Personal Banker Jobs in Santee, CA
Undergraduate Student Financial Services Advisor
- San Diego, CA (14 miles from Santee, CA)
- 16 hours ago
- San Diego, CA (14 miles from Santee, CA)
- 16 hours ago
Undergraduate Student Financial Services Advisor Point Loma Nazarene University Application First Name Last Name Email address Captcha / Bot check: Copy from here ...to here Click to hear these...
Personal Banker La Jolla Village Square
- La Jolla, CA (13 miles from Santee, CA)
- 1 day ago
- La Jolla, CA (13 miles from Santee, 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....
Financial Advisor - No Experience Required
- San Diego, CA (14 miles from Santee, CA)
- 2 days ago
- San Diego, CA (14 miles from Santee, CA)
- 2 days ago
Financial Advisor No Experience Required About the Role: We are seeking motivated individuals to join our team. In this role, you will guide clients in building a secure financial future....
Private Client Banker - Cardiff by the Sea Branch - Cardiff by the Sea, CA
- Cardiff by the Sea, CA (17 miles from Santee, CA)
- 2 days ago
- Cardiff by the Sea, CA (17 miles from Santee, CA)
- 2 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Undergraduate Student Financial Services Advisor Point Loma Nazarene University
- San Diego, CA (14 miles from Santee, CA)
- 4 days ago
- San Diego, CA (14 miles from Santee, CA)
- 4 days ago
Undergraduate Student Financial Services Advisor Posting Number: R0003938 Location: Point Loma Campus - San Diego, CA PLNU is a Christian liberal arts university in the evangelical, Wesleyan...
- San Diego, CA (14 miles from Santee, CA)
- 5 days ago
- San Diego, CA (14 miles from Santee, CA)
- 5 days ago
This job posting is anticipated to remain open for 30 days, from 24-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Merrill Experienced Financial Advisor
- San Diego, CA (14 miles from Santee, CA)
- 5 days ago
- San Diego, CA (14 miles from Santee, CA)
- 5 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....
- San Diego, CA (14 miles from Santee, CA)
- 6 days ago
- San Diego, CA (14 miles from Santee, CA)
- 6 days ago
Now Hiring: Hybrid Financial Advisor in San Diego Ready to expand your book and your earning potential? Join Priority Financial Group (PFG), a prominent financial firm with over 20 years in the...
Financial Advisor - (Sales Role, Training Provided)
- San Diego, CA (14 miles from Santee, CA)
- 6 days ago
- San Diego, CA (14 miles from Santee, CA)
- 6 days ago
Must be in San Diego or willing to relocate to San Diego area. Our La Jolla, CA office just expanded and moved into new office space. We are growing and looking to add Advisors to the firm! Ever...
Financial Advisor, Financial Planner
- San Diego, CA (14 miles from Santee, CA)
- 6 days ago
- San Diego, CA (14 miles from Santee, CA)
- 6 days ago
management needs Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms State-of-the-art technology platforms...
Financial Advisor - Paid Training Provided
- El Cajon, CA (10 miles from Santee, CA)
- 8 days ago
- El Cajon, CA (10 miles from Santee, CA)
- 8 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 22-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Associate Private Client Financial Advisor
- San Diego, CA (14 miles from Santee, CA)
- 9 days ago
- San Diego, CA (14 miles from Santee, CA)
- 9 days ago
About this role: Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas...
JPMorgan Private Client Relationship Manager - La Jolla / San Diego, CA
- La Jolla, CA (13 miles from Santee, CA)
- 12 days ago
- La Jolla, CA (13 miles from Santee, CA)
- 12 days ago
JobID: 210624944 Category: Relationship Manager JobSchedule: Full time Posted Date: 2025-05-20T14:27:49+00:00 JobShift: Base Pay/Salary: San Diego,CA $150,000.00 - $150,000.00; La Jolla,CA...
Financial Advisor - San Diego, CA
- San Diego, CA (14 miles from Santee, CA)
- 13 days ago
- San Diego, CA (14 miles from Santee, CA)
- 13 days ago
Financial Advisor - San Diego, CA North Star Resource Group is looking to find a candidate for a financial consultant position in San Diego, CA. We are looking for a recent college graduate or a...
JPMorgan Private Client Relationship Manager San Diego, CA
- San Diego, CA (14 miles from Santee, CA)
- 19 days ago
- San Diego, CA (14 miles from Santee, CA)
- 19 days ago
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships...
Demographic Data for Santee, CA
Moving to Santee, CA? Find some basic demographic data about Santee, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Santee, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Santee, 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
- Asset Allocation
- BSA
- Nationwide Mortgage Licensing System & Registry
- Private Banking
- Retail Banking
- Consumer Lending
- Account Maintenance
- Annuities
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Financial Services
- Financial Planning
- Fraud Investigation
- Compensation and Benefits
- Client Services
- Notary Public
- Customer Satisfaction
- Cash Handling
- Inbound/Outbound Calling
- Referrals
- Risk Management
- Relationship Management
- Customer Relations
- High School Diploma
- Retail
- Military Background
- Written Communication
- Listening
- Business Development
- Telephone Skills
- Interpersonal Skills
- Coaching
- Flexibility
- Employee Development
- Reporting
- Regulations
- Sales
- Problem Solving
- Policy Development
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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