Personal Banker Jobs in Encinitas, 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 North County Coastal
- San Diego, CA (22 miles from Encinitas, CA)
- 1 hour ago
- San Diego, CA (22 miles from Encinitas, CA)
- 1 hour 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....
Personal Banker La Jolla Village Square
- La Jolla, CA (12 miles from Encinitas, CA)
- 11 hours ago
- La Jolla, CA (12 miles from Encinitas, CA)
- 11 hours 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 - Career Change Opportunity
- San Marcos, CA (12 miles from Encinitas, CA)
- 21 hours ago
- San Marcos, CA (12 miles from Encinitas, CA)
- 21 hours ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 22-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Carlsbad, CA (8 miles from Encinitas, CA)
- 1 day ago
- Carlsbad, CA (8 miles from Encinitas, CA)
- 1 day ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Carlsbad, California. Bilingual Spanish preferred....
Personal Banker Bilingual Spanish College Center
- San Diego, CA (22 miles from Encinitas, CA)
- 2 days ago
- San Diego, CA (22 miles from Encinitas, 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....
- Carlsbad, CA (4 miles from Encinitas, CA)
- 2 days ago
- Carlsbad, CA (4 miles from Encinitas, CA)
- 2 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Carlsbad, California. Bilingual Spanish preferred....
- San Diego, CA (22 miles from Encinitas, CA)
- 5 days ago
- San Diego, CA (22 miles from Encinitas, 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...
Private Client Banker - Carlsbad Village Branch - Carlsbad, CA
- Carlsbad, CA (8 miles from Encinitas, CA)
- 7 days ago
- Carlsbad, CA (8 miles from Encinitas, CA)
- 7 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 (22 miles from Encinitas, CA)
- 8 days ago
- San Diego, CA (22 miles from Encinitas, CA)
- 8 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 (22 miles from Encinitas, CA)
- 10 days ago
- San Diego, CA (22 miles from Encinitas, CA)
- 10 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 (22 miles from Encinitas, CA)
- 10 days ago
- San Diego, CA (22 miles from Encinitas, CA)
- 10 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...
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....
Senior Financial Services Officer- San Diego Main
- San Diego, CA (22 miles from Encinitas, CA)
- 25 days ago
- San Diego, CA (22 miles from Encinitas, 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 (21 miles from Encinitas, CA)
- 30+ days ago
- San Diego, CA (21 miles from Encinitas, 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...
- Carlsbad, CA (8 miles from Encinitas, CA)
- 45+ days ago
- Carlsbad, CA (8 miles from Encinitas, CA)
- 45+ days ago
management acumen, judgment, and experience Extensive knowledge in financial planning analysis and modeling specifically for clients Lead Financial Advisor Job Description Support the discovery and...
Demographic Data for Encinitas, CA
Moving to Encinitas, CA? Find some basic demographic data about Encinitas, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Encinitas, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Encinitas, 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
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Banking
- 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
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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