Personal Banker Jobs in Coto De Caza, CA
Personal Banker Foothills OC District
- Wells Fargo
- Tustin, CA (17 miles from Coto De Caza, CA)
- 19 hours ago
- Tustin, CA (17 miles from Coto De Caza, CA)
- 19 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....
In Person- Wells Fargo
- Corona, CA (16 miles from Coto De Caza, CA)
- 6 days ago
- Corona, CA (16 miles from Coto De Caza, 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....
In PersonPersonal Banker Coastal OC District
- Wells Fargo
- Costa Mesa, CA (20 miles from Coto De Caza, CA)
- 6 days ago
- Costa Mesa, CA (20 miles from Coto De Caza, 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....
In PersonPersonal Banker Downtown OC District
- Wells Fargo
- Garden Grove, CA (24 miles from Coto De Caza, CA)
- 6 days ago
- Garden Grove, CA (24 miles from Coto De Caza, 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....
In PersonSenior Client Relationship Manager - Hybrid (Irvine, CA)
- One Digital
- Irvine, CA (13 miles from Coto De Caza, CA)
- 6 days ago
- Irvine, CA (13 miles from Coto De Caza, CA)
- 6 days ago
Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a...
HybridPersonal Banker SAFE Act, Mission Viejo Branch, Officer
- Citigroup
- Mission Viejo, CA (4 miles from Coto De Caza, CA)
- 8 days ago
- Mission Viejo, CA (4 miles from Coto De Caza, CA)
- 8 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....
In Person- Edward Jones
- Fountain Valley, CA (23 miles from Coto De Caza, CA)
- 9 days ago
- Fountain Valley, CA (23 miles from Coto De Caza, CA)
- 9 days ago
This job posting is anticipated to remain open for 30 days, from 20-Oct-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
In PersonPersonal Banker SAFE Act, Irvine Branch, Officer
- Citigroup
- Irvine, CA (13 miles from Coto De Caza, CA)
- 13 days ago
- Irvine, CA (13 miles from Coto De Caza, CA)
- 13 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....
In PersonFinancial Advisor - Career Change Opportunity
- Edward Jones
- Laguna Hills, CA (10 miles from Coto De Caza, CA)
- 14 days ago
- Laguna Hills, CA (10 miles from Coto De Caza, CA)
- 14 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 14-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
In PersonFinancial Advisor - No Experience Required
- Irvine, CA (13 miles from Coto De Caza, CA)
- 14 days ago
- Irvine, CA (13 miles from Coto De Caza, CA)
- 14 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?...
In Person- PNC
- Corona, CA (16 miles from Coto De Caza, CA)
- 22 days ago
- Corona, CA (16 miles from Coto De Caza, CA)
- 22 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Corona, CA. Bilingual Spanish Preferred....
In Person- Sagient - A Subsidiary Mass Mutual
- Irvine, CA (13 miles from Coto De Caza, CA)
- 28 days ago
- Irvine, CA (13 miles from Coto De Caza, CA)
- 28 days ago
Financial Advisor Mass Mutual, a Fortune 125 Company, is currently seeking self-motivated, driven individuals with enterprising spirits, integrity, and a passion for making a positive impact on...
In Person- JPMorgan Chase
- Lake Forest, CA (9 miles from Coto De Caza, CA)
- 45+ days ago
- Lake Forest, CA (9 miles from Coto De Caza, CA)
- 45+ days ago
Private Client Banker - Foothill Ranch - Foothill Ranch, CA JPMorgan Chase 3.3 ( ) Lake Forest, CA for later Why you should apply for a job to JPMorgan Chase : Ranked as one of the 61% say women...
In PersonPrivate Client Banker - Foothill Ranch - Foothill Ranch, CA
- JP Morgan Chase Company
- Lake Forest, CA (9 miles from Coto De Caza, CA)
- 45+ days ago
- Lake Forest, CA (9 miles from Coto De Caza, CA)
- 45+ 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...
In PersonPrivate Client Banker - Foothill Ranch - Foothill Ranch, CA
- JP Morgan
- Foothill Ranch, CA (8 miles from Coto De Caza, CA)
- 45+ days ago
- Foothill Ranch, CA (8 miles from Coto De Caza, CA)
- 45+ 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...
In PersonDemographic Data for Coto De Caza, CA
Moving to Coto De Caza, CA? Find some basic demographic data about Coto De Caza, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Coto De Caza, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Coto De Caza, 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
- Account Opening
- Dodd-Frank
- Commercial Banking
- Mutual Funds
- Account Maintenance
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- Retail Banking
- Consumer Lending
- BSA
- Annuities
- Wealth Management
- Cross Selling
- Securities and Exchange Commission
- Lending
- Client Relationships
- Investment Management
- Financial Planning
- Fraud Investigation
- Financial Services
- Mortgage Processing
- Customer Support
- Customer Satisfaction
- Cash Handling
- Notary Public
- Referrals
- Closing
- Risk Management
- Retail
- Inbound/Outbound Calling
- Relationship Management
- High School Diploma
- Military Background
- Friendliness
- Written Communication
- Business Development
- Math
- Customer Relations
- Telephone Skills
- Coaching
- Investigation
- Reporting
- Flexibility
- Policy Development
- Regulations
- Sales
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
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