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.
- Scottsdale, AZ (13 miles from Cave Creek, AZ)
- 1 day ago
- Scottsdale, AZ (13 miles from Cave Creek, AZ)
- 1 day ago
As a Personal Banker within PNC's Retail organization, you will be based in Scottsdale, AZ....
SVP, Private Client Relationship Manager
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 2 days ago
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 2 days ago
origination application systems and loan pricing engines Solid understanding of mortgage regulatory requirements, including but not limited to the SAFE Act, Dodd-Frank, HMDA, TILA, RESPA, ECOA, Fair Lending...
Personal Banker 40 hours Scottsdale Airpark
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 3 days ago
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 3 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....
- Glendale, AZ (24 miles from Cave Creek, AZ)
- 4 days ago
- Glendale, AZ (24 miles from Cave Creek, AZ)
- 4 days ago
This job posting is anticipated to remain open for 30 days, from 18-Aug-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banker - Retail (Eligible for Signing Bonus) (Scottsdale, AZ, US, 85054)
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 10 days ago
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 10 days ago
Job Description The Personal Banker I provides the best client experience possible for BOKF's clients....
Personal Banker - Retail (Eligible for Signing Bonus)
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 11 days ago
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 11 days ago
Job Description The Personal Banker I provides the best client experience possible for BOKFs clients....
Personal Banker 40 hours Dynamite and Alma School
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 18 days ago
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 18 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....
Personal Banker - 64th & Greenway
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 23 days ago
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 23 days ago
Description The Personal Banker is responsible for generating business and deepening relationships by promoting products and services to potential and existing customers....
Financial Advisor - Greater Los Angeles and Surrounding area
- Glendale, AZ (24 miles from Cave Creek, AZ)
- 30+ days ago
- Glendale, AZ (24 miles from Cave Creek, AZ)
- 30+ 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...
Personal Banker 40 hours Cave Creek and Tatum
- Cave Creek, AZ
- 30+ days ago
- Cave Creek, AZ
- 30+ 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....
Financial Advisor - Wealth Management Services
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 45+ days ago
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 45+ 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. You will spend...
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 60+ days ago
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 60+ 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...
Merrill Experienced Financial Advisor
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 60+ days ago
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 60+ 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. Merrill...
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 90+ days ago
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 90+ 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...
Financial Advisor - Scottsdale and Surrounding Areas
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 90+ days ago
- Scottsdale, AZ (21 miles from Cave Creek, AZ)
- 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 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
- Outside Sales
- Business Planning
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Account Opening
- Lending
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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