Personal Banker Jobs in Lindon, 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.
Roving Personal Banker Salt Lake South
- Murray, UT (23 miles from Lindon, UT)
- 14 hours ago
- Murray, UT (23 miles from Lindon, UT)
- 14 hours ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Personal Banker, BYU Branch, Provo, UT
- Provo, UT (8 miles from Lindon, UT)
- 23 hours ago
- Provo, UT (8 miles from Lindon, 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....
Personal Banker Kimball Junction
- Park City, UT (24 miles from Lindon, UT)
- 7 days ago
- Park City, UT (24 miles from Lindon, UT)
- 7 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....
Customer Relationship Manager - Draper
- Draper, UT (13 miles from Lindon, UT)
- 10 days ago
- Draper, UT (13 miles from Lindon, UT)
- 10 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...
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Personal Banker Associate II - Southtown Mall
- Sandy, UT (18 miles from Lindon, UT)
- 17 days ago
- Sandy, UT (18 miles from Lindon, UT)
- 17 days ago
Banker job family....
Personal Banker Bilingual Spanish Kimball Junction
- Park City, UT (24 miles from Lindon, UT)
- 23 days ago
- Park City, UT (24 miles from Lindon, UT)
- 23 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....
- Provo, UT (8 miles from Lindon, UT)
- 28 days ago
- Provo, UT (8 miles from Lindon, UT)
- 28 days ago
As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and...
Personal Banker, Saratoga Springs, UT
- Saratoga Springs, UT (9 miles from Lindon, UT)
- 30+ days ago
- Saratoga Springs, UT (9 miles from Lindon, 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....
- Murray, UT (23 miles from Lindon, UT)
- 45+ days ago
- Murray, UT (23 miles from Lindon, 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....
Demographic Data for Lindon, UT
Moving to Lindon, UT? Find some basic demographic data about Lindon, UT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lindon, UT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lindon, 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
- Customer Satisfaction
- Referrals
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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