Personal Banker Jobs in San Tan 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.
Financial Advisor & Planner Brokerage/Premier Accounts
- Tempe, AZ (24 miles from San Tan Valley, AZ)
- 3 days ago
- Tempe, AZ (24 miles from San Tan Valley, AZ)
- 3 days ago
Financial Advisor & Planner - Brokerage/Premier Accounts at Empower summary: The Financial Advisor & Planner - Brokerage/Premier Accounts provides personalized financial planning and investment...
- Gilbert, AZ (17 miles from San Tan Valley, AZ)
- 3 days ago
- Gilbert, AZ (17 miles from San Tan Valley, AZ)
- 3 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 (20 miles from San Tan Valley, AZ)
- 5 days ago
- Chandler, AZ (20 miles from San Tan Valley, AZ)
- 5 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...
- Mesa, AZ (23 miles from San Tan Valley, AZ)
- 7 days ago
- Mesa, AZ (23 miles from San Tan Valley, AZ)
- 7 days ago
SUMMARY The Personal Banker is responsible for building meaningful, lasting relationships and providing exceptional service to new and existing clients....
Personal Banker Ray and McQueen
- Chandler, AZ (20 miles from San Tan Valley, AZ)
- 8 days ago
- Chandler, AZ (20 miles from San Tan Valley, AZ)
- 8 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....
- Mesa, AZ (10 miles from San Tan Valley, AZ)
- 12 days ago
- Mesa, AZ (10 miles from San Tan Valley, AZ)
- 12 days ago
This position is within PNC's Retail Banking Network organization. You will be based in Mesa, AZ at the Signal Butte Branch....
Senior Financial Advisor - Edward Jones Connections
- Tempe, AZ (24 miles from San Tan Valley, AZ)
- 12 days ago
- Tempe, AZ (24 miles from San Tan Valley, AZ)
- 12 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
- Mesa, AZ (23 miles from San Tan Valley, AZ)
- 13 days ago
- Mesa, AZ (23 miles from San Tan Valley, AZ)
- 13 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...
- Gilbert, AZ (17 miles from San Tan Valley, AZ)
- 15 days ago
- Gilbert, AZ (17 miles from San Tan Valley, AZ)
- 15 days ago
This position, within PNC's Retail Banking Network, is based in Gilbert, AZ at the San Tan Village Branch....
FT Associate Roving Personal Banker (SAFE) - Southeast Phoenix
- Apache Junction, AZ (12 miles from San Tan Valley, AZ)
- 17 days ago
- Apache Junction, AZ (12 miles from San Tan Valley, AZ)
- 17 days 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....
Lyric HCM Client Service Consultant III
- Tempe, AZ (24 miles from San Tan Valley, AZ)
- 22 days ago
- Tempe, AZ (24 miles from San Tan Valley, AZ)
- 22 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...
Personal Banker Associate I - Lutz, FL
- Sun Lakes, AZ (19 miles from San Tan Valley, AZ)
- 22 days ago
- Sun Lakes, AZ (19 miles from San Tan Valley, AZ)
- 22 days ago
Banker job family....
Lyric HCM Client Service Consultant II
- Tempe, AZ (24 miles from San Tan Valley, AZ)
- 23 days ago
- Tempe, AZ (24 miles from San Tan Valley, AZ)
- 23 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...
Bilingual Spanish - Personal Banker
- Mesa, AZ (23 miles from San Tan Valley, AZ)
- 30+ days ago
- Mesa, AZ (23 miles from San Tan Valley, AZ)
- 30+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Chandler, AZ (20 miles from San Tan Valley, AZ)
- 30+ days ago
- Chandler, AZ (20 miles from San Tan Valley, AZ)
- 30+ 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...
Demographic Data for San Tan Valley, AZ
Moving to San Tan Valley, AZ? Find some basic demographic data about San Tan Valley, AZ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in San Tan Valley, AZ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in San Tan 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
- 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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