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.
- South Jordan, UT (6 miles from Salt Lake City, UT)
- 1 day ago
- South Jordan, UT (6 miles from Salt Lake City, UT)
- 1 day ago
Personal Banker Retail Banking Group South Jordan, Utah NA, Utah **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering...
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 - Certification Provided
- Tooele, UT (20 miles from Salt Lake City, UT)
- 5 days ago
- Tooele, UT (20 miles from Salt Lake City, UT)
- 5 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 27-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker Bilingual Kearns
- Kearns, UT (1 mile from Salt Lake City, UT)
- 6 days ago
- Kearns, UT (1 mile from Salt Lake City, UT)
- 6 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....
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- Tooele, UT (20 miles from Salt Lake City, UT)
- 16 days ago
- Tooele, UT (20 miles from Salt Lake City, UT)
- 16 days ago
This job posting is anticipated to remain open for 30 days, from 27-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Private Client Banker - One Utah - Salt Lake City, UT
- Salt Lake City, UT
- 23 days ago
- Salt Lake City, UT
- 23 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...
Customer Relationship Manager - Draper
- Draper, UT (13 miles from Salt Lake City, UT)
- 30+ days ago
- Draper, UT (13 miles from Salt Lake City, UT)
- 30+ 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...
Merrill Experienced Financial Advisor
- Salt Lake City, UT
- 45+ days ago
- Salt Lake City, UT
- 45+ 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 Salt Lake City, UT)
- 60+ days ago
- Saratoga Springs, UT (18 miles from Salt Lake City, UT)
- 60+ 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 (8 miles from Salt Lake City, UT)
- 60+ days ago
- Murray, UT (8 miles from Salt Lake City, UT)
- 60+ 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
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- 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
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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