Personal Banker Jobs in Capistrano Beach, CA
Personal Banker Foothills OC District
- Lake Forest, CA (9 miles from Capistrano Beach, CA)
- 1 day ago
- Lake Forest, CA (9 miles from Capistrano Beach, 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....
- Laguna Niguel, CA (9 miles from Capistrano Beach, CA)
- 3 days ago
- Laguna Niguel, CA (9 miles from Capistrano Beach, CA)
- 3 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....
- Aliso Viejo, CA (9 miles from Capistrano Beach, CA)
- 3 days ago
- Aliso Viejo, CA (9 miles from Capistrano Beach, CA)
- 3 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....
- Fountain Valley, CA (23 miles from Capistrano Beach, CA)
- 4 days ago
- Fountain Valley, CA (23 miles from Capistrano Beach, CA)
- 4 days ago
This job posting is anticipated to remain open for 30 days, from 22-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor - Career Change Opportunity
- Fountain Valley, CA (23 miles from Capistrano Beach, CA)
- 4 days ago
- Fountain Valley, CA (23 miles from Capistrano Beach, CA)
- 4 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 22-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Advisor - Orange County
- Costa Mesa, CA (20 miles from Capistrano Beach, CA)
- 6 days ago
- Costa Mesa, CA (20 miles from Capistrano Beach, CA)
- 6 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
- Oceanside, CA (22 miles from Capistrano Beach, CA)
- 6 days ago
- Oceanside, CA (22 miles from Capistrano Beach, CA)
- 6 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 - No Experience Required
- Irvine, CA (20 miles from Capistrano Beach, CA)
- 9 days ago
- Irvine, CA (20 miles from Capistrano Beach, CA)
- 9 days ago
Financial Advisor - No Experience Required (Irvine) compensation: Commissions employment type: job title: Financial Advisor Interested in becoming a financial advisor but do not have experience?...
- Irvine, CA (20 miles from Capistrano Beach, CA)
- 12 days ago
- Irvine, CA (20 miles from Capistrano Beach, CA)
- 12 days ago
Personal Banker Position Summary Under the direction of the Team Leader, our Senior Personal Bankers are responsible for providing clients with both personal and business banking solutions to meet their...
Retail Personal Banker II - Lake Forest - Full Time
- Lake Forest, CA (9 miles from Capistrano Beach, CA)
- 30+ days ago
- Lake Forest, CA (9 miles from Capistrano Beach, CA)
- 30+ days ago
Banker job family....
- Irvine, CA (20 miles from Capistrano Beach, CA)
- 30+ days ago
- Irvine, CA (20 miles from Capistrano Beach, CA)
- 30+ days ago
This job posting is anticipated to remain open for 30 days, from 13-Jun-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
Merrill Experienced Financial Advisor
- Newport Beach, CA (13 miles from Capistrano Beach, CA)
- 60+ days ago
- Newport Beach, CA (13 miles from Capistrano Beach, CA)
- 60+ 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....
JPMorgan Private Client Relationship Manager Irvine, CA
- Irvine, CA (20 miles from Capistrano Beach, CA)
- 60+ days ago
- Irvine, CA (20 miles from Capistrano Beach, CA)
- 60+ 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...
Financial Advisor - Costa Mesa
- Costa Mesa, CA (20 miles from Capistrano Beach, CA)
- 90+ days ago
- Costa Mesa, CA (20 miles from Capistrano Beach, 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...
Demographic Data for Capistrano Beach, CA
Moving to Capistrano Beach, CA? Find some basic demographic data about Capistrano Beach, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Capistrano Beach, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Capistrano Beach, 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
- Dodd-Frank
- Account Opening
- Commercial Banking
- Nationwide Mortgage Licensing System & Registry
- Mutual Funds
- Retail Banking
- Consumer Lending
- Account Maintenance
- BSA
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Financial Services
- Financial Planning
- Fraud Investigation
- Consultative Sales
- Compensation and Benefits
- Business Planning
- Customer Satisfaction
- Notary Public
- Cash Handling
- Referrals
- Inbound/Outbound Calling
- Relationship Management
- Closing
- Risk Management
- Retail
- Written Communication
- Customer Relations
- Military Background
- High School Diploma
- Business Development
- Math
- Interpersonal Skills
- Telephone Skills
- Reporting
- Flexibility
- Policy Development
- Coaching
- Problem Solving
- Regulations
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills