Personal Banker Jobs in Gilbert, 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
- Tempe, AZ (7 miles from Gilbert, AZ)
- 45+ days ago
- Tempe, AZ (7 miles from Gilbert, AZ)
- 45+ days ago
You could say we're at the center of the center. Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations...
This position is within PNC's Retail Banking Network. You will be based in Gilbert, AZ at the Warner and Gilbert Branch....
Engagement Financial Advisor Analyst
- Tempe, AZ (7 miles from Gilbert, AZ)
- 1 day ago
- Tempe, AZ (7 miles from Gilbert, AZ)
- 1 day ago
Position Summary Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk...
- Gilbert, AZ (3 miles from Gilbert, AZ)
- 3 days ago
- Gilbert, AZ (3 miles from Gilbert, AZ)
- 3 days ago
This position is within PNC's Retail Banking Network. You will be based in Gilbert, AZ at the Warner and Gilbert Branch....
Personal Banker Ray and McQueen
- Chandler, AZ (3 miles from Gilbert, AZ)
- 3 days ago
- Chandler, AZ (3 miles from Gilbert, AZ)
- 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....
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....
Personal Banker 9th St & Greenway
- Phoenix, AZ (16 miles from Gilbert, AZ)
- 3 days ago
- Phoenix, AZ (16 miles from Gilbert, AZ)
- 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....
- Phoenix, AZ (16 miles from Gilbert, AZ)
- 5 days ago
- Phoenix, AZ (16 miles from Gilbert, AZ)
- 5 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
- Mesa, AZ (7 miles from Gilbert, AZ)
- 5 days ago
- Mesa, AZ (7 miles from Gilbert, AZ)
- 5 days ago
Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Follow the established policies in...
Personal Banker Hunt Hwy and Gary
- San Tan Valley, AZ (17 miles from Gilbert, AZ)
- 6 days ago
- San Tan Valley, AZ (17 miles from Gilbert, AZ)
- 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....
- Phoenix, AZ (16 miles from Gilbert, AZ)
- 6 days ago
- Phoenix, AZ (16 miles from Gilbert, AZ)
- 6 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
Personal Banker - Gainey Ranch
- Scottsdale, AZ (13 miles from Gilbert, AZ)
- 7 days ago
- Scottsdale, AZ (13 miles from Gilbert, AZ)
- 7 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....
- Phoenix, AZ (16 miles from Gilbert, AZ)
- 7 days ago
- Phoenix, AZ (16 miles from Gilbert, AZ)
- 7 days ago
We are seeking a motivated and customer-focused Personal Banker to join our team....
Financial Advisor- RIA Firm- Phoenix, AZ
- Phoenix, AZ (16 miles from Gilbert, AZ)
- 11 days ago
- Phoenix, AZ (16 miles from Gilbert, AZ)
- 11 days ago
Financial Advisor Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients,...
Personal Banker 40 hour Dynamite & Alma School
- Scottsdale, AZ (13 miles from Gilbert, AZ)
- 11 days ago
- Scottsdale, AZ (13 miles from Gilbert, AZ)
- 11 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....
Demographic Data for Gilbert, AZ
Moving to Gilbert, AZ? Find some basic demographic data about Gilbert, AZ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Gilbert, AZ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Gilbert, 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
- Mortgage Lending
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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