Personal Banker Jobs in Maricopa, 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 (24 miles from Maricopa, AZ)
- 3 days ago
- Tempe, AZ (24 miles from Maricopa, AZ)
- 3 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....
- Casa Grande, AZ (21 miles from Maricopa, AZ)
- 4 days ago
- Casa Grande, AZ (21 miles from Maricopa, AZ)
- 4 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...
- Gilbert, AZ (22 miles from Maricopa, AZ)
- 10 days ago
- Gilbert, AZ (22 miles from Maricopa, AZ)
- 10 days ago
banking experience including deposit, loan, and account opening experience, may be considered for the position of a Personal Banker II....
Private Client Banker - Alma School and Queen Creek - Chandler, AZ
- Chandler, AZ (19 miles from Maricopa, AZ)
- 11 days ago
- Chandler, AZ (19 miles from Maricopa, AZ)
- 11 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...
Senior Financial Advisor - Edward Jones Connections
- Tempe, AZ (24 miles from Maricopa, AZ)
- 19 days ago
- Tempe, AZ (24 miles from Maricopa, AZ)
- 19 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...
US Experienced Financial Advisor
- Chandler, AZ (19 miles from Maricopa, AZ)
- 20 days ago
- Chandler, AZ (19 miles from Maricopa, AZ)
- 20 days ago
We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model....
- Chandler, AZ (14 miles from Maricopa, AZ)
- 22 days ago
- Chandler, AZ (14 miles from Maricopa, AZ)
- 22 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. This is within PNC's Retail Banking Network....
Lyric HCM Client Service Consultant III
- Tempe, AZ (24 miles from Maricopa, AZ)
- 28 days ago
- Tempe, AZ (24 miles from Maricopa, AZ)
- 28 days ago
ADP is hiring a **NAS HCM Consultant III.** + Are you interested in joining a dynamic business supporting our largest clients? + Are you ready to be part of a team offering advancement...
Lyric HCM Client Service Consultant II
- Tempe, AZ (24 miles from Maricopa, AZ)
- 29 days ago
- Tempe, AZ (24 miles from Maricopa, AZ)
- 29 days ago
ADP is hiring a **Client Service Consultant.** + _Are you ready to join a company offering career advancement opportunities throughout your career journey?_ + _Do you want to join a company with...
Financial Analyst, Engagement Financial Advisor
- Tempe, AZ (24 miles from Maricopa, AZ)
- 45+ days ago
- Tempe, AZ (24 miles from Maricopa, AZ)
- 45+ days ago
Position Summary Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk...
US E EA - Consultant, Engagement Financial Advisor - Financial Planning & Analysis - EFA
- Tempe, AZ (24 miles from Maricopa, AZ)
- 45+ days ago
- Tempe, AZ (24 miles from Maricopa, AZ)
- 45+ days ago
Deloittes Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. As a...
Demographic Data for Maricopa, AZ
Moving to Maricopa, AZ? Find some basic demographic data about Maricopa, AZ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Maricopa, AZ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Maricopa, 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
- Retirement Planning
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- 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
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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