Personal Banker Jobs in Gilbert, 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.
- Tempe, AZ (7 miles from Gilbert, AZ)
- 8 hours ago
- Tempe, AZ (7 miles from Gilbert, AZ)
- 8 hours ago
Be a trusted advisor to our most complex Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex...
Personal Banker 7th St & Thunderbird
- Phoenix, AZ (16 miles from Gilbert, AZ)
- 8 hours ago
- Phoenix, AZ (16 miles from Gilbert, AZ)
- 8 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....
Personal Banker Camelback & 32nd
- Phoenix, AZ (16 miles from Gilbert, AZ)
- 8 hours ago
- Phoenix, AZ (16 miles from Gilbert, AZ)
- 8 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....
- Phoenix, AZ (16 miles from Gilbert, AZ)
- 17 hours ago
- Phoenix, AZ (16 miles from Gilbert, AZ)
- 17 hours ago
Mutual of America Financial Group Job Title: Client Relationship Manager Location: Seattle Who We Are: At Mutual of America Financial Group, we help people build the assets they need to achieve...
Associate Personal Banker - East Ahwatukee
- Phoenix, AZ (16 miles from Gilbert, AZ)
- 19 hours ago
- Phoenix, AZ (16 miles from Gilbert, AZ)
- 19 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....
- Tempe, AZ (7 miles from Gilbert, AZ)
- 22 hours ago
- Tempe, AZ (7 miles from Gilbert, AZ)
- 22 hours ago
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud...
Personal Banker - 68th St & Camelback
- Scottsdale, AZ (13 miles from Gilbert, AZ)
- 1 day ago
- Scottsdale, AZ (13 miles from Gilbert, AZ)
- 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....
- Phoenix, AZ (16 miles from Gilbert, AZ)
- 1 day ago
- Phoenix, AZ (16 miles from Gilbert, AZ)
- 1 day ago
Join us today as a Personal Banker II. Job Description The Personal Banker II provides the best client experience possible for BOKF's clients....
- Queen Creek, AZ (17 miles from Gilbert, AZ)
- 2 days ago
- Queen Creek, AZ (17 miles from Gilbert, AZ)
- 2 days ago
Compensation & Benefits The Personal Banker position pays a minimum of $18.50....
Bilingual Personal Banker Seventh Street
- Phoenix, AZ (16 miles from Gilbert, AZ)
- 2 days ago
- Phoenix, AZ (16 miles from Gilbert, 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....
- Mesa, AZ (7 miles from Gilbert, AZ)
- 3 days ago
- Mesa, AZ (7 miles from Gilbert, AZ)
- 3 days ago
This job posting is anticipated to remain open for 30 days, from 22-Apr-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
This position is within PNC's Retail Banking Network. You will be based in Gilbert, AZ at the Warner and Gilbert Branch....
- Gilbert, AZ (3 miles from Gilbert, AZ)
- 8 days ago
- Gilbert, AZ (3 miles from Gilbert, AZ)
- 8 days ago
This position is within PNC's Retail Banking Network. You will be based in Gilbert, AZ at the Warner and Gilbert Branch....
- Phoenix, AZ (16 miles from Gilbert, AZ)
- 10 days ago
- Phoenix, AZ (16 miles from Gilbert, AZ)
- 10 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
- Mesa, AZ (7 miles from Gilbert, AZ)
- 10 days ago
- Mesa, AZ (7 miles from Gilbert, AZ)
- 10 days ago
Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Follow the established policies in...
Demographic Data for Gilbert, AZ
Moving to Gilbert, AZ? Find some basic demographic data about Gilbert, AZ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Gilbert, AZ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Gilbert, 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
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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