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.
- Phoenix, AZ (22 miles from Surprise, AZ)
- 4 hours ago
- Phoenix, AZ (22 miles from Surprise, AZ)
- 4 hours ago
Mutual of America Financial Group Job Title: Client Relationship Manager Location: Seattle Who We Are: At Mutual of America Financial Group, we help people build the assets they need to achieve...
Associate Personal Banker - East Ahwatukee
- Phoenix, AZ (22 miles from Surprise, AZ)
- 7 hours ago
- Phoenix, AZ (22 miles from Surprise, AZ)
- 7 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....
Associate Roving Personal Banker - Northwest Metro Phx
- Sun City, AZ (6 miles from Surprise, AZ)
- 20 hours ago
- Sun City, AZ (6 miles from Surprise, AZ)
- 20 hours 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....
- Phoenix, AZ (22 miles from Surprise, AZ)
- 1 day ago
- Phoenix, AZ (22 miles from Surprise, AZ)
- 1 day ago
Join us today as a Personal Banker II. Job Description The Personal Banker II provides the best client experience possible for BOKF's clients....
Bilingual Personal Banker Seventh Street
- Phoenix, AZ (22 miles from Surprise, AZ)
- 2 days ago
- Phoenix, AZ (22 miles from Surprise, 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....
- 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 Deer Valley Branch location....
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...
- Sun City, AZ (6 miles from Surprise, AZ)
- 10 days ago
- Sun City, AZ (6 miles from Surprise, AZ)
- 10 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....
- Phoenix, AZ (22 miles from Surprise, AZ)
- 10 days ago
- Phoenix, AZ (22 miles from Surprise, AZ)
- 10 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
- Phoenix, AZ (22 miles from Surprise, AZ)
- 11 days ago
- Phoenix, AZ (22 miles from Surprise, AZ)
- 11 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
- Phoenix, AZ (22 miles from Surprise, AZ)
- 12 days ago
- Phoenix, AZ (22 miles from Surprise, AZ)
- 12 days ago
We are seeking a motivated and customer-focused Personal Banker to join our team....
Financial Advisor- RIA Firm- Phoenix, AZ
- Phoenix, AZ (22 miles from Surprise, AZ)
- 15 days ago
- Phoenix, AZ (22 miles from Surprise, AZ)
- 15 days ago
Financial Advisor Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients,...
- Phoenix, AZ (22 miles from Surprise, AZ)
- 17 days ago
- Phoenix, AZ (22 miles from Surprise, AZ)
- 17 days 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...
Sr. Manager, Financial Advisor Center
- Phoenix, AZ (22 miles from Surprise, AZ)
- 20 days ago
- Phoenix, AZ (22 miles from Surprise, AZ)
- 20 days ago
Sr. Manager, Advisor Center (Phoenix, AZ/Hybrid) At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward! We know that assets have the power to fund...
- Glendale, AZ (13 miles from Surprise, AZ)
- 20 days ago
- Glendale, AZ (13 miles from Surprise, AZ)
- 20 days ago
Union Hills Dr., Suite 106, Glendale, AZ 85308 OneAZ's Personal Bankers emulate the Credit Union's Core Values by building relationships with members, and providing trusted advice in discovering, growing...
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
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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