Personal Banker Jobs in San Ysidro, 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.
- San Diego, CA (1 mile from San Ysidro, CA)
- 9 hours ago
- San Diego, CA (1 mile from San Ysidro, CA)
- 9 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....
Personal Banker Solana Beach Encinitas
- Solana Beach, CA (19 miles from San Ysidro, CA)
- 20 hours ago
- Solana Beach, CA (19 miles from San Ysidro, CA)
- 20 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....
- San Diego, CA (1 mile from San Ysidro, CA)
- 20 hours ago
- San Diego, CA (1 mile from San Ysidro, CA)
- 20 hours 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 (1 mile from San Ysidro, CA)
- 1 day ago
- San Diego, CA (1 mile from San Ysidro, CA)
- 1 day 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
- Solana Beach, CA (19 miles from San Ysidro, CA)
- 4 days ago
- Solana Beach, CA (19 miles from San Ysidro, CA)
- 4 days 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...
Wealth Financial Advisor - San Diego, CA
- San Diego, CA (1 mile from San Ysidro, CA)
- 5 days ago
- San Diego, CA (1 mile from San Ysidro, CA)
- 5 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...
- San Diego, CA (1 mile from San Ysidro, CA)
- 8 days ago
- San Diego, CA (1 mile from San Ysidro, CA)
- 8 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...
Private Client Banker - Del Mar Heights Branch - San Diego, CA
- San Diego, CA (1 mile from San Ysidro, CA)
- 9 days ago
- San Diego, CA (1 mile from San Ysidro, CA)
- 9 days ago
JobID: 210638064 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-23T15:52:12+00:00 JobShift: Base Pay/Salary: San Diego,CA $25.00-$32.69 You have a passion for taking...
Personal Banker SAFE Act- Encinitas Branch
- Encinitas, CA (23 miles from San Ysidro, CA)
- 20 days ago
- Encinitas, CA (23 miles from San Ysidro, CA)
- 20 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....
- Chula Vista, CA (6 miles from San Ysidro, CA)
- 21 days ago
- Chula Vista, CA (6 miles from San Ysidro, CA)
- 21 days ago
Representative, Personal Banker, Financial Service Representative, etc....
- San Diego, CA (1 mile from San Ysidro, CA)
- 30+ days ago
- San Diego, CA (1 mile from San Ysidro, CA)
- 30+ days ago
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. Join a financial services firm where your contributions...
Merrill Experienced Financial Advisor
- San Diego, CA (1 mile from San Ysidro, CA)
- 30+ days ago
- San Diego, CA (1 mile from San Ysidro, 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....
Financial Advisor - Paid Training Provided
- La Mesa, CA (9 miles from San Ysidro, CA)
- 30+ days ago
- La Mesa, CA (9 miles from San Ysidro, CA)
- 30+ 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 (11 miles from San Ysidro, CA)
- 45+ days ago
- La Jolla, CA (11 miles from San Ysidro, CA)
- 45+ 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...
JPMorgan Private Client Relationship Manager San Diego, CA
- San Diego, CA (1 mile from San Ysidro, CA)
- 45+ days ago
- San Diego, CA (1 mile from San Ysidro, CA)
- 45+ days ago
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships...
Demographic Data for San Ysidro, CA
Moving to San Ysidro, CA? Find some basic demographic data about San Ysidro, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in San Ysidro, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in San Ysidro, 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
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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