Personal Banker Jobs in Phoenix, 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 - Edward Jones Connection
- Tempe, AZ (9 miles from Phoenix, AZ)
- 18 days ago
- Tempe, AZ (9 miles from Phoenix, AZ)
- 18 days ago
You could say we're at the center of the center. Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations...
Transitional Financial Advisor
- Tempe, AZ (9 miles from Phoenix, AZ)
- 30+ days ago
- Tempe, AZ (9 miles from Phoenix, AZ)
- 30+ days ago
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about...
Remote WorkPrivate Client Banker - Signal Butte and Baseline Branch Mesa, AZ
- Mesa, AZ (12 miles from Phoenix, AZ)
- 5 hours ago
- Mesa, AZ (12 miles from Phoenix, AZ)
- 5 hours 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...
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....
- Goodyear, AZ (19 miles from Phoenix, AZ)
- 2 days ago
- Goodyear, AZ (19 miles from Phoenix, AZ)
- 2 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...
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 - Career Change Opportunity
- Chandler, AZ (14 miles from Phoenix, AZ)
- 3 days ago
- Chandler, AZ (14 miles from Phoenix, AZ)
- 3 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 05-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
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 Hilton Village
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 3 days ago
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 3 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....
- Chandler, AZ (14 miles from Phoenix, AZ)
- 3 days ago
- Chandler, AZ (14 miles from Phoenix, AZ)
- 3 days ago
This job posting is anticipated to remain open for 30 days, from 05-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Personal Banker 83rd Ave & Lake Pleasant Pkwy
- Peoria, AZ (13 miles from Phoenix, AZ)
- 4 days ago
- Peoria, AZ (13 miles from Phoenix, AZ)
- 4 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....
Personal Banker - 68th St & Camelback
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 4 days ago
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 4 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....
Personal Banking Representative
- Sun City West, AZ (22 miles from Phoenix, AZ)
- 4 days ago
- Sun City West, AZ (22 miles from Phoenix, AZ)
- 4 days ago
There’s an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team!...
Remote Work- Phoenix, AZ (5 miles from Phoenix, AZ)
- 5 days ago
- Phoenix, AZ (5 miles from Phoenix, AZ)
- 5 days ago
This position is within PNC's Retail Banking Network organization. You will be based in Gilbert, AZ at the Baseline and Cooper Branch....
This position is within PNC's Retail Banking Network. You will be based in Phoenix, AZ at the 91st & Thomas Branch....
Demographic Data for Phoenix, AZ
Moving to Phoenix, AZ? Find some basic demographic data about Phoenix, AZ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Phoenix, AZ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Phoenix, 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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