Personal Banker Jobs in San Juan Capistrano, CA
- Edward Jones
- Fountain Valley, CA (24 miles from San Juan Capistrano, CA)
- moments ago
- Fountain Valley, CA (24 miles from San Juan Capistrano, CA)
- moments ago
Job Overview This job posting is anticipated to remain open for 30 days, from 20-Nov-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
In PersonRoving Personal Banker Inland Valley
- Wells Fargo
- Lake Elsinore, CA (9 miles from San Juan Capistrano, CA)
- 1 day ago
- Lake Elsinore, CA (9 miles from San Juan Capistrano, CA)
- 1 day 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 PersonPersonal Banker Coastal OC District
- Wells Fargo
- Costa Mesa, CA (21 miles from San Juan Capistrano, CA)
- 1 day ago
- Costa Mesa, CA (21 miles from San Juan Capistrano, CA)
- 1 day 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, Mission Viejo Branch, Officer
- Citigroup, Inc.
- Mission Viejo, CA
- 2 days ago
- Mission Viejo, CA
- 2 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 - Fountain Valley, CA - Market 28, Region 225
- Edward Jones
- Fountain Valley, CA (24 miles from San Juan Capistrano, CA)
- 3 days ago
- Fountain Valley, CA (24 miles from San Juan Capistrano, CA)
- 3 days ago
Opportunity Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them...
In PersonFinancial Advisor - Laguna Hills, CA - Market 28, Region 076
- Edward Jones
- Laguna Hills, CA (10 miles from San Juan Capistrano, CA)
- 3 days ago
- Laguna Hills, CA (10 miles from San Juan Capistrano, CA)
- 3 days ago
Opportunity Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them...
In PersonRoving Personal Banker- Inland Orange County District
- Wells Fargo
- Fountain Valley, CA (24 miles from San Juan Capistrano, CA)
- 3 days ago
- Fountain Valley, CA (24 miles from San Juan Capistrano, CA)
- 3 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 PersonFinancial Advisor - Oceanside, NY Oceanside, CA, USA
- TD Bank Group
- Oceanside, CA (22 miles from San Juan Capistrano, CA)
- 4 days ago
- Oceanside, CA (22 miles from San Juan Capistrano, CA)
- 4 days ago
Financial Advisor - Oceanside, NYWork Location: Oceanside, New York, United States of America Hours: 40 Pay Details: $72,280 - $108,160 USD TD is committed to providing fair and equitable...
In Person- B10 Wells Fargo Bank, N. A.
- Lake Forest, CA (9 miles from San Juan Capistrano, CA)
- 4 days ago
- Lake Forest, CA (9 miles from San Juan Capistrano, CA)
- 4 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- Wells Fargo
- Rancho Santa Margarita, CA (4 miles from San Juan Capistrano, CA)
- 4 days ago
- Rancho Santa Margarita, CA (4 miles from San Juan Capistrano, CA)
- 4 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 PersonFinancial Advisor - No Experience Required
- East Irvine, CA (14 miles from San Juan Capistrano, CA)
- 6 days ago
- East Irvine, CA (14 miles from San Juan Capistrano, 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...
In Person- Wells Fargo
- Temecula, CA (23 miles from San Juan Capistrano, CA)
- 8 days ago
- Temecula, CA (23 miles from San Juan Capistrano, CA)
- 8 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- PNC
- Corona, CA (21 miles from San Juan Capistrano, CA)
- 18 days ago
- Corona, CA (21 miles from San Juan Capistrano, CA)
- 18 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Corona, CA....
In PersonFinancial Advisor - Oceanside, NY
- TD Bank Group
- Oceanside, CA (22 miles from San Juan Capistrano, CA)
- 21 days ago
- Oceanside, CA (22 miles from San Juan Capistrano, CA)
- 21 days ago
Work Location: Oceanside, New York, United States of America Hours: 40 Pay Details: $72,280 - $108,160 USD TD is committed to providing fair and equitable compensation opportunities to all...
In Person- Mechanics Bank
- Irvine, CA (16 miles from San Juan Capistrano, CA)
- 27 days ago
- Irvine, CA (16 miles from San Juan Capistrano, CA)
- 27 days ago
Minimum one to three years experience as a Personal Banker or equivalent experience in a fast paced, ever-changing environment. New Account opening experience....
In PersonDemographic Data for San Juan Capistrano, CA
Moving to San Juan Capistrano, CA? Find some basic demographic data about San Juan Capistrano, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in San Juan Capistrano, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in San Juan Capistrano, 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
- Private Banking
- Financial Accounting Standards
- Asset Allocation
- Mutual Funds
- Wealth Management
- Consumer Lending
- Estate Planning
- Nationwide Mortgage Licensing System & Registry
- Retail Banking
- BSA
- Securities and Exchange Commission
- Cross Selling
- Lending
- Investment Management
- Financial Planning
- Client Relationships
- Fraud Investigation
- Financial Services
- Mortgage Processing
- Prospecting
- Acquisitions
- Customer Satisfaction
- Cash Handling
- Notary Public
- Referrals
- Risk Management
- Networking
- Retail
- Inbound/Outbound Calling
- Relationship Management
- High School Diploma
- Written Communication
- Customer Relations
- Military Background
- Reporting
- Telephone Skills
- Coaching
- Policy Development
- Flexibility
- Regulations
- Sales
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
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