Personal Banker Jobs in Sun City, 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 - Career Change Opportunity
- Scottsdale, AZ (22 miles from Sun City, AZ)
- 1 day ago
- Scottsdale, AZ (22 miles from Sun City, AZ)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 30-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Associate Personal Banker (SAFE) - Happy Valley & Lake Pleasant
- Peoria, AZ (2 miles from Sun City, AZ)
- 1 hour ago
- Peoria, AZ (2 miles from Sun City, AZ)
- 1 hour 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....
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 (22 miles from Sun City, AZ)
- 2 hours ago
- Scottsdale, AZ (22 miles from Sun City, AZ)
- 2 hours ago
This job posting is anticipated to remain open for 30 days, from 30-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Scottsdale, AZ (22 miles from Sun City, AZ)
- 3 hours ago
- Scottsdale, AZ (22 miles from Sun City, AZ)
- 3 hours ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
- Goodyear, AZ (17 miles from Sun City, AZ)
- 17 hours ago
- Goodyear, AZ (17 miles from Sun City, AZ)
- 17 hours 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....
Personal Banker 40 hours Scottsdale & Shea
- Scottsdale, AZ (22 miles from Sun City, AZ)
- 22 hours ago
- Scottsdale, AZ (22 miles from Sun City, AZ)
- 22 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....
- Glendale, AZ (7 miles from Sun City, AZ)
- 1 day ago
- Glendale, AZ (7 miles from Sun City, AZ)
- 1 day ago
Monroe St., Phoenix, AZ 85007 OneAZ's Personal Bankers emulate the Credit Union's Core Values by building relationships with members, and providing trusted advice in discovering, growing, and fulfilling...
Personal Banker - 44th St & Camelback
- Phoenix, AZ (16 miles from Sun City, AZ)
- 3 days ago
- Phoenix, AZ (16 miles from Sun City, 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....
Financial Advisor - Wealth Management Services
- Scottsdale, AZ (22 miles from Sun City, AZ)
- 5 days ago
- Scottsdale, AZ (22 miles from Sun City, AZ)
- 5 days ago
As a Financial Advisor on the Wealth Management Services team, you will work closely with clients to understand their financial goals, risk tolerance, and overall financial picture....
- Phoenix, AZ (16 miles from Sun City, AZ)
- 6 days ago
- Phoenix, AZ (16 miles from Sun City, AZ)
- 6 days ago
Introduction Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you...
Remote WorkPersonal Banker 9th St & Greenway
- Phoenix, AZ (16 miles from Sun City, AZ)
- 7 days ago
- Phoenix, AZ (16 miles from Sun City, 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....
- Phoenix, AZ (16 miles from Sun City, AZ)
- 7 days ago
- Phoenix, AZ (16 miles from Sun City, AZ)
- 7 days ago
Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate new and existing customer...
US Experienced Financial Advisor
- Phoenix, AZ (16 miles from Sun City, AZ)
- 9 days ago
- Phoenix, AZ (16 miles from Sun City, AZ)
- 9 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...
- Scottsdale, AZ (22 miles from Sun City, AZ)
- 10 days ago
- Scottsdale, AZ (22 miles from Sun City, AZ)
- 10 days ago
Personal Banker I Scottsdale, AZ Description Job Summary Overview The position is responsible for all Teller and Senior Teller accountability (Required to assist on the teller line, greet members in...
Demographic Data for Sun City, AZ
Moving to Sun City, AZ? Find some basic demographic data about Sun City, AZ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Sun City, AZ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Sun City, 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
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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