Personal Banker Jobs in Surprise, 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
- Glendale, AZ (13 miles from Surprise, AZ)
- 8 days ago
- Glendale, AZ (13 miles from Surprise, AZ)
- 8 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 05-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Sun City West, AZ (1 mile from Surprise, AZ)
- 15 hours ago
- Sun City West, AZ (1 mile from Surprise, AZ)
- 15 hours ago
The Personal Banker will drive the focus of providing an outstanding customer service experience for Western Customers within each of our bank locations....
Personal Banker Glendale & 7th
- Phoenix, AZ (22 miles from Surprise, AZ)
- 4 days ago
- Phoenix, AZ (22 miles from Surprise, AZ)
- 4 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....
- Goodyear, AZ (19 miles from Surprise, AZ)
- 5 days ago
- Goodyear, AZ (19 miles from Surprise, AZ)
- 5 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...
- Phoenix, AZ (22 miles from Surprise, AZ)
- 5 days ago
- Phoenix, AZ (22 miles from Surprise, AZ)
- 5 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...
Personal Banker - 44th St & Camelback
- Phoenix, AZ (22 miles from Surprise, AZ)
- 5 days ago
- Phoenix, AZ (22 miles from Surprise, AZ)
- 5 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....
Personal Banking Representative
- Sun City West, AZ (1 mile from Surprise, AZ)
- 7 days ago
- Sun City West, AZ (1 mile from Surprise, AZ)
- 7 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 Work- Glendale, AZ (13 miles from Surprise, AZ)
- 7 days ago
- Glendale, AZ (13 miles from Surprise, AZ)
- 7 days ago
This job posting is anticipated to remain open for 30 days, from 05-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Phoenix, AZ (22 miles from Surprise, AZ)
- 8 days ago
- Phoenix, AZ (22 miles from Surprise, AZ)
- 8 days ago
This position is within PNC's Retail Banking Network organization. You will be based in Gilbert, AZ at the Baseline and Cooper Branch....
Personal Banker Bilingual Spanish
- Phoenix, AZ (22 miles from Surprise, AZ)
- 8 days ago
- Phoenix, AZ (22 miles from Surprise, AZ)
- 8 days ago
This position is within PNC's Retail Banking Network. You will be based in Phoenix, AZ at the 91st & Thomas Branch....
- Sun City, AZ (6 miles from Surprise, AZ)
- 9 days ago
- Sun City, AZ (6 miles from Surprise, 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....
Financial Advisor - Charleston, SC
- Phoenix, AZ (22 miles from Surprise, AZ)
- 11 days ago
- Phoenix, AZ (22 miles from Surprise, AZ)
- 11 days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Bilingual Financial Advisor II - South Phoenix Market
- Phoenix, AZ (22 miles from Surprise, AZ)
- 14 days ago
- Phoenix, AZ (22 miles from Surprise, AZ)
- 14 days ago
The Financial Advisor II is principally responsible for providing wealth management services to clients/prospects remotely and referral management....
- Phoenix, AZ (22 miles from Surprise, AZ)
- 15 days ago
- Phoenix, AZ (22 miles from Surprise, AZ)
- 15 days ago
About Renaissance Financial What we do is not just a job - it is a passion. Renaissance Financial is a comprehensive financial strategies firm with locations in St. Louis, Overland Park, Omaha,...
Financial Advisor (Training Provided)
- Phoenix, AZ (22 miles from Surprise, AZ)
- 15 days ago
- Phoenix, AZ (22 miles from Surprise, AZ)
- 15 days ago
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross...
Demographic Data for Surprise, AZ
Moving to Surprise, AZ? Find some basic demographic data about Surprise, AZ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Surprise, AZ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Surprise, 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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