Personal Banker Jobs in Draper, 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.
- South Jordan, UT (7 miles from Draper, UT)
- 1 day ago
- South Jordan, UT (7 miles from Draper, UT)
- 1 day 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 Midvale Riverwalk
- Midvale, UT (8 miles from Draper, UT)
- 1 day ago
- Midvale, UT (8 miles from Draper, UT)
- 1 day 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....
- Provo, UT (20 miles from Draper, UT)
- 5 days ago
- Provo, UT (20 miles from Draper, UT)
- 5 days ago
High school diploma or equivalent, minimum age 18, previous experience in customer service and financial services, familiarity with consumer lending, cash handling....
Contact Center Personal Banker
- Salt Lake City, UT (13 miles from Draper, UT)
- 10 days ago
- Salt Lake City, UT (13 miles from Draper, UT)
- 10 days ago
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote Work- Salt Lake City, UT (13 miles from Draper, UT)
- 11 days ago
- Salt Lake City, UT (13 miles from Draper, UT)
- 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...
- Salt Lake City, UT (13 miles from Draper, UT)
- 11 days ago
- Salt Lake City, UT (13 miles from Draper, UT)
- 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...
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...
Licensed Private Client Banker
- Provo, UT (20 miles from Draper, UT)
- 16 days ago
- Provo, UT (20 miles from Draper, UT)
- 16 days ago
Location: 207 North University - Provo, Utah 84603-1444 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Virtual Client Financial Advisor (June/July class) - Sandy, UT
- Sandy, UT (5 miles from Draper, UT)
- 30+ days ago
- Sandy, UT (5 miles from Draper, UT)
- 30+ days ago
management services....
Financial Advisor - Acquisition Sales (VCS) - Sandy, UT
- Sandy, UT (5 miles from Draper, UT)
- 60+ days ago
- Sandy, UT (5 miles from Draper, UT)
- 60+ 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....
- Salt Lake City, UT (13 miles from Draper, UT)
- 30+ days ago
- Salt Lake City, UT (13 miles from Draper, UT)
- 30+ 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....
Personal Financial Representative - UT
- Salt Lake City, UT (13 miles from Draper, UT)
- 30+ days ago
- Salt Lake City, UT (13 miles from Draper, 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 Work- Salt Lake City, UT (14 miles from Draper, UT)
- 30+ days ago
- Salt Lake City, UT (14 miles from Draper, UT)
- 30+ 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 (13 miles from Draper, UT)
- 45+ days ago
- Salt Lake City, UT (13 miles from Draper, UT)
- 45+ 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 (13 miles from Draper, UT)
- 90+ days ago
- Salt Lake City, UT (13 miles from Draper, 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 Draper, UT
Moving to Draper, UT? Find some basic demographic data about Draper, UT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Draper, UT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Draper, 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
- 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
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »