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.
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...
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 (9 miles from Phoenix, AZ)
- 8 hours ago
- Tempe, AZ (9 miles from Phoenix, AZ)
- 8 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 (11 miles from Phoenix, AZ)
- 19 hours ago
- Scottsdale, AZ (11 miles from Phoenix, 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....
Associate Roving Personal Banker - Northwest Metro Phx
- Sun City, AZ (16 miles from Phoenix, AZ)
- 19 hours ago
- Sun City, AZ (16 miles from Phoenix, AZ)
- 19 hours ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Join us today as a Personal Banker II. Job Description The Personal Banker II provides the best client experience possible for BOKF's clients....
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 (12 miles from Phoenix, AZ)
- 2 days ago
- Mesa, AZ (12 miles from Phoenix, AZ)
- 2 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 (16 miles from Phoenix, AZ)
- 6 days ago
- Gilbert, AZ (16 miles from Phoenix, AZ)
- 6 days ago
This position is within PNC's Retail Banking Network. You will be based in Gilbert, AZ at the Warner and Gilbert Branch....
- Gilbert, AZ (19 miles from Phoenix, AZ)
- 7 days ago
- Gilbert, AZ (19 miles from Phoenix, AZ)
- 7 days ago
This position is within PNC's Retail Banking Network. You will be based in Gilbert, AZ at the Warner and Gilbert Branch....
Personal Banker Warner and Val Vista
- Gilbert, AZ (16 miles from Phoenix, AZ)
- 7 days ago
- Gilbert, AZ (16 miles from Phoenix, AZ)
- 7 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....
- Surprise, AZ (22 miles from Phoenix, AZ)
- 9 days ago
- Surprise, AZ (22 miles from Phoenix, AZ)
- 9 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...
- Sun City, AZ (16 miles from Phoenix, AZ)
- 9 days ago
- Sun City, AZ (16 miles from Phoenix, AZ)
- 9 days ago
A Personal Banker is creative and can think outside the box to provide relevant solutions to our clients, while maintaining our Vision, Mission, and Values....
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...
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...
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
- 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
- Wealth Management
- Financial Services
- 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
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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