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.
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote WorkPersonal Banker II (Albuquerque, NM, US, 87101)
- Albuquerque, NM
- 17 hours ago
- Albuquerque, NM
- 17 hours ago
Job Description The Personal Banker provides the best client experience possible for BOKF's clients....
Financial Advisor (Albuquerque, NM, US, 87101)
- Albuquerque, NM
- 17 hours ago
- Albuquerque, NM
- 17 hours ago
Req ID: 76803 Location: Albuquerque -ALBQ Areas of Interest: Financial Advisor Pay Transparency Salary Range: Not Available Application Deadline: 10/31/2025 BOK Financial Corporation Group...
Req ID: 76803 Location: Albuquerque -ALBQ Areas of Interest: Financial Advisor Pay Transparency Salary Range: Not Available Application Deadline: 10/31/2025 BOK Financial Corporation Group...
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...
Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate customer relationships, new and...
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....
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Southwest New Mexico Personal Banker 3.6 3.6 out of 5 stars 401 SUDDERTH DR, Ruidoso, NM 88345 Why Wells Fargo: Are you looking for more? Find it here....
Job Description The Personal Banker provides the best client experience possible for BOKF's clients....
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
Banker job family....
Personal Banker - Retail (Eligible for Signing Bonus) (Santa Fe, NM, US, 87501)
- Santa Fe, NM
- 13 days ago
- Santa Fe, NM
- 13 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)
- Santa Fe, NM
- 15 days ago
- Santa Fe, NM
- 15 days ago
Job Description The Personal Banker I provides the best client experience possible for BOKFs clients....
Personal Banker -Retail (Eligible for Signing Bonus) (Los Lunas, NM, US, 87031)
- Los Lunas, NM
- 18 days ago
- Los Lunas, NM
- 18 days ago
Job Description The Personal Banker provides the best client experience possible for BOKF's clients....
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
- Business Planning
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Lending
- Consumer Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- 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
- Inbound/Outbound Calling
- Closing
- Relationship Management
- Listening
- Retail
- Business Development
- Math
- Customer Relations
- High School Diploma
- Written Communication
- Telephone Skills
- Interpersonal Skills
- Reporting
- Policy Development
- Coaching
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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