Personal Banker Jobs in New Mexico
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.
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...
Bilingual (spanish Speaking) Personal Banker II - Retail
- Albuquerque, NM
- 1 day ago
- Albuquerque, NM
- 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....
Processing customer account maintenance and standard branch transactions such as: address changes, check cashing, deposits and opening deposit and loan accounts....
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 I - Express Bank(Monday - Friday: 9:00am - 5:30PM MST and Saturdays 06:55AM-03:25PM)
- Albuquerque, NM
- 3 days ago
- Albuquerque, NM
- 3 days ago
Job Description The Personal Banker I provides the best client experience possible for BOKFs clients....
Banker job family....
Personal Financial Representative NM New Mexico,NM,United States of America **Hybrid** Work a weekly schedule with some in-office days and some days remote. Experienced Professional Sales Job # :...
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...
Job Overview This job posting is anticipated to remain open for 30 days, from 02-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
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....
This job posting is anticipated to remain open for 30 days, from 02-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
**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....
Labatt Food Service is seeking a high energy, customer focused, motivated account manager who wants to build a career representing Labatt in supplying food to restaurant chains and independent...
Job Overview** This job posting is anticipated to remain open for 30 days, from 02-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
If you are looking for an opportunity to join our team, our Personal Banker role might be right for you....
Demographic Data for New Mexico
Moving to New Mexico? Find some basic demographic data about New Mexico below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in New Mexico
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in New Mexico 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
- Certified Financial Planner
- Check Cashing
- 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
- Investigation
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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