Service Representative I/Personal Banker Exemption Classification Non-Exempt Hours per Week 20 Location Address El Cajon Branch-312 W....
Personal Banker Associate I - Saint Andrews Denovo FC
- Del Mar, CA (17 miles from San Diego, CA)
- 6 days ago
- Del Mar, CA (17 miles from San Diego, CA)
- 6 days ago
Banker job family....
Personal Banker SAFE Act- Poway Branch
- Poway, CA (21 miles from San Diego, CA)
- 7 days ago
- Poway, CA (21 miles from San Diego, CA)
- 7 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....
As a Personal Banker within PNC's Retail Banking organization, you will be based in Mira Mesa, San Diego. Bilingual Spanish preferred....
Personal Banker East San Diego
- Santee, CA (14 miles from San Diego, CA)
- 9 days ago
- Santee, CA (14 miles from San Diego, CA)
- 9 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....
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...
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...
Senior Financial Services Officer- San Diego Main
- San Diego, CA
- 30+ days ago
- San Diego, CA
- 30+ 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 (1 mile from San Diego, CA)
- 45+ days ago
- San Diego, CA (1 mile from San Diego, CA)
- 45+ 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 (1 mile from San Diego, CA)
- 90+ days ago
- San Diego, CA (1 mile from San Diego, 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...
Demographic Data for San Diego, CA
Moving to San Diego, CA? Find some basic demographic data about San Diego, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in San Diego, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in San Diego, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »