Personal Banker Jobs in Gold Canyon, 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.
- Gilbert, AZ (21 miles from Gold Canyon, AZ)
- 12 hours ago
- Gilbert, AZ (21 miles from Gold Canyon, AZ)
- 12 hours ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
- Gilbert, AZ (21 miles from Gold Canyon, AZ)
- 1 day ago
- Gilbert, AZ (21 miles from Gold Canyon, AZ)
- 1 day ago
['FirstBank Holding Company', '3.5', 'Personal Banking Rep', 'Apply on employer site', 'Apply now', 'Gilbert, AZ'][]
- Gilbert, AZ (21 miles from Gold Canyon, AZ)
- 3 days ago
- Gilbert, AZ (21 miles from Gold Canyon, AZ)
- 3 days ago
There’s an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team!...
Remote WorkPersonal Banker 40 hours Fountain Hills
- Fountain Hills, AZ (24 miles from Gold Canyon, AZ)
- 14 days ago
- Fountain Hills, AZ (24 miles from Gold Canyon, AZ)
- 14 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....
- Mesa, AZ (24 miles from Gold Canyon, AZ)
- 16 days ago
- Mesa, AZ (24 miles from Gold Canyon, AZ)
- 16 days ago
Req ID: 75942 Location: Tempe -TEMP, Tulsa -TUL Areas of Interest: Commercial Banking; Treasury Services Pay Transparency Salary Range: Not Available Application Deadline: 03/21/2025 BOK Financial...
Financial Advisor Team Manager VP Gilbert, AZ
- Gilbert, AZ (21 miles from Gold Canyon, AZ)
- 30+ days ago
- Gilbert, AZ (21 miles from Gold Canyon, AZ)
- 30+ days ago
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees...
Personal Banker Associate - Fountain Hills
- Fountain Hills, AZ (24 miles from Gold Canyon, AZ)
- 30+ days ago
- Fountain Hills, AZ (24 miles from Gold Canyon, AZ)
- 30+ days ago
Description The Personal Banker Associate has responsibilities as both a Teller and a Personal Banker....
Financial Advisor - Acquisition Sales (VCS) - Gilbert, AZ
- Gilbert, AZ (21 miles from Gold Canyon, AZ)
- 30+ days ago
- Gilbert, AZ (21 miles from Gold Canyon, AZ)
- 30+ days ago
Virtual Advisor (MSVA) is Morgan Stanley's wealth management offering for mass affluent clients with a specific focus in the coveted Next-Gen retail space. Virtual Advisor operates out of US...
Virtual Client Financial Advisor - Gilbert, AZ
- Gilbert, AZ (21 miles from Gold Canyon, AZ)
- 30+ days ago
- Gilbert, AZ (21 miles from Gold Canyon, AZ)
- 30+ days ago
Joining the Morgan Stanley Virtual Client Solutions (VCS) group provides you with the security of a competitive salary and benefits package, but without the stress of prospecting, cold calling, or...
Licensed/Registered Virtual Client Financial Advisor - Gilbert, AZ
- Gilbert, AZ (21 miles from Gold Canyon, AZ)
- 30+ days ago
- Gilbert, AZ (21 miles from Gold Canyon, AZ)
- 30+ days ago
Joining the Morgan Stanley Virtual Client Solutions (VCS) group provides you with the security of a competitive salary and benefits package, but without the stress of prospecting, cold calling, or...
- Gilbert, AZ (17 miles from Gold Canyon, AZ)
- 45+ days ago
- Gilbert, AZ (17 miles from Gold Canyon, AZ)
- 45+ days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
Bilingual Spanish - Personal Banker
- Mesa, AZ (22 miles from Gold Canyon, AZ)
- 90+ days ago
- Mesa, AZ (22 miles from Gold Canyon, AZ)
- 90+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Bilingual Spanish - Personal Banker
- Mesa, AZ (24 miles from Gold Canyon, AZ)
- 90+ days ago
- Mesa, AZ (24 miles from Gold Canyon, AZ)
- 90+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Demographic Data for Gold Canyon, AZ
Moving to Gold Canyon, AZ? Find some basic demographic data about Gold Canyon, AZ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Gold Canyon, AZ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Gold Canyon, 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
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