Personal Banker Jobs in Carefree, AZ
A Personal Banker is a professional who assists clients with their financial objectives, providing them with a range of banking services such as managing bank accounts, providing information on the bank's products and services, offering financial advice, and helping with transactions such as loans and credits. They act as a liaison between the bank and its customers, focusing on building and maintaining relationships to ensure customer satisfaction and loyalty. Their main objective is to help customers understand their financial options and make the best decisions for their financial wellbeing.
Important skills a Personal Banker should possess include excellent customer service skills, strong communication, mathematical proficiency, attention to detail, and problem-solving abilities. They should have a deep understanding of financial products and services. Along with this, they must have a certain level of sales skills to cross-sell and upsell banking products. In most cases, a bachelor's degree in finance, business, or related field is required. Some banks may require certification such as Certified Personal Banker (CPB) conferred by the American Bankers Association. Prior to becoming a Personal Banker, individuals might have held positions such as Bank Teller, Customer Service Representative, or Financial Analyst.
Part Time - Personal Banking Representative
- Scottsdale, AZ (20 miles from Carefree, AZ)
- 1 day ago
- Scottsdale, AZ (20 miles from Carefree, AZ)
- 1 day ago
There’s an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team!...
Remote WorkPersonal Banking Representative
- Scottsdale, AZ (20 miles from Carefree, AZ)
- 2 days ago
- Scottsdale, AZ (20 miles from Carefree, AZ)
- 2 days ago
There’s an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team!...
Remote Work- Fountain Hills, AZ (17 miles from Carefree, AZ)
- 2 days ago
- Fountain Hills, AZ (17 miles from Carefree, AZ)
- 2 days ago
**_We're excited to talk with you if:_** + HS diploma or equivalent + 2 years retail banking including deposit, loan, and account opening experience + Ability to received NMLS registration within 90...
- Scottsdale, AZ (20 miles from Carefree, AZ)
- 2 days ago
- Scottsdale, AZ (20 miles from Carefree, AZ)
- 2 days ago
Join Vanguard as a Certified Financial Advisor in Scottsdale, AZ Are you a Certified Financial Planner (CFP) looking for a rewarding career with a leading financial institution? Vanguard is...
- Phoenix, AZ (21 miles from Carefree, AZ)
- 11 days ago
- Phoenix, AZ (21 miles from Carefree, AZ)
- 11 days ago
This position is within PNC's Retail Banking Network organization. You will be based in Gilbert, AZ at the Baseline and Cooper Branch....
Personal Banking Representative - 90th/SCOT Float
- Scottsdale, AZ (20 miles from Carefree, AZ)
- 12 days ago
- Scottsdale, AZ (20 miles from Carefree, AZ)
- 12 days ago
There’s an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team!...
Remote WorkMerrill Experienced Financial Advisor
- Scottsdale, AZ (20 miles from Carefree, AZ)
- 19 days ago
- Scottsdale, AZ (20 miles from Carefree, AZ)
- 19 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....
- Scottsdale, AZ (20 miles from Carefree, AZ)
- 20 days ago
- Scottsdale, AZ (20 miles from Carefree, AZ)
- 20 days ago
Thrivent Financial Advisor 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...
- Scottsdale, AZ (20 miles from Carefree, AZ)
- 20 days ago
- Scottsdale, AZ (20 miles from Carefree, AZ)
- 20 days ago
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross...
- Scottsdale, AZ (20 miles from Carefree, AZ)
- 20 days ago
- Scottsdale, AZ (20 miles from Carefree, AZ)
- 20 days ago
Are you ready to take your financial advisory career to the next level with a dynamic, forward-thinking team? At Bayntree Wealth Advisors in Scottsdale, AZ we're looking for a passionate,...
AMP Financial Advisor-Scottsdale, AZ
- Scottsdale, AZ (20 miles from Carefree, AZ)
- 24 days ago
- Scottsdale, AZ (20 miles from Carefree, AZ)
- 24 days ago
. + Provide a high level of client service with a strong focus remaining on what's best for their personal wealth management. + Network in the community and effectively market him or herself and Raymond...
- Scottsdale, AZ (20 miles from Carefree, AZ)
- 24 days ago
- Scottsdale, AZ (20 miles from Carefree, AZ)
- 24 days ago
Builds and maintains relationships with clients. Delivers financial advice and portfolio management guidance. Vanguard is seeking talented Financial Advisors to join our dynamic team across our...
Roving Personal Banker - Tempe Scottsdale District
- Scottsdale, AZ (20 miles from Carefree, AZ)
- 27 days ago
- Scottsdale, AZ (20 miles from Carefree, AZ)
- 27 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....
- Scottsdale, AZ (20 miles from Carefree, AZ)
- 29 days ago
- Scottsdale, AZ (20 miles from Carefree, AZ)
- 29 days ago
['WestPac Wealth Partners - Scottsdale, AZ', 'Financial Advisor', 'Easy Apply', 'Scottsdale, AZ', '', '$125K', '\xa0', '(Employer est.)'][]
Bilingual Spanish Personal Banker
- Phoenix, AZ (24 miles from Carefree, AZ)
- 30+ days ago
- Phoenix, AZ (24 miles from Carefree, AZ)
- 30+ days ago
This position is within PNC's Retail Banking Network organization. You will be based in Phoenix, AZ at the West Thomas Branch location....
Demographic Data for Carefree, AZ
Moving to Carefree, AZ? Find some basic demographic data about Carefree, AZ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Carefree, AZ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Carefree, AZ offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Check Cashing
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Listening
- Retail
- High School Diploma
- Business Development
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »