Personal Banker Jobs in Poway, 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 Advisor - Certification Provided
- Carlsbad, CA (18 miles from Poway, CA)
- 6 days ago
- Carlsbad, CA (18 miles from Poway, CA)
- 6 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker Bilingual Spanish South San Diego
- Chula Vista, CA (24 miles from Poway, CA)
- 1 hour ago
- Chula Vista, CA (24 miles from Poway, 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....
Financial Service Representative I/Personal Banker Exemption Classification Non-Exempt Hours per Week 40 Location Address Poway Branch-14099 Stowe Drive, Poway, CA 92064 What will I do in this role?...
- San Diego, CA (21 miles from Poway, CA)
- 4 days ago
- San Diego, CA (21 miles from Poway, 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....
- San Diego, CA (21 miles from Poway, CA)
- 5 days ago
- San Diego, CA (21 miles from Poway, CA)
- 5 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....
- San Diego, CA (21 miles from Poway, CA)
- 6 days ago
- San Diego, CA (21 miles from Poway, CA)
- 6 days ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients....
Personal Banker Bilingual Spanish Central San Diego
- San Diego, CA (21 miles from Poway, CA)
- 6 days ago
- San Diego, CA (21 miles from Poway, CA)
- 6 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 Costa, CA (14 miles from Poway, CA)
- 10 days ago
- La Costa, CA (14 miles from Poway, CA)
- 10 days ago
Lead the Way in Wealth Management: Lead Financial Advisor Role in Carlsbad, CA Are you a seasoned financial professional who thrives on cultivating deep client relationships and mentoring future financial...
Wealth Financial Advisor - San Diego, CA
- San Diego, CA (21 miles from Poway, CA)
- 11 days ago
- San Diego, CA (21 miles from Poway, CA)
- 11 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...
- Carlsbad, CA (18 miles from Poway, CA)
- 12 days ago
- Carlsbad, CA (18 miles from Poway, CA)
- 12 days ago
Lead the Way in Wealth Management: Lead Financial Advisor Role in Carlsbad, CA Are you a seasoned financial professional who thrives on cultivating deep client relationships and mentoring future financial...
- San Diego, CA (21 miles from Poway, CA)
- 13 days ago
- San Diego, CA (21 miles from Poway, CA)
- 13 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...
Personal Banker SAFE Act- Encinitas Branch
- Encinitas, CA (16 miles from Poway, CA)
- 25 days ago
- Encinitas, CA (16 miles from Poway, CA)
- 25 days ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
Private Client Banker - Pacific Highlands Ranch Branch - San Diego, CA
- San Diego, CA (21 miles from Poway, CA)
- 28 days ago
- San Diego, CA (21 miles from Poway, CA)
- 28 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...
- Carlsbad, CA (18 miles from Poway, CA)
- 30+ days ago
- Carlsbad, CA (18 miles from Poway, CA)
- 30+ days ago
This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Merrill Experienced Financial Advisor
- San Diego, CA (21 miles from Poway, CA)
- 30+ days ago
- San Diego, CA (21 miles from Poway, 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....
Demographic Data for Poway, CA
Moving to Poway, CA? Find some basic demographic data about Poway, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Poway, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Poway, 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
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Commercial Banking
- Account Maintenance
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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