Personal Banker Jobs in Centerville, 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.
- Murray, UT (19 miles from Centerville, UT)
- 4 hours ago
- Murray, UT (19 miles from Centerville, UT)
- 4 hours 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....
- Salt Lake City, UT (21 miles from Centerville, UT)
- 10 hours ago
- Salt Lake City, UT (21 miles from Centerville, UT)
- 10 hours ago
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help...
- Salt Lake City, UT (21 miles from Centerville, UT)
- 9 days ago
- Salt Lake City, UT (21 miles from Centerville, UT)
- 9 days ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
Personal Banker Bilingual Kearns
- Kearns, UT (20 miles from Centerville, UT)
- 11 days ago
- Kearns, UT (20 miles from Centerville, UT)
- 11 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....
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Personal Banker Midvale Riverwalk
- Midvale, UT (22 miles from Centerville, UT)
- 12 days ago
- Midvale, UT (22 miles from Centerville, UT)
- 12 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....
Virtual Client Financial Advisor (June/July class) - Sandy, UT
- Sandy, UT (24 miles from Centerville, UT)
- 30+ days ago
- Sandy, UT (24 miles from Centerville, UT)
- 30+ days ago
management services....
Financial Advisor - Acquisition Sales (VCS) - Sandy, UT
- Sandy, UT (24 miles from Centerville, UT)
- 90+ days ago
- Sandy, UT (24 miles from Centerville, UT)
- 90+ days ago
Virtual Advisor (MSVA) is Morgan Stanley's wealth management offering for mass affluent clients with a specific focus in the coveted Next-Gen retail space....
Personal Financial Representative - UT
- Salt Lake City, UT (21 miles from Centerville, UT)
- 45+ days ago
- Salt Lake City, UT (21 miles from Centerville, UT)
- 45+ 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 Work- Salt Lake City, UT (16 miles from Centerville, UT)
- 45+ days ago
- Salt Lake City, UT (16 miles from Centerville, UT)
- 45+ 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....
Financial Advisor - Salt Lake City
- Salt Lake City, UT (21 miles from Centerville, UT)
- 60+ days ago
- Salt Lake City, UT (21 miles from Centerville, UT)
- 60+ 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...
Licensed Private Client Banker - Waterbury Branch
- Salt Lake City, UT (21 miles from Centerville, UT)
- 90+ days ago
- Salt Lake City, UT (21 miles from Centerville, UT)
- 90+ days ago
Location: 5625 S Van Winkle Expressway - Salt Lake City, Utah 84121-0339 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The...
Demographic Data for Centerville, UT
Moving to Centerville, UT? Find some basic demographic data about Centerville, UT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Centerville, UT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Centerville, UT 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
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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