Personal Banker Jobs in Paradise Valley, 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.
Personal Banker - Retail (Phoenix, AZ, US, 85001)
- Phoenix, AZ (8 miles from Paradise Valley, AZ)
- 1 day ago
- Phoenix, AZ (8 miles from Paradise Valley, AZ)
- 1 day ago
Job Description The Personal Banker - Retail provides the best client experience possible for BOKF's clients....
- Glendale, AZ (12 miles from Paradise Valley, AZ)
- 1 day ago
- Glendale, AZ (12 miles from Paradise Valley, AZ)
- 1 day ago
Union Hills Dr., Suite 106, Glendale, AZ 85308 OneAZ's Personal Bankers emulate the Credit Union's Core Values by building relationships with members, and providing trusted advice in discovering, growing...
Personal Banker Dynamite and Alma School
- Scottsdale, AZ (4 miles from Paradise Valley, AZ)
- 2 days ago
- Scottsdale, AZ (4 miles from Paradise Valley, 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....
- Scottsdale, AZ (4 miles from Paradise Valley, AZ)
- 2 days ago
- Scottsdale, AZ (4 miles from Paradise Valley, AZ)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 09-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banker 40 hours Cave Creek and Tatum
- Cave Creek, AZ (19 miles from Paradise Valley, AZ)
- 2 days ago
- Cave Creek, AZ (19 miles from Paradise Valley, 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....
- Phoenix, AZ (8 miles from Paradise Valley, AZ)
- 3 days ago
- Phoenix, AZ (8 miles from Paradise Valley, AZ)
- 3 days ago
Job Description The Personal Banker - Retail provides the best client experience possible for BOKFs clients....
Personal Banker II - Cicero and surrounding areas
- Mesa, AZ (9 miles from Paradise Valley, AZ)
- 3 days ago
- Mesa, AZ (9 miles from Paradise Valley, AZ)
- 3 days ago
Banker job family....
- Tempe, AZ (9 miles from Paradise Valley, AZ)
- 3 days ago
- Tempe, AZ (9 miles from Paradise Valley, 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....
- Phoenix, AZ (8 miles from Paradise Valley, AZ)
- 4 days ago
- Phoenix, AZ (8 miles from Paradise Valley, 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 I-Retail (Mesa, AZ, US, 85201)
- Mesa, AZ (9 miles from Paradise Valley, AZ)
- 5 days ago
- Mesa, AZ (9 miles from Paradise Valley, AZ)
- 5 days ago
Job Description The Personal Banker I provides the best client experience possible for BOKF's clients....
- Phoenix, AZ (8 miles from Paradise Valley, AZ)
- 7 days ago
- Phoenix, AZ (8 miles from Paradise Valley, AZ)
- 7 days ago
One (1) year as a Personal Banker or Consumer Lending Experience Specialist with Arizona Financial may be substituted for two (2) years' experience in a financial institution....
- Fountain Hills, AZ (13 miles from Paradise Valley, AZ)
- 10 days ago
- Fountain Hills, AZ (13 miles from Paradise Valley, AZ)
- 10 days ago
banking experience including deposit, loan, and account opening experience, may be considered for the position of a Personal Banker II....
- Phoenix, AZ (8 miles from Paradise Valley, AZ)
- 11 days ago
- Phoenix, AZ (8 miles from Paradise Valley, AZ)
- 11 days 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...
Private Client Banker - Alma School and Queen Creek - Chandler, AZ
- Chandler, AZ (16 miles from Paradise Valley, AZ)
- 11 days ago
- Chandler, AZ (16 miles from Paradise Valley, 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...
Personal Banker 40 hours Scottsdale & Shea
- Scottsdale, AZ (4 miles from Paradise Valley, AZ)
- 12 days ago
- Scottsdale, AZ (4 miles from Paradise Valley, AZ)
- 12 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....
Demographic Data for Paradise Valley, AZ
Moving to Paradise Valley, AZ? Find some basic demographic data about Paradise Valley, AZ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Paradise Valley, AZ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Paradise Valley, 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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