Personal Banker Jobs in San Luis Rey, 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 Service Representative I/Personal Banker
- Solana Beach, CA (22 miles from San Luis Rey, CA)
- 1 day ago
- Solana Beach, CA (22 miles from San Luis Rey, CA)
- 1 day ago
Financial Service Representative I/Personal Banker Exemption Classification Non-Exempt Hours per Week 40 Location Address Solana Beach Branch-677 Lomas Santa Fe, Solana Beach, CA 92075 What will I do...
- La Costa, CA (16 miles from San Luis Rey, CA)
- 2 days ago
- La Costa, CA (16 miles from San Luis Rey, CA)
- 2 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...
- Carlsbad, CA (11 miles from San Luis Rey, CA)
- 3 days ago
- Carlsbad, CA (11 miles from San Luis Rey, CA)
- 3 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...
Financial Advisor - Career Change Opportunity
- San Marcos, CA (12 miles from San Luis Rey, CA)
- 6 days ago
- San Marcos, CA (12 miles from San Luis Rey, CA)
- 6 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 23-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Mission Viejo, CA (22 miles from San Luis Rey, CA)
- 14 days ago
- Mission Viejo, CA (22 miles from San Luis Rey, CA)
- 14 days ago
This job posting is anticipated to remain open for 30 days, from 16-Jun-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
Personal Banker SAFE Act- Encinitas Branch
- Encinitas, CA (19 miles from San Luis Rey, CA)
- 17 days ago
- Encinitas, CA (19 miles from San Luis Rey, CA)
- 17 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....
- Carlsbad, CA (11 miles from San Luis Rey, CA)
- 25 days ago
- Carlsbad, CA (11 miles from San Luis Rey, CA)
- 25 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...
- Carlsbad, CA (11 miles from San Luis Rey, CA)
- 60+ days ago
- Carlsbad, CA (11 miles from San Luis Rey, CA)
- 60+ days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Carlsbad, California. Bilingual Spanish preferred....
- Carlsbad, CA (16 miles from San Luis Rey, CA)
- 60+ days ago
- Carlsbad, CA (16 miles from San Luis Rey, CA)
- 60+ days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Carlsbad, California. Bilingual Spanish preferred....
Financial Advisor - Temecula and Surrounding Areas
- Temecula, CA (15 miles from San Luis Rey, CA)
- 90+ days ago
- Temecula, CA (15 miles from San Luis Rey, CA)
- 90+ 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...
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in San Luis Rey, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in San Luis Rey, 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
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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