Personal Banker Jobs in Rancho Santa Fe, CA
- Edward Jones
- San Diego, CA (21 miles from Rancho Santa Fe, CA)
- 19 hours ago
- San Diego, CA (21 miles from Rancho Santa Fe, CA)
- 19 hours 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 PersonMerrill Market Client Relationship Manager
- Bank Of America
- San Diego, CA (21 miles from Rancho Santa Fe, CA)
- 3 days ago
- San Diego, CA (21 miles from Rancho Santa Fe, CA)
- 3 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 PersonAssociate Roving Personal Banker - East San Diego
- Wells Fargo
- La Mesa, CA (21 miles from Rancho Santa Fe, CA)
- 5 days ago
- La Mesa, CA (21 miles from Rancho Santa Fe, CA)
- 5 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
In PersonRoving Personal Banker Inland Valley District
- Wells Fargo
- Escondido, CA (11 miles from Rancho Santa Fe, CA)
- 6 days ago
- Escondido, CA (11 miles from Rancho Santa Fe, CA)
- 6 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
In PersonMerrill Associate Client Relationship Manager Merrill Associate Client Relationship Manager
- Merrill
- San Diego, CA (21 miles from Rancho Santa Fe, CA)
- 7 days ago
- San Diego, CA (21 miles from Rancho Santa Fe, CA)
- 7 days ago
Merrill Associate Client Relationship Manager Merrill 4 ( ) Multiple Locations for later Why you should apply for a job to Merrill : 4/5 in overall job satisfaction 4.6/5 in supportive management...
In PersonSenior Financial Services Officer - La Jolla
- Banc of California
- La Jolla, CA (11 miles from Rancho Santa Fe, CA)
- 8 days ago
- La Jolla, CA (11 miles from Rancho Santa Fe, 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- Wells Fargo
- San Marcos, CA (11 miles from Rancho Santa Fe, CA)
- 9 days ago
- San Marcos, CA (11 miles from Rancho Santa Fe, CA)
- 9 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 PersonMerrill Associate Client Relationship Manager
- Bank Of America
- San Diego, CA (21 miles from Rancho Santa Fe, CA)
- 13 days ago
- San Diego, CA (21 miles from Rancho Santa Fe, CA)
- 13 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 - No Experience Required
- San Diego, CA (21 miles from Rancho Santa Fe, CA)
- 16 days ago
- San Diego, CA (21 miles from Rancho Santa Fe, CA)
- 16 days ago
Financial Advisor - No Experience Required compensation: Commission employment type: experience level: no experience required job title: Financial Advisor Financial Advisor - No Experience...
In Person Part Time- North Island Credit Union
- La Mesa, CA (21 miles from Rancho Santa Fe, CA)
- 21 days ago
- La Mesa, CA (21 miles from Rancho Santa Fe, CA)
- 21 days ago
Reviews documentation and forwards to Consumer Lending for review and approval on loans that are not system-approved. Communicates the loan disposition to member (approved, counter-offer, denied)....
In PersonFinancial Advisor Trainee-San Diego, CA
- Raymond James
- San Diego, CA (21 miles from Rancho Santa Fe, CA)
- 22 days ago
- San Diego, CA (21 miles from Rancho Santa Fe, CA)
- 22 days ago
Job Description Summary Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and...
In PersonPersonal Banker North San Diego
- Wells Fargo
- San Diego, CA (21 miles from Rancho Santa Fe, CA)
- 23 days ago
- San Diego, CA (21 miles from Rancho Santa Fe, CA)
- 23 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 Bilingual Spanish La Jolla Girard
- Wells Fargo
- La Jolla, CA (11 miles from Rancho Santa Fe, CA)
- 23 days ago
- La Jolla, CA (11 miles from Rancho Santa Fe, CA)
- 23 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 SAFE Act - Escondido Branch
- Citigroup
- Escondido, CA (11 miles from Rancho Santa Fe, CA)
- 23 days ago
- Escondido, CA (11 miles from Rancho Santa Fe, CA)
- 23 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- Old Mutual Limited Ltd.
- San Diego, CA (19 miles from Rancho Santa Fe, CA)
- 26 days ago
- San Diego, CA (19 miles from Rancho Santa Fe, CA)
- 26 days ago
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Advisor We are looking for...
In PersonDemographic Data for Rancho Santa Fe, CA
Moving to Rancho Santa Fe, CA? Find some basic demographic data about Rancho Santa Fe, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Rancho Santa Fe, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Rancho Santa Fe, 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
- 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
- Friendliness
- Written Communication
- Business Development
- Military Background
- Customer Relations
- Negotiation
- Telephone Skills
- Coaching
- Investigation
- Reporting
- Flexibility
- Policy Development
- Regulations
- Sales
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
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