Personal Banker Jobs in Capistrano Beach, CA
Financial Advisor - No Experience Required
- East Irvine, CA (16 miles from Capistrano Beach, CA)
- 1 day ago
- East Irvine, CA (16 miles from Capistrano Beach, CA)
- 1 day ago
Interested in becoming a financial advisor but do not have experience? The role: Once properly licensed, you will be helping clients build a secure financial future. You will be trained to help...
In PersonMerrill Market Client Relationship Manager
- Bank of America Corporation
- Newport Beach, CA (13 miles from Capistrano Beach, CA)
- 4 days ago
- Newport Beach, CA (13 miles from Capistrano Beach, CA)
- 4 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. Merrill...
In PersonFinancial Advisor - Oceanside, NY
- TD Bank Group
- Oceanside, CA (22 miles from Capistrano Beach, CA)
- 15 days ago
- Oceanside, CA (22 miles from Capistrano Beach, CA)
- 15 days ago
Work Location: Oceanside, New York, United States of America Hours: 40 Pay Details: $72,280 - $108,160 USD TD is committed to providing fair and equitable compensation opportunities to all...
In Person- Umpqua Bank Corp
- Irvine, CA (20 miles from Capistrano Beach, CA)
- 16 days ago
- Irvine, CA (20 miles from Capistrano Beach, CA)
- 16 days ago
Also responsible for uncovering and originating consumer lending opportunities....
In Person- Mechanics Bank
- Irvine, CA (20 miles from Capistrano Beach, CA)
- 22 days ago
- Irvine, CA (20 miles from Capistrano Beach, CA)
- 22 days ago
Minimum one to three years experience as a Personal Banker or equivalent experience in a fast paced, ever-changing environment. New Account opening experience....
In Person- Edward Jones
- Aliso Viejo, CA (9 miles from Capistrano Beach, CA)
- 25 days ago
- Aliso Viejo, CA (9 miles from Capistrano Beach, CA)
- 25 days ago
Job OverviewThis job posting is anticipated to remain open for 30 days, from 22-Aug-2025. The posting may close early due to the volume of applicants.If you find yourself at a professional...
In Person- Edward Jones
- 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 06-Nov-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
In Person Full TimeSenior Financial Services Officer - Murrieta
- Banc of California
- Murrieta, CA (23 miles from Capistrano Beach, CA)
- 30+ days ago
- Murrieta, CA (23 miles from Capistrano Beach, CA)
- 30+ days ago
BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the...
In PersonFinancial Services Officer - Dana Point
- Banc of California
- Dana Point, CA
- 30+ days ago
- Dana Point, CA
- 30+ days ago
BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the...
In PersonJPMorgan Private Client Relationship Manager Irvine, CA
- JP Morgan
- Irvine, CA (20 miles from Capistrano Beach, CA)
- 90+ days ago
- Irvine, CA (20 miles from Capistrano Beach, CA)
- 90+ days ago
At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise....
In PersonFinancial Advisor - Orange County
- Thrivent Financial for Lutherans
- 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...
In PersonFinancial Advisor - Greater San Diego and Surrounding Areas
- Thrivent Financial for Lutherans
- Oceanside, CA (22 miles from Capistrano Beach, CA)
- 90+ days ago
- Oceanside, CA (22 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...
In PersonDemographic 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
- Commercial Banking
- Private Banking
- Asset Allocation
- Mutual Funds
- Wealth Management
- Account Maintenance
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Retail Banking
- BSA
- Investment Banking
- Cross Selling
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Financial Services
- Mortgage Processing
- Prospecting
- Acquisitions
- Customer Satisfaction
- Cash Handling
- Notary Public
- Strategy Development
- Referrals
- Networking
- Retail
- Risk Management
- Inbound/Outbound Calling
- Relationship Management
- High School Diploma
- Business Development
- Customer Relations
- Written Communication
- Military Background
- Telephone Skills
- Coaching
- Reporting
- Flexibility
- Policy Development
- Sales
- Regulations
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills