Personal Banker Jobs in Orem, 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.
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 (20 miles from Orem, UT)
- 1 day ago
- Sandy, UT (20 miles from Orem, 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....
Associate Bank Financial Advisor
- American Fork, UT (8 miles from Orem, UT)
- 3 days ago
- American Fork, UT (8 miles from Orem, 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...
- Midvale, UT (22 miles from Orem, UT)
- 6 days ago
- Midvale, UT (22 miles from Orem, UT)
- 6 days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
- Cedar Hills, UT (5 miles from Orem, UT)
- 6 days ago
- Cedar Hills, UT (5 miles from Orem, UT)
- 6 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- American Fork, UT (8 miles from Orem, UT)
- 16 days ago
- American Fork, UT (8 miles from Orem, UT)
- 16 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...
Demographic Data for Orem, UT
Moving to Orem, UT? Find some basic demographic data about Orem, UT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Orem, UT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Orem, 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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