Personal Banker Jobs in Higley, 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.
Producing Advisor [Licensed Series 65 Financial Advisor & Life Insurance License]
- Scottsdale, AZ (17 miles from Higley, AZ)
- 1 hour ago
- Scottsdale, AZ (17 miles from Higley, AZ)
- 1 hour ago
Producing Advisor [Licensed Series 65 Financial Advisor & Life Insurance License] Putting client needs first is deeply rooted in the Juniper Wealth Management culture and at the core of everything...
- Scottsdale, AZ (17 miles from Higley, AZ)
- 1 hour ago
- Scottsdale, AZ (17 miles from Higley, AZ)
- 1 hour ago
Exciting Opportunity for Experienced Advisor without portable assets!???? Position: Financial Advisor Location: Scottsdale, Arizona About Us: We are an independent financial services practice...
- Phoenix, AZ (22 miles from Higley, AZ)
- 2 hours ago
- Phoenix, AZ (22 miles from Higley, AZ)
- 2 hours ago
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Personal Banker 40 hour Dynamite & Alma School
- Scottsdale, AZ (17 miles from Higley, AZ)
- 3 hours ago
- Scottsdale, AZ (17 miles from Higley, AZ)
- 3 hours 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....
- Scottsdale, AZ (17 miles from Higley, AZ)
- 4 hours ago
- Scottsdale, AZ (17 miles from Higley, AZ)
- 4 hours ago
Three to five years prior retail banking experience is preferred. NMLS certification is preferred. Recent consumer lending experience is preferred....
Personal Banker Seventh Street
- Phoenix, AZ (22 miles from Higley, AZ)
- 17 hours ago
- Phoenix, AZ (22 miles from Higley, AZ)
- 17 hours 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....
Personal Banker 40 hours Desert Ridge
- Phoenix, AZ (22 miles from Higley, AZ)
- 17 hours ago
- Phoenix, AZ (22 miles from Higley, AZ)
- 17 hours 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....
Personal Banker - Gainey Ranch
- Scottsdale, AZ (17 miles from Higley, AZ)
- 17 hours ago
- Scottsdale, AZ (17 miles from Higley, AZ)
- 17 hours 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....
- Gilbert, AZ (6 miles from Higley, AZ)
- 1 day ago
- Gilbert, AZ (6 miles from Higley, AZ)
- 1 day ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
- Tempe, AZ (13 miles from Higley, AZ)
- 1 day ago
- Tempe, AZ (13 miles from Higley, AZ)
- 1 day ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
Senior Financial Advisor - Edward Jones Connections
- Bapchule, AZ (24 miles from Higley, AZ)
- 2 days ago
- Bapchule, AZ (24 miles from Higley, AZ)
- 2 days ago
Edward Jones Senior Financial Advisor - Edward Jones Connections in Bapchule , Arizona You could say we're at the center of the center. Here at Edward Jones the client is our single focus and our...
- Scottsdale, AZ (17 miles from Higley, AZ)
- 2 days ago
- Scottsdale, AZ (17 miles from Higley, AZ)
- 2 days ago
Be in Business for Yourself, not By Yourself Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and...
- Scottsdale, AZ (17 miles from Higley, AZ)
- 2 days ago
- Scottsdale, AZ (17 miles from Higley, AZ)
- 2 days ago
Are you ready to take your financial advisory career to the next level with a dynamic, forward-thinking team? At Bayntree Wealth Advisors in Scottsdale, AZ we're looking for a passionate,...
Financial Advisor - Vedra Beach/St. Augustine
- Phoenix, AZ (22 miles from Higley, AZ)
- 2 days ago
- Phoenix, AZ (22 miles from Higley, AZ)
- 2 days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
- Tempe, AZ (13 miles from Higley, AZ)
- 2 days ago
- Tempe, AZ (13 miles from Higley, AZ)
- 2 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....
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Higley, AZ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Higley, 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
- 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
- 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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