Personal Banker Jobs in Fountain Hills, 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 & Planner Brokerage/Premier Accounts
- Tempe, AZ (16 miles from Fountain Hills, AZ)
- 18 hours ago
- Tempe, AZ (16 miles from Fountain Hills, AZ)
- 18 hours ago
Financial Advisor & Planner - Brokerage/Premier Accounts at Empower summary: The Financial Advisor & Planner - Brokerage/Premier Accounts provides personalized financial planning and investment...
banking experience including deposit, loan, and account opening experience, may be considered for the position of a Personal Banker II....
- Phoenix, AZ (21 miles from Fountain Hills, AZ)
- 1 day ago
- Phoenix, AZ (21 miles from Fountain Hills, AZ)
- 1 day ago
POSITION SUMMARY: As a primary contact for bank customers, Personal Bankers are responsible for developing and retaining customer relationships through providing a consistent level of exceptional service...
- Scottsdale, AZ (10 miles from Fountain Hills, AZ)
- 1 day ago
- Scottsdale, AZ (10 miles from Fountain Hills, AZ)
- 1 day 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...
Private Client Banker - Alma School and Queen Creek - Chandler, AZ
- Chandler, AZ (20 miles from Fountain Hills, AZ)
- 2 days ago
- Chandler, AZ (20 miles from Fountain Hills, AZ)
- 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...
Personal Banker 40 hours Scottsdale & Shea
- Scottsdale, AZ (10 miles from Fountain Hills, AZ)
- 2 days ago
- Scottsdale, AZ (10 miles from Fountain Hills, AZ)
- 2 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 - Career Change Opportunity
- Scottsdale, AZ (10 miles from Fountain Hills, AZ)
- 2 days ago
- Scottsdale, AZ (10 miles from Fountain Hills, AZ)
- 2 days 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...
- Mesa, AZ (12 miles from Fountain Hills, AZ)
- 4 days ago
- Mesa, AZ (12 miles from Fountain Hills, AZ)
- 4 days ago
SUMMARY The Personal Banker is responsible for building meaningful, lasting relationships and providing exceptional service to new and existing clients....
Personal Banker - 44th St & Camelback
- Phoenix, AZ (21 miles from Fountain Hills, AZ)
- 5 days ago
- Phoenix, AZ (21 miles from Fountain Hills, AZ)
- 5 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 (10 miles from Fountain Hills, AZ)
- 7 days ago
- Scottsdale, AZ (10 miles from Fountain Hills, AZ)
- 7 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....
- Phoenix, AZ (21 miles from Fountain Hills, AZ)
- 8 days ago
- Phoenix, AZ (21 miles from Fountain Hills, AZ)
- 8 days ago
Introduction Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you...
Remote WorkPersonal Banker 9th St & Greenway
- Phoenix, AZ (21 miles from Fountain Hills, AZ)
- 8 days ago
- Phoenix, AZ (21 miles from Fountain Hills, AZ)
- 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....
- Phoenix, AZ (21 miles from Fountain Hills, AZ)
- 9 days ago
- Phoenix, AZ (21 miles from Fountain Hills, AZ)
- 9 days ago
Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate new and existing customer...
- Mesa, AZ (10 miles from Fountain Hills, AZ)
- 9 days ago
- Mesa, AZ (10 miles from Fountain Hills, AZ)
- 9 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Senior Financial Advisor - Edward Jones Connections
- Tempe, AZ (16 miles from Fountain Hills, AZ)
- 10 days ago
- Tempe, AZ (16 miles from Fountain Hills, AZ)
- 10 days ago
This job posting is anticipated to remain open for 30 days, from 27-Jun-2025. The posting may close early due to the volume of applicants. The Edward Jones Connection Team at Edward Jones exists...
Demographic Data for Fountain Hills, AZ
Moving to Fountain Hills, AZ? Find some basic demographic data about Fountain Hills, AZ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Fountain Hills, AZ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Fountain Hills, 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
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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