Personal Banker Jobs in Anthem, AZ
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.
Senior Financial Advisor - Edward Jones Connections
- New River, AZ (4 miles from Anthem, AZ)
- 2 days ago
- New River, AZ (4 miles from Anthem, AZ)
- 2 days ago
Edward Jones Senior Financial Advisor - Edward Jones Connections in New River , Arizona You could say we're at the center of the center. Here at Edward Jones the client is our single focus and our...
- Surprise, AZ (20 miles from Anthem, AZ)
- 5 days ago
- Surprise, AZ (20 miles from Anthem, AZ)
- 5 days ago
Compensation & Benefits The Personal Banker position pays a minimum of $18.50....
Financial Advisor - Career Change Opportunity
- Sun City, AZ (20 miles from Anthem, AZ)
- 9 days ago
- Sun City, AZ (20 miles from Anthem, AZ)
- 9 days ago
['Edward Jones', '3.8', 'Financial Advisor - Career Change Opportunity', 'Apply on employer site', 'Apply now', 'Sun City, AZ', '', '$45K - $100K', '\xa0', '(Employer est.)'][]
- Sun City, AZ (20 miles from Anthem, AZ)
- 9 days ago
- Sun City, AZ (20 miles from Anthem, AZ)
- 9 days ago
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term...
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- El Mirage, AZ (22 miles from Anthem, AZ)
- 23 days ago
- El Mirage, AZ (22 miles from Anthem, AZ)
- 23 days ago
Compensation & Benefits The Personal Banker position pays a minimum of $18.50....
Demographic Data for Anthem, AZ
Moving to Anthem, AZ? Find some basic demographic data about Anthem, AZ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Anthem, AZ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Anthem, AZ offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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