Personal Banker Jobs in Alta, UT
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.
- Salt Lake City, UT (13 miles from Alta, UT)
- 3 hours ago
- Salt Lake City, UT (13 miles from Alta, UT)
- 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...
Private Client Banker - OREM Branch
- Orem, UT (17 miles from Alta, UT)
- 12 hours ago
- Orem, UT (17 miles from Alta, UT)
- 12 hours ago
ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending...
- Sandy, UT (5 miles from Alta, UT)
- 23 hours ago
- Sandy, UT (5 miles from Alta, UT)
- 23 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 Bank Financial Advisor
- American Fork, UT (10 miles from Alta, UT)
- 3 days ago
- American Fork, UT (10 miles from Alta, UT)
- 3 days ago
About this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of...
- Salt Lake City, UT (13 miles from Alta, UT)
- 6 days ago
- Salt Lake City, UT (13 miles from Alta, UT)
- 6 days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
- Cedar Hills, UT (12 miles from Alta, UT)
- 6 days ago
- Cedar Hills, UT (12 miles from Alta, UT)
- 6 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Bilingual Personal Banker, Magna, UT
- Magna, UT (17 miles from Alta, UT)
- 6 days ago
- Magna, UT (17 miles from Alta, UT)
- 6 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 Banker, Timpanogos Branch, Lindon, UT
- Lindon, UT (15 miles from Alta, UT)
- 14 days ago
- Lindon, UT (15 miles from Alta, UT)
- 14 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....
- American Fork, UT (10 miles from Alta, UT)
- 15 days ago
- American Fork, UT (10 miles from Alta, UT)
- 15 days ago
Universal Banker Qualifications High school diploma or equivalent, minimum age: 18, previous experience in customer service and financial services, knowledge of consumer lending practices, strong proficiency...
Personal Financial Representative - UT
- Salt Lake City, UT (13 miles from Alta, UT)
- 30+ days ago
- Salt Lake City, UT (13 miles from Alta, UT)
- 30+ days ago
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 WorkCustomer Relationship Manager - Draper
- Draper, UT (5 miles from Alta, UT)
- 60+ days ago
- Draper, UT (5 miles from Alta, UT)
- 60+ days ago
About Credit Corp Solutions Credit Corp Group is not your average debt collection agency. With over 2,000 employees across Australia, the USA, and the Philippines, we offer a dynamic and...
Merrill Experienced Financial Advisor
- Salt Lake City, UT (13 miles from Alta, UT)
- 60+ days ago
- Salt Lake City, UT (13 miles from Alta, UT)
- 60+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
- Murray, UT (7 miles from Alta, UT)
- 90+ days ago
- Murray, UT (7 miles from Alta, UT)
- 90+ 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 - Salt Lake City
- Salt Lake City, UT (13 miles from Alta, UT)
- 90+ days ago
- Salt Lake City, UT (13 miles from Alta, UT)
- 90+ days ago
As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable...
Demographic Data for Alta, UT
Moving to Alta, UT? Find some basic demographic data about Alta, UT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Alta, UT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Alta, UT 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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