Personal Banker Jobs in Sun Lakes, 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.
- Phoenix, AZ (19 miles from Sun Lakes, AZ)
- 3 hours ago
- Phoenix, AZ (19 miles from Sun Lakes, AZ)
- 3 hours ago
Job Summary The Financial Analyst II role exists to oversee the ongoing review of new prices, price adjustment requests, and maintenance of all existing charge-related prices for the System. This...
Wealth Management Client Relationship Manager
- Phoenix, AZ (19 miles from Sun Lakes, AZ)
- 1 day ago
- Phoenix, AZ (19 miles from Sun Lakes, AZ)
- 1 day ago
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with...
- Gilbert, AZ (8 miles from Sun Lakes, AZ)
- 2 days ago
- Gilbert, AZ (8 miles from Sun Lakes, AZ)
- 2 days ago
Personal Bankers** at UMB are experts at building customer relationships and recommending and selling products and services....
Personal Banker - Retail (Eligible for Signing Bonus) (Scottsdale, AZ, US, 85054)
- Scottsdale, AZ (20 miles from Sun Lakes, AZ)
- 2 days ago
- Scottsdale, AZ (20 miles from Sun Lakes, AZ)
- 2 days ago
Job Description The Personal Banker I provides the best client experience possible for BOKF's clients....
Personal Banker - Retail (Eligible for Signing Bonus)
- Scottsdale, AZ (20 miles from Sun Lakes, AZ)
- 2 days ago
- Scottsdale, AZ (20 miles from Sun Lakes, AZ)
- 2 days ago
Job Description The Personal Banker I provides the best client experience possible for BOKFs clients....
Associate Personal Banker (SAFE) - University & Gilbert
- Mesa, AZ (14 miles from Sun Lakes, AZ)
- 3 days ago
- Mesa, AZ (14 miles from Sun Lakes, 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....
- Scottsdale, AZ (20 miles from Sun Lakes, AZ)
- 3 days ago
- Scottsdale, AZ (20 miles from Sun Lakes, AZ)
- 3 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 WorkPersonal Banker Personal Banker
- Gilbert, AZ (8 miles from Sun Lakes, AZ)
- 7 days ago
- Gilbert, AZ (8 miles from Sun Lakes, AZ)
- 7 days ago
Personal Banker PNC Financial Services Group 3.6 ( ) Gilbert, AZ Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive management 73% say women are...
- Tempe, AZ (13 miles from Sun Lakes, AZ)
- 7 days ago
- Tempe, AZ (13 miles from Sun Lakes, AZ)
- 7 days ago
Senior Financial Advisor - Edward Jones Connections Edward Jones 3.8 ( ) Tempe, AZ Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the...
Financial Advisor - Edward Jones Connection Financial Advisor - Edward Jones Connection
- Tempe, AZ (13 miles from Sun Lakes, AZ)
- 7 days ago
- Tempe, AZ (13 miles from Sun Lakes, AZ)
- 7 days ago
Financial Advisor - Edward Jones Connection Edward Jones 3.8 ( ) Tempe, AZ Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO...
Personal Banker 40 hours Dynamite and Alma School
- Scottsdale, AZ (20 miles from Sun Lakes, AZ)
- 9 days ago
- Scottsdale, AZ (20 miles from Sun Lakes, AZ)
- 9 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....
2026 Financial Advisor Development Program - Summer Analyst Opportunity
- Tempe, AZ (13 miles from Sun Lakes, AZ)
- 10 days ago
- Tempe, AZ (13 miles from Sun Lakes, AZ)
- 10 days ago
At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to...
- Mesa, AZ (14 miles from Sun Lakes, AZ)
- 11 days ago
- Mesa, AZ (14 miles from Sun Lakes, AZ)
- 11 days ago
SUMMARY The Personal Banker is responsible for building meaningful, lasting relationships and providing exceptional service to new and existing clients....
- Tempe, AZ (13 miles from Sun Lakes, AZ)
- 14 days ago
- Tempe, AZ (13 miles from Sun Lakes, AZ)
- 14 days ago
This position is within PNC's Retail Banking Network organization. You will be based in Tempe, AZ at the Tempe Branch....
Personal Banker - 64th & Greenway
- Scottsdale, AZ (20 miles from Sun Lakes, AZ)
- 15 days ago
- Scottsdale, AZ (20 miles from Sun Lakes, AZ)
- 15 days ago
Description The Personal Banker is responsible for generating business and deepening relationships by promoting products and services to potential and existing customers....
Demographic Data for Sun Lakes, AZ
Moving to Sun Lakes, AZ? Find some basic demographic data about Sun Lakes, AZ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Sun Lakes, AZ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Sun Lakes, AZ offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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