Personal Banker Jobs in Queen Creek, 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.
- Gilbert, AZ (17 miles from Queen Creek, AZ)
- 1 day ago
- Gilbert, AZ (17 miles from Queen Creek, AZ)
- 1 day ago
Processing customer account maintenance and standard branch transactions such as: address changes, check cashing, deposits and opening deposit and loan accounts....
Transitional Home Office Financial Advisor
- Tempe, AZ (24 miles from Queen Creek, AZ)
- 1 day ago
- Tempe, AZ (24 miles from Queen Creek, AZ)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 04-Jun-2025. The posting may close early due to the volume of applicants. Are you a financial advisor who would rather work...
Remote WorkAssociate Personal Banker (SAFE) - McKellips & Stapley
- Mesa, AZ (23 miles from Queen Creek, AZ)
- 2 days ago
- Mesa, AZ (23 miles from Queen Creek, 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....
Private Client Banker - Signal Butte and Baseline Branch Mesa, AZ
- Mesa, AZ (23 miles from Queen Creek, AZ)
- 4 days ago
- Mesa, AZ (23 miles from Queen Creek, AZ)
- 4 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...
Bilingual Spanish - Personal Banker
- Mesa, AZ (23 miles from Queen Creek, AZ)
- 15 days ago
- Mesa, AZ (23 miles from Queen Creek, AZ)
- 15 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Chandler, AZ (20 miles from Queen Creek, AZ)
- 16 days ago
- Chandler, AZ (20 miles from Queen Creek, AZ)
- 16 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...
- Mesa, AZ (23 miles from Queen Creek, AZ)
- 20 days ago
- Mesa, AZ (23 miles from Queen Creek, AZ)
- 20 days ago
Job Description The Personal Banker I provides the best client experience possible for BOKFs clients....
Financial Analyst, Engagement Financial Advisor
- Tempe, AZ (24 miles from Queen Creek, AZ)
- 22 days ago
- Tempe, AZ (24 miles from Queen Creek, AZ)
- 22 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 Queen Creek, AZ)
- 24 days ago
- Tempe, AZ (24 miles from Queen Creek, AZ)
- 24 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...
- Mesa, AZ (23 miles from Queen Creek, AZ)
- 27 days ago
- Mesa, AZ (23 miles from Queen Creek, AZ)
- 27 days ago
banking experience including deposit, loan, and account opening experience, may be considered for the position of a Personal Banker I....
- Tempe, AZ (24 miles from Queen Creek, AZ)
- 30+ days ago
- Tempe, AZ (24 miles from Queen Creek, AZ)
- 30+ 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....
- Mesa, AZ (23 miles from Queen Creek, AZ)
- 30+ days ago
- Mesa, AZ (23 miles from Queen Creek, AZ)
- 30+ 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....
Transitional Financial Advisor
- Tempe, AZ (24 miles from Queen Creek, AZ)
- 30+ days ago
- Tempe, AZ (24 miles from Queen Creek, AZ)
- 30+ days ago
This job posting is anticipated to remain open for 30 days, from 04-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Remote WorkSenior Financial Advisor - Edward Jones Connections
- Tempe, AZ (24 miles from Queen Creek, AZ)
- 45+ days ago
- Tempe, AZ (24 miles from Queen Creek, AZ)
- 45+ days ago
This job posting is anticipated to remain open for 30 days, from 09-May-2025. The posting may close early due to the volume of applicants. The Edward Jones Connection Team at Edward Jones exists...
- Tempe, AZ (24 miles from Queen Creek, AZ)
- 45+ days ago
- Tempe, AZ (24 miles from Queen Creek, AZ)
- 45+ days ago
Be a trusted advisor to our most complex Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex...
Demographic Data for Queen Creek, AZ
Moving to Queen Creek, AZ? Find some basic demographic data about Queen Creek, AZ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Queen Creek, AZ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Queen Creek, 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
- Certified Financial Planner
- Check Cashing
- 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
- Investigation
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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