Personal Banker Jobs in Utah
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.
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...
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....
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
- 9 days ago
- Salt Lake City, UT
- 9 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...
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....
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....
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...
Personal Banker Bilingual Spanish Marketplace at 18th
- Salt Lake City, UT
- 18 days ago
- Salt Lake City, UT
- 18 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
- 20 days ago
- Salt Lake City, UT
- 20 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...
Retail Personal Banker Associate II - Ogden At 83 (Westmont, IL) - Full Time
- Ogden, UT
- 23 days ago
- Ogden, UT
- 23 days ago
Banker job family....
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 Financial Representative UT Utah,UT,United States of America **Hybrid** Work a weekly schedule with some in-office days and some days remote. Experienced Professional Sales Job # :...
Personal Banker Bilingual Spanish Kimball Junction
- Park City, UT
- 29 days ago
- Park City, UT
- 29 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....
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...
Merrill Experienced Financial Advisor
- Salt Lake City, UT
- 30+ days ago
- Salt Lake City, 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....
Demographic Data for Utah
Moving to Utah? Find some basic demographic data about Utah below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Utah
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Utah 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »