Personal Banker Jobs in Dana Point, CA
Personal Banker San Juan Capistrano
- Wells Fargo
- San Juan Capistrano, CA (10 miles from Dana Point, CA)
- 22 hours ago
- San Juan Capistrano, CA (10 miles from Dana Point, CA)
- 22 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
- Laguna Niguel, CA (9 miles from Dana Point, CA)
- 22 hours ago
- Laguna Niguel, CA (9 miles from Dana Point, CA)
- 22 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
- San Clemente, CA (8 miles from Dana Point, CA)
- 22 hours ago
- San Clemente, CA (8 miles from Dana Point, CA)
- 22 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
- Ladera Ranch, CA (6 miles from Dana Point, CA)
- 22 hours ago
- Ladera Ranch, CA (6 miles from Dana Point, CA)
- 22 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- Edward Jones
- Irvine, CA (20 miles from Dana Point, CA)
- 7 days ago
- Irvine, CA (20 miles from Dana Point, CA)
- 7 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 TimeFinancial Advisor Financial Advisor
- Edward Jones
- Irvine, CA (20 miles from Dana Point, CA)
- 7 days ago
- Irvine, CA (20 miles from Dana Point, CA)
- 7 days ago
Financial Advisor Edward Jones 3.8 ( ) Irvine, CA on company site Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports...
In PersonSenior Financial Services Officer - Murrieta
- Banc of California
- Murrieta, CA (23 miles from Dana Point, CA)
- 8 days ago
- Murrieta, CA (23 miles from Dana Point, CA)
- 8 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
- 8 days ago
- Dana Point, CA
- 8 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 Person- The Baldwin Group
- Irvine, CA (20 miles from Dana Point, CA)
- 9 days ago
- Irvine, CA (20 miles from Dana Point, CA)
- 9 days ago
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk...
In Person- Edward Jones
- Irvine, CA (20 miles from Dana Point, CA)
- 14 days ago
- Irvine, CA (20 miles from Dana Point, CA)
- 14 days ago
This job posting is anticipated to remain open for 30 days, from 30-Oct-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
In PersonSenior Client Service Consultant
- MetLife, Inc.
- Irvine, CA (20 miles from Dana Point, CA)
- 14 days ago
- Irvine, CA (20 miles from Dana Point, CA)
- 14 days ago
Job Description: The Client Services Consultant II will be responsible for the end-to-end client experience for a block of Jumbo sized Association relationships that range from 10,000 to over...
In PersonPersonal Banker Coastal OC District
- Wells Fargo
- Newport Coast, CA (13 miles from Dana Point, CA)
- 30+ days ago
- Newport Coast, CA (13 miles from Dana Point, CA)
- 30+ 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 Person- Sagient - A Subsidiary Mass Mutual
- Irvine, CA (20 miles from Dana Point, CA)
- 30+ days ago
- Irvine, CA (20 miles from Dana Point, CA)
- 30+ 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 PersonJPMorgan Private Client Relationship Manager Irvine, CA
- JP Morgan
- Irvine, CA (20 miles from Dana Point, CA)
- 60+ days ago
- Irvine, CA (20 miles from Dana Point, CA)
- 60+ 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 Dana Point, CA)
- 90+ days ago
- Costa Mesa, CA (20 miles from Dana Point, 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 Dana Point, CA
Moving to Dana Point, CA? Find some basic demographic data about Dana Point, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Dana Point, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Dana Point, 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
- Asset Allocation
- Mutual Funds
- Account Maintenance
- Nationwide Mortgage Licensing System & Registry
- Retail Banking
- Consumer Lending
- BSA
- Annuities
- Wealth Management
- Investment Banking
- Cross Selling
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Fraud Investigation
- Financial Services
- Mortgage Processing
- Customer Support
- Complaint Resolution
- Customer Satisfaction
- Cash Handling
- Notary Public
- Referrals
- Closing
- Retail
- Risk Management
- Inbound/Outbound Calling
- Relationship Management
- High School Diploma
- Friendliness
- Written Communication
- Military Background
- Customer Relations
- Negotiation
- Telephone Skills
- Coaching
- Investigation
- Reporting
- Flexibility
- Policy Development
- Sales
- Regulations
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
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