Personal Banker Jobs in Salt Lake City, 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 Associate II - Southtown Mall
- Sandy, UT (8 miles from Salt Lake City, UT)
- 2 days ago
- Sandy, UT (8 miles from Salt Lake City, UT)
- 2 days ago
Banker job family....
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....
- Cottonwood Heights, UT (17 miles from Salt Lake City, UT)
- 3 days ago
- Cottonwood Heights, UT (17 miles from Salt Lake City, UT)
- 3 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...
Licensed Private Client Banker - Waterbury Branch
- Salt Lake City, UT
- 3 days ago
- Salt Lake City, UT
- 3 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...
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 Magna
- Magna, UT (5 miles from Salt Lake City, UT)
- 3 days ago
- Magna, UT (5 miles from Salt Lake City, UT)
- 3 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....
- Sandy, UT (8 miles from Salt Lake City, UT)
- 4 days ago
- Sandy, UT (8 miles from Salt Lake City, UT)
- 4 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....
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Private Client Banker - Cedar Hills and Lone Peak - Cedar Hills, UT
- Cedar Hills, UT (24 miles from Salt Lake City, UT)
- 24 days ago
- Cedar Hills, UT (24 miles from Salt Lake City, UT)
- 24 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...
Personal Banker, Saratoga Springs, UT
- Saratoga Springs, UT (18 miles from Salt Lake City, UT)
- 25 days ago
- Saratoga Springs, UT (18 miles from Salt Lake City, UT)
- 25 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 Associate -R25_0000001566
- Salt Lake City, UT
- 28 days ago
- Salt Lake City, UT
- 28 days ago
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing...
Personal Financial Representative - UT
- Salt Lake City, UT
- 28 days ago
- Salt Lake City, UT
- 28 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- Murray, UT (8 miles from Salt Lake City, UT)
- 30+ days ago
- Murray, UT (8 miles from Salt Lake City, 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....
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 Salt Lake City, UT
Moving to Salt Lake City, UT? Find some basic demographic data about Salt Lake City, UT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Salt Lake City, UT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Salt Lake City, 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
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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