Personal Banker Jobs in Holladay, 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.
Personal Banker South Jordan District
- South Jordan, UT (10 miles from Holladay, UT)
- 1 day ago
- South Jordan, UT (10 miles from Holladay, 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....
Private Client Banker - One Utah - Salt Lake City, UT
- Salt Lake City, UT (10 miles from Holladay, UT)
- 10 days ago
- Salt Lake City, UT (10 miles from Holladay, UT)
- 10 days ago
JobID: 210638030 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-20T16:44:35+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
Personal Banker Kimball Junction
- Park City, UT (17 miles from Holladay, UT)
- 14 days ago
- Park City, UT (17 miles from Holladay, 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....
Personal Banker Bilingual Spanish Marketplace at 18th
- Salt Lake City, UT (4 miles from Holladay, UT)
- 19 days ago
- Salt Lake City, UT (4 miles from Holladay, UT)
- 19 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....
Private Client Banker - Olympus - Salt Lake City, UT
- Salt Lake City, UT (10 miles from Holladay, UT)
- 21 days ago
- Salt Lake City, UT (10 miles from Holladay, UT)
- 21 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
US Experienced Financial Advisor
- Salt Lake City, UT (10 miles from Holladay, UT)
- 25 days ago
- Salt Lake City, UT (10 miles from Holladay, UT)
- 25 days ago
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...
Personal Banker Bilingual Spanish Kimball Junction
- Park City, UT (17 miles from Holladay, UT)
- 30+ days ago
- Park City, UT (17 miles from Holladay, 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....
Merrill Experienced Financial Advisor
- Salt Lake City, UT (10 miles from Holladay, UT)
- 30+ days ago
- Salt Lake City, UT (10 miles from Holladay, UT)
- 30+ 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....
Personal Banker, Saratoga Springs, UT
- Saratoga Springs, UT (18 miles from Holladay, UT)
- 45+ days ago
- Saratoga Springs, UT (18 miles from Holladay, 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....
- Murray, UT (2 miles from Holladay, UT)
- 45+ days ago
- Murray, UT (2 miles from Holladay, UT)
- 45+ 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 (10 miles from Holladay, UT)
- 90+ days ago
- Salt Lake City, UT (10 miles from Holladay, 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 Holladay, UT
Moving to Holladay, UT? Find some basic demographic data about Holladay, UT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Holladay, UT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Holladay, UT 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
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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