Personal Banker Jobs in Rcho Santa Fe, CA
- Wells Fargo
- Oceanside, CA (21 miles from Rcho Santa Fe, CA)
- 3 days ago
- Oceanside, CA (21 miles from Rcho Santa Fe, 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....
In PersonMerrill Market Client Relationship Manager
- Bank of America Corporation
- San Diego, CA (21 miles from Rcho Santa Fe, CA)
- 3 days ago
- San Diego, CA (21 miles from Rcho 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 PersonSenior Financial Services Officer - Escondido
- Banc of California
- Escondido, CA (11 miles from Rcho Santa Fe, CA)
- 7 days ago
- Escondido, CA (11 miles from Rcho Santa Fe, CA)
- 7 days ago
Prepare documentation for new accounts under the Bank’s CIP/BSA and other Bank policies. Maintain a high-level knowledge of legal documentation required for various entity types....
In PersonFinancial Advisor Financial Advisor
- Edward Jones
- San Diego, CA (21 miles from Rcho Santa Fe, CA)
- 11 days ago
- San Diego, CA (21 miles from Rcho Santa Fe, CA)
- 11 days ago
Financial Advisor Edward Jones 3.8 ( ) San Diego, 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 PersonJPMorgan Private Client Relationship Manager - La Jolla, CA
- JPMorgan Chase Bank, N.A.
- San Diego, CA (21 miles from Rcho Santa Fe, CA)
- 11 days ago
- San Diego, CA (21 miles from Rcho Santa Fe, CA)
- 11 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...
In Person- Edward Jones
- San Diego, CA (21 miles from Rcho Santa Fe, CA)
- 17 days ago
- San Diego, CA (21 miles from Rcho Santa Fe, CA)
- 17 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. Join a financial services firm where your contributions...
In PersonSenior Financial Services Officer - La Jolla
- Banc of California
- La Jolla, CA (11 miles from Rcho Santa Fe, CA)
- 25 days ago
- La Jolla, CA (11 miles from Rcho Santa Fe, CA)
- 25 days ago
Prepare documentation for new accounts under the Bank’s CIP/BSA and other Bank policies. Maintain a high-level knowledge of legal documentation required for various entity types....
In Person- North Island Credit Union
- La Mesa, CA (21 miles from Rcho Santa Fe, CA)
- 30+ days ago
- La Mesa, CA (21 miles from Rcho Santa Fe, CA)
- 30+ 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 Person- Old Mutual Limited Ltd.
- San Diego, CA (19 miles from Rcho Santa Fe, CA)
- 30+ days ago
- San Diego, CA (19 miles from Rcho Santa Fe, CA)
- 30+ 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 Person- Accenture
- San Diego, CA (21 miles from Rcho Santa Fe, CA)
- 45+ days ago
- San Diego, CA (21 miles from Rcho Santa Fe, CA)
- 45+ days ago
banking and payments clients throughout the U.S. and Canada....
In Person- Accenture
- San Diego, CA (21 miles from Rcho Santa Fe, CA)
- 60+ days ago
- San Diego, CA (21 miles from Rcho Santa Fe, CA)
- 60+ days ago
Job Description Accenture is a leading global professional services company that helps the world's leading businesses, governments and other organizations build their digital core, optimize their...
In PersonJPMorgan Private Client Relationship Manager - La Jolla, CA
- JPMorgan Chase & Co.
- La Jolla, CA (11 miles from Rcho Santa Fe, CA)
- 60+ days ago
- La Jolla, CA (11 miles from Rcho Santa Fe, CA)
- 60+ days ago
JobID: 210657144 Category: Relationship Manager JobSchedule: Full time Posted Date: 2025-09-01T20:31:36+00:00 JobShift: Base Pay/Salary: La Jolla,CA $150,000.00 - $150,000.00, San Diego,CA...
In PersonJPMorgan Private Client Relationship Manager La Jolla / San Diego, CA
- JP Morgan
- La Jolla, CA (11 miles from Rcho Santa Fe, CA)
- 60+ days ago
- La Jolla, CA (11 miles from Rcho Santa Fe, 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 - Greater San Diego and Surrounding Areas
- Thrivent Financial for Lutherans
- Oceanside, CA (21 miles from Rcho Santa Fe, CA)
- 90+ days ago
- Oceanside, CA (21 miles from Rcho Santa Fe, 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 Person- Wealth Enhancement Group Acquisition
- San Diego, CA (21 miles from Rcho Santa Fe, CA)
- 90+ days ago
- San Diego, CA (21 miles from Rcho Santa Fe, CA)
- 90+ days ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of...
HybridDemographic Data for Rcho Santa Fe, CA
Moving to Rcho Santa Fe, CA? Find some basic demographic data about Rcho Santa Fe, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Rcho Santa Fe, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Rcho 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
- Asset Allocation
- Commercial Banking
- Private Banking
- Mutual Funds
- Account Maintenance
- Nationwide Mortgage Licensing System & Registry
- Retail Banking
- Wealth Management
- Consumer Lending
- BSA
- Cross Selling
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Fraud Investigation
- Financial Services
- Mortgage Processing
- Customer Support
- Complaint Resolution
- Cash Handling
- Customer Satisfaction
- Notary Public
- Referrals
- Retail
- Risk Management
- Inbound/Outbound Calling
- Relationship Management
- High School Diploma
- Friendliness
- Business Development
- 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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