Personal Banker Jobs in Lakeside, 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 East San Diego
- Santee, CA (8 miles from Lakeside, CA)
- 16 hours ago
- Santee, CA (8 miles from Lakeside, CA)
- 16 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....
- National City, CA (20 miles from Lakeside, CA)
- 2 days ago
- National City, CA (20 miles from Lakeside, 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....
- La Mesa, CA (12 miles from Lakeside, CA)
- 2 days ago
- La Mesa, CA (12 miles from Lakeside, CA)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 28-Apr-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
- Coronado, CA (23 miles from Lakeside, CA)
- 2 days ago
- Coronado, CA (23 miles from Lakeside, CA)
- 2 days ago
Series 7, 66 (BD/RIA) Series 65 (RIA Only) Insurance Licenses 4+ years of experience within the wealth management industry Ability to source and convert prospects to clients and provide high-level planning-oriented...
Financial Advisor- Sales (Career Changers Encouraged)
- San Diego, CA (22 miles from Lakeside, CA)
- 2 days ago
- San Diego, CA (22 miles from Lakeside, CA)
- 2 days ago
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial...
- San Diego, CA (22 miles from Lakeside, CA)
- 3 days ago
- San Diego, CA (22 miles from Lakeside, CA)
- 3 days ago
At SteelPeak Wealth, we operate with a growth mindset. We are seeking San Diego-based advisors who are ready to join an RIA that surrounds them with resources and talent so they can focus on what...
- San Diego, CA (22 miles from Lakeside, CA)
- 10 days ago
- San Diego, CA (22 miles from Lakeside, CA)
- 10 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 (22 miles from Lakeside, CA)
- 13 days ago
- San Diego, CA (22 miles from Lakeside, CA)
- 13 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...
Senior Financial Services Officer- San Diego Main
- San Diego, CA (22 miles from Lakeside, CA)
- 30+ days ago
- San Diego, CA (22 miles from Lakeside, CA)
- 30+ 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 (20 miles from Lakeside, CA)
- 30+ days ago
- San Diego, CA (20 miles from Lakeside, 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 (20 miles from Lakeside, CA)
- 90+ days ago
- San Diego, CA (20 miles from Lakeside, 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 (22 miles from Lakeside, CA)
- 30+ days ago
- San Diego, CA (22 miles from Lakeside, 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 (22 miles from Lakeside, CA)
- 30+ days ago
- San Diego, CA (22 miles from Lakeside, 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 (22 miles from Lakeside, CA)
- 45+ days ago
- San Diego, CA (22 miles from Lakeside, CA)
- 45+ 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...
Undergraduate Student Financial Services Advisor Point Loma Nazarene University
- San Diego, CA (22 miles from Lakeside, CA)
- 45+ days ago
- San Diego, CA (22 miles from Lakeside, CA)
- 45+ 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...
Demographic Data for Lakeside, CA
Moving to Lakeside, CA? Find some basic demographic data about Lakeside, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lakeside, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lakeside, 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
- Mortgage Lending
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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