Personal Banker Jobs in San Clemente, CA
Financial Advisor - Certification Provided
- Carlsbad, CA (21 miles from San Clemente, CA)
- 21 days ago
- Carlsbad, CA (21 miles from San Clemente, CA)
- 21 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker Bilingual Spanish Fallbrook
- Fallbrook, CA (13 miles from San Clemente, CA)
- 4 hours ago
- Fallbrook, CA (13 miles from San Clemente, CA)
- 4 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....
Financial Advisor - Greater San Diego and Surrounding Areas
- Oceanside, CA (13 miles from San Clemente, CA)
- 1 day ago
- Oceanside, CA (13 miles from San Clemente, CA)
- 1 day 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...
Financial Advisor - No Experience Required
- East Irvine, CA (23 miles from San Clemente, CA)
- 6 days ago
- East Irvine, CA (23 miles from San Clemente, CA)
- 6 days 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...
- Laguna Hills, CA (18 miles from San Clemente, CA)
- 7 days ago
- Laguna Hills, CA (18 miles from San Clemente, CA)
- 7 days ago
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. Join a financial services firm where your contributions...
- Carlsbad, CA (21 miles from San Clemente, CA)
- 26 days ago
- Carlsbad, CA (21 miles from San Clemente, CA)
- 26 days ago
Lead the Way in Wealth Management: Lead Financial Advisor Role in Carlsbad, CA Are you a seasoned financial professional who thrives on cultivating deep client relationships and mentoring future financial...
- Newport Beach, CA (22 miles from San Clemente, CA)
- 28 days ago
- Newport Beach, CA (22 miles from San Clemente, CA)
- 28 days ago
Experienced Financial Advisor (Newport Beach) Newport Premier Wealth Management compensation: 100% Commission employment type: experience level: mid level job title: Wealth Advisor Seeking current Financial...
Remote WorkRetail Personal Banker II - Lake Forest - Full Time
- Lake Forest, CA (17 miles from San Clemente, CA)
- 30+ days ago
- Lake Forest, CA (17 miles from San Clemente, CA)
- 30+ days ago
Banker job family....
Merrill Experienced Financial Advisor
- Newport Beach, CA (22 miles from San Clemente, CA)
- 45+ days ago
- Newport Beach, CA (22 miles from San Clemente, CA)
- 45+ 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....
Financial Advisor - Temecula and Surrounding Areas
- Temecula, CA (23 miles from San Clemente, CA)
- 90+ days ago
- Temecula, CA (23 miles from San Clemente, 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...
Demographic Data for San Clemente, CA
Moving to San Clemente, CA? Find some basic demographic data about San Clemente, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in San Clemente, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in San Clemente, 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
- Account Opening
- Commercial Banking
- Nationwide Mortgage Licensing System & Registry
- Retirement Planning
- Retail Banking
- Consumer Lending
- Account Maintenance
- BSA
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Financial Services
- Financial Planning
- Fraud Investigation
- Consultative Sales
- Compensation and Benefits
- Business Planning
- Customer Satisfaction
- Notary Public
- Cash Handling
- Referrals
- Networking
- Inbound/Outbound Calling
- Relationship Management
- Risk Management
- Retail
- Written Communication
- Customer Relations
- Military Background
- High School Diploma
- Business Development
- Math
- Interpersonal Skills
- Telephone Skills
- Reporting
- Flexibility
- Policy Development
- Coaching
- Problem Solving
- Regulations
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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