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.
Personal Banker Bilingual Spanish College Center
- San Diego, CA (3 miles from Coronado, CA)
- 1 day ago
- San Diego, CA (3 miles from Coronado, CA)
- 1 day 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....
- San Diego, CA (3 miles from Coronado, CA)
- 5 days ago
- San Diego, CA (3 miles from Coronado, CA)
- 5 days 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...
- San Diego, CA (3 miles from Coronado, CA)
- 7 days ago
- San Diego, CA (3 miles from Coronado, CA)
- 7 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...
Private Client Relationship Manager - San Diego, CA
- San Diego, CA (3 miles from Coronado, CA)
- 9 days ago
- San Diego, CA (3 miles from Coronado, CA)
- 9 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 (3 miles from Coronado, CA)
- 9 days ago
- San Diego, CA (3 miles from Coronado, CA)
- 9 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...
Senior Financial Services Officer- San Diego Main
- San Diego, CA (3 miles from Coronado, CA)
- 25 days ago
- San Diego, CA (3 miles from Coronado, CA)
- 25 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 (5 miles from Coronado, CA)
- 30+ days ago
- San Diego, CA (5 miles from Coronado, 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 (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)
- 30+ days ago
- San Diego, CA (3 miles from Coronado, 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...
Financial Advisor - Greater San Diego and Surrounding Areas
- San Diego, CA (3 miles from Coronado, CA)
- 30+ days ago
- San Diego, CA (3 miles from Coronado, 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...
Undergraduate Student Financial Services Advisor
- San Diego, CA (3 miles from Coronado, CA)
- 30+ days ago
- San Diego, CA (3 miles from Coronado, CA)
- 30+ days ago
PLNU is a Christian liberal arts university in the evangelical, Wesleyan tradition, offering quality undergraduate, graduate and professional programs. We provide higher education in a vibrant...
Aspiring Financial Advisor (Pinetown/ Kloof/ Hillcrest)
- San Diego, CA (5 miles from Coronado, CA)
- 30+ days ago
- San Diego, CA (5 miles from Coronado, 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...
Undergraduate Student Financial Services Advisor Point Loma Nazarene University
- San Diego, CA (3 miles from Coronado, CA)
- 30+ days ago
- San Diego, CA (3 miles from Coronado, CA)
- 30+ days 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)
- 60+ days ago
- San Diego, CA (3 miles from Coronado, CA)
- 60+ 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)
- 60+ days ago
- San Diego, CA (3 miles from Coronado, CA)
- 60+ 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...
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
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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