Personal Banker Jobs in La Jolla, 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.
Private Client Banker - Pacific Highlands Ranch Branch - San Diego, CA
- San Diego, CA (10 miles from La Jolla, CA)
- 14 hours ago
- San Diego, CA (10 miles from La Jolla, CA)
- 14 hours 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...
Financial Advisor - Career Change Opportunity
- San Marcos, CA (22 miles from La Jolla, CA)
- 1 day ago
- San Marcos, CA (22 miles from La Jolla, CA)
- 1 day 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...
Roving Associate Personal Banker - North County Coastal District
- San Diego, CA (10 miles from La Jolla, CA)
- 3 days ago
- San Diego, CA (10 miles from La Jolla, CA)
- 3 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Poway, CA (16 miles from La Jolla, CA)
- 4 days ago
- Poway, CA (16 miles from La Jolla, CA)
- 4 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 (20 miles from La Jolla, CA)
- 6 days ago
- Carlsbad, CA (20 miles from La Jolla, CA)
- 6 days ago
This job posting is anticipated to remain open for 30 days, from 02-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Associate Roving Personal Banker Central San Diego District
- San Diego, CA (10 miles from La Jolla, CA)
- 7 days ago
- San Diego, CA (10 miles from La Jolla, CA)
- 7 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Undergraduate Student Financial Services Advisor
- San Diego, CA (10 miles from La Jolla, CA)
- 10 days ago
- San Diego, CA (10 miles from La Jolla, CA)
- 10 days ago
Undergraduate Student Financial Services Advisor Point Loma Nazarene University Application First Name Last Name Email address Captcha / Bot check: Copy from here ...to here Click to hear these...
Undergraduate Student Financial Services Advisor Point Loma Nazarene University
- San Diego, CA (10 miles from La Jolla, CA)
- 14 days ago
- San Diego, CA (10 miles from La Jolla, CA)
- 14 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...
Merrill Experienced Financial Advisor
- San Diego, CA (10 miles from La Jolla, CA)
- 16 days ago
- San Diego, CA (10 miles from La Jolla, CA)
- 16 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 (Sales Focused, Training Provided)
- Carlsbad, CA (20 miles from La Jolla, CA)
- 16 days ago
- Carlsbad, CA (20 miles from La Jolla, CA)
- 16 days ago
Our Carlsbad financial advisory firm seeks new financial advisors to join its growing and highly productive practice. We specialize in recruiting "career changers" - these are professionals who...
- San Diego, CA (10 miles from La Jolla, CA)
- 16 days ago
- San Diego, CA (10 miles from La Jolla, CA)
- 16 days ago
Now Hiring: Hybrid Financial Advisor in San Diego Ready to expand your book and your earning potential? Join Priority Financial Group (PFG), a prominent financial firm with over 20 years in the...
Financial Advisor - (Sales Role, Training Provided)
- San Diego, CA (10 miles from La Jolla, CA)
- 16 days ago
- San Diego, CA (10 miles from La Jolla, CA)
- 16 days ago
Must be in San Diego or willing to relocate to San Diego area. Our La Jolla, CA office just expanded and moved into new office space. We are growing and looking to add Advisors to the firm! Ever...
Financial Advisor - Paid Training Provided
- La Mesa, CA (16 miles from La Jolla, CA)
- 19 days ago
- La Mesa, CA (16 miles from La Jolla, CA)
- 19 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
- 23 days ago
- La Jolla, CA
- 23 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 (10 miles from La Jolla, CA)
- 23 days ago
- San Diego, CA (10 miles from La Jolla, CA)
- 23 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...
Demographic Data for La Jolla, CA
Moving to La Jolla, CA? Find some basic demographic data about La Jolla, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in La Jolla, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in La Jolla, 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- 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 »