Personal Banker Jobs in Cave Creek, 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.
Financial Advisor - Career Change Opportunity
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 1 day ago
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 30-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 1 hour ago
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 1 hour ago
This job posting is anticipated to remain open for 30 days, from 30-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 2 hours ago
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 2 hours ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
Personal Banker 40 hours Scottsdale & Shea
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 21 hours ago
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 21 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....
- Glendale, AZ (24 miles from Cave Creek, AZ)
- 1 day ago
- Glendale, AZ (24 miles from Cave Creek, AZ)
- 1 day ago
Monroe St., Phoenix, AZ 85007 OneAZ's Personal Bankers emulate the Credit Union's Core Values by building relationships with members, and providing trusted advice in discovering, growing, and fulfilling...
Financial Advisor - Wealth Management Services
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 5 days ago
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 5 days ago
As a Financial Advisor on the Wealth Management Services team, you will work closely with clients to understand their financial goals, risk tolerance, and overall financial picture....
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 10 days ago
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 10 days ago
Personal Banker I Scottsdale, AZ Description Job Summary Overview The position is responsible for all Teller and Senior Teller accountability (Required to assist on the teller line, greet members in...
- Glendale, AZ (24 miles from Cave Creek, AZ)
- 15 days ago
- Glendale, AZ (24 miles from Cave Creek, AZ)
- 15 days ago
Physical Requirements The work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday....
Personal Banking Representative
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 20 days ago
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 20 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- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 20 days ago
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 20 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 (22 miles from Cave Creek, AZ)
- 28 days ago
- Phoenix, AZ (22 miles from Cave Creek, AZ)
- 28 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....
Merrill Experienced Financial Advisor
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 30+ days ago
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 30+ 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 (21 miles from Cave Creek, AZ)
- 30+ days ago
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 30+ 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 (21 miles from Cave Creek, AZ)
- 30+ days ago
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 30+ 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 (21 miles from Cave Creek, AZ)
- 30+ days ago
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 30+ 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,...
Demographic Data for Cave Creek, AZ
Moving to Cave Creek, AZ? Find some basic demographic data about Cave Creek, AZ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Cave Creek, AZ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Cave Creek, AZ offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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