Personal Banker Jobs in Chula Vista, 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.
JPMorgan Private Client Relationship Manager - La Jolla / San Diego, CA
- San Diego, CA (7 miles from Chula Vista, CA)
- 20 hours ago
- San Diego, CA (7 miles from Chula Vista, CA)
- 20 hours ago
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
JPMorgan Private Client Relationship Manager La Jolla / San Diego, CA
- La Jolla, CA (18 miles from Chula Vista, CA)
- 1 day ago
- La Jolla, CA (18 miles from Chula Vista, CA)
- 1 day ago
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Private Client Banker - La Jolla Downton Branch - La Jolla, CA
- La Jolla, CA (18 miles from Chula Vista, CA)
- 1 day ago
- La Jolla, CA (18 miles from Chula Vista, CA)
- 1 day ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Private Client Banker - San Diego Bay Market - San Diego, CA
- San Diego, CA (7 miles from Chula Vista, CA)
- 1 day ago
- San Diego, CA (7 miles from Chula Vista, CA)
- 1 day ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Poway, CA (24 miles from Chula Vista, CA)
- 3 days ago
- Poway, CA (24 miles from Chula Vista, CA)
- 3 days ago
This job posting is anticipated to remain open for 30 days, from 20-Aug-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Personal Banker Associate I - North Park
- San Diego, CA (7 miles from Chula Vista, CA)
- 14 days ago
- San Diego, CA (7 miles from Chula Vista, CA)
- 14 days ago
Banker job family....
Private Client Banker- Pacific Highlands Ranch - San Diego, CA
- San Diego, CA (7 miles from Chula Vista, CA)
- 15 days ago
- San Diego, CA (7 miles from Chula Vista, CA)
- 15 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Financial Advisor Financial Advisor
- La Mesa, CA (9 miles from Chula Vista, CA)
- 15 days ago
- La Mesa, CA (9 miles from Chula Vista, CA)
- 15 days ago
Financial Advisor Edward Jones 3.8 ( ) La Mesa, CA Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
Retail Personal Banker Associate I - North Park
- San Diego, CA (7 miles from Chula Vista, CA)
- 15 days ago
- San Diego, CA (7 miles from Chula Vista, CA)
- 15 days ago
Banker job family....
- San Diego, CA (7 miles from Chula Vista, CA)
- 17 days ago
- San Diego, CA (7 miles from Chula Vista, CA)
- 17 days ago
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud...
- San Diego, CA (8 miles from Chula Vista, CA)
- 21 days ago
- San Diego, CA (8 miles from Chula Vista, CA)
- 21 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...
Private Client Banker - San Diego Bay Market - San Diego, CA
- San Diego, CA (7 miles from Chula Vista, CA)
- 23 days ago
- San Diego, CA (7 miles from Chula Vista, CA)
- 23 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Merrill Market Client Relationship Manager
- San Diego, CA (7 miles from Chula Vista, CA)
- 26 days ago
- San Diego, CA (7 miles from Chula Vista, CA)
- 26 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
- Bonita, CA (4 miles from Chula Vista, CA)
- 29 days ago
- Bonita, CA (4 miles from Chula Vista, CA)
- 29 days ago
Banker job family....
- San Diego, CA (7 miles from Chula Vista, CA)
- 45+ days ago
- San Diego, CA (7 miles from Chula Vista, CA)
- 45+ days ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of...
Demographic Data for Chula Vista, CA
Moving to Chula Vista, CA? Find some basic demographic data about Chula Vista, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Chula Vista, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Chula Vista, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- 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 »