Personal Banker Jobs in Gold Canyon, 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.
Associate Bank Financial Advisor
- Mesa, AZ (24 miles from Gold Canyon, AZ)
- 14 hours ago
- Mesa, AZ (24 miles from Gold Canyon, AZ)
- 14 hours ago
About this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of...
- Gilbert, AZ (17 miles from Gold Canyon, AZ)
- 2 days ago
- Gilbert, AZ (17 miles from Gold Canyon, AZ)
- 2 days ago
You will spend most of your time as a personal banker engaging customers in sales conversations in order to identify appropriate financial solutions....
- Queen Creek, AZ (9 miles from Gold Canyon, AZ)
- 9 days ago
- Queen Creek, AZ (9 miles from Gold Canyon, AZ)
- 9 days ago
Compensation & Benefits The Personal Banker position pays a minimum of $18.50....
- Mesa, AZ (24 miles from Gold Canyon, AZ)
- 9 days ago
- Mesa, AZ (24 miles from Gold Canyon, AZ)
- 9 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,...
- Gilbert, AZ (21 miles from Gold Canyon, AZ)
- 13 days ago
- Gilbert, AZ (21 miles from Gold Canyon, AZ)
- 13 days ago
This position is within PNC's Retail Banking Network. You will be based in Gilbert, AZ at the Warner and Gilbert Branch....
- Mesa, AZ (24 miles from Gold Canyon, AZ)
- 17 days ago
- Mesa, AZ (24 miles from Gold Canyon, AZ)
- 17 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...
Financial Advisor - Acquisition Sales (VCS) - June/July class - Gilbert, AZ
- Gilbert, AZ (21 miles from Gold Canyon, AZ)
- 30+ days ago
- Gilbert, AZ (21 miles from Gold Canyon, AZ)
- 30+ days ago
Virtual Advisor (MSVA) is Morgan Stanley's wealth management offering for mass affluent clients with a specific focus in the coveted Next-Gen retail space....
Virtual Client Financial Advisor (June/July class) - Gilbert, AZ
- Gilbert, AZ (21 miles from Gold Canyon, AZ)
- 30+ days ago
- Gilbert, AZ (21 miles from Gold Canyon, AZ)
- 30+ days ago
management services....
- Gilbert, AZ (21 miles from Gold Canyon, AZ)
- 45+ days ago
- Gilbert, AZ (21 miles from Gold Canyon, AZ)
- 45+ days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
- Mesa, AZ (24 miles from Gold Canyon, AZ)
- 60+ days ago
- Mesa, AZ (24 miles from Gold Canyon, AZ)
- 60+ days ago
Req ID: 75942 Location: Tempe -TEMP, Tulsa -TUL Areas of Interest: Commercial Banking; Treasury Services Pay Transparency Salary Range: Not Available Application Deadline: 03/21/2025 BOK Financial...
Personal Banker Associate - Fountain Hills
- Fountain Hills, AZ (24 miles from Gold Canyon, AZ)
- 60+ days ago
- Fountain Hills, AZ (24 miles from Gold Canyon, AZ)
- 60+ days ago
Description The Personal Banker Associate has responsibilities as both a Teller and a Personal Banker....
Demographic Data for Gold Canyon, AZ
Moving to Gold Canyon, AZ? Find some basic demographic data about Gold Canyon, AZ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Gold Canyon, AZ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Gold Canyon, 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
- Mortgage Lending
- Dodd-Frank
- 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
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Negotiation
- Employee Development
- 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 »