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 Service Representative I/Personal Banker
- Solana Beach, CA (22 miles from Coronado, CA)
- 1 day ago
- Solana Beach, CA (22 miles from Coronado, CA)
- 1 day ago
Financial Service Representative I/Personal Banker Exemption Classification Non-Exempt Hours per Week 40 Location Address Solana Beach Branch-677 Lomas Santa Fe, Solana Beach, CA 92075 What will I do...
Wealth Financial Advisor - San Diego, CA
- San Diego, CA (3 miles from Coronado, CA)
- 2 days ago
- San Diego, CA (3 miles from Coronado, CA)
- 2 days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
- San Diego, CA (3 miles from Coronado, CA)
- 4 days ago
- San Diego, CA (3 miles from Coronado, CA)
- 4 days ago
Ranked Top Workplaces in San Diego in 2021, we live and work by our core values of integrity, collaboration, innovation, respect, and service. Corelation cares about each employee, which is...
Private Client Banker - Del Mar Heights Branch - San Diego, CA
- San Diego, CA (3 miles from Coronado, CA)
- 6 days ago
- San Diego, CA (3 miles from Coronado, CA)
- 6 days ago
JobID: 210638064 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-23T15:52:12+00:00 JobShift: Base Pay/Salary: San Diego,CA $25.00-$32.69 You have a passion for taking...
- Chula Vista, CA (5 miles from Coronado, CA)
- 18 days ago
- Chula Vista, CA (5 miles from Coronado, CA)
- 18 days ago
Representative, Personal Banker, Financial Service Representative, etc....
Private Client Banker - Pacific Highlands Ranch Branch - San Diego, CA
- San Diego, CA (3 miles from Coronado, CA)
- 20 days ago
- San Diego, CA (3 miles from Coronado, CA)
- 20 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 (3 miles from Coronado, CA)
- 30+ days ago
- San Diego, CA (3 miles from Coronado, CA)
- 30+ days ago
This job posting is anticipated to remain open for 30 days, from 23-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Merrill Experienced Financial Advisor
- San Diego, CA (3 miles from Coronado, CA)
- 30+ days ago
- San Diego, CA (3 miles from Coronado, CA)
- 30+ 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....
Financial Advisor - Paid Training Provided
- La Mesa, CA (11 miles from Coronado, CA)
- 30+ days ago
- La Mesa, CA (11 miles from Coronado, CA)
- 30+ days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 22-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
JPMorgan Private Client Relationship Manager - La Jolla / San Diego, CA
- La Jolla, CA (14 miles from Coronado, CA)
- 30+ days ago
- La Jolla, CA (14 miles from Coronado, CA)
- 30+ days ago
JobID: 210624944 Category: Relationship Manager JobSchedule: Full time Posted Date: 2025-05-20T14:27:49+00:00 JobShift: Base Pay/Salary: San Diego,CA $150,000.00 - $150,000.00; La Jolla,CA...
Financial Advisor - San Diego, CA
- San Diego, CA (3 miles from Coronado, CA)
- 30+ days ago
- San Diego, CA (3 miles from Coronado, CA)
- 30+ days ago
Financial Advisor - San Diego, CA North Star Resource Group is looking to find a candidate for a financial consultant position in San Diego, CA. We are looking for a recent college graduate or a...
JPMorgan Private Client Relationship Manager 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
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships...
- San Diego, CA (5 miles from Coronado, CA)
- 90+ days ago
- San Diego, CA (5 miles from Coronado, 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 (3 miles from Coronado, CA)
- 90+ days ago
- San Diego, CA (3 miles from Coronado, CA)
- 90+ 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 (3 miles from Coronado, CA)
- 90+ days ago
- San Diego, CA (3 miles from Coronado, CA)
- 90+ 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 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
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- 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 »