Personal Banker Jobs in Mesa, 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.
- Phoenix, AZ (12 miles from Mesa, AZ)
- 14 hours ago
- Phoenix, AZ (12 miles from Mesa, AZ)
- 14 hours ago
Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKFs clients....
Merrill Team Financial Advisor
- Phoenix, AZ (12 miles from Mesa, AZ)
- 14 hours ago
- Phoenix, AZ (12 miles from Mesa, AZ)
- 14 hours ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Transitional Financial Advisor
- Tempe, AZ (3 miles from Mesa, AZ)
- 1 day ago
- Tempe, AZ (3 miles from Mesa, AZ)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 05-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banker 40 hour Dynamite & Alma School
- Scottsdale, AZ (6 miles from Mesa, AZ)
- 1 day ago
- Scottsdale, AZ (6 miles from Mesa, AZ)
- 1 day 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....
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HCM Client Service Consultant (HR/Payroll) Preferred Bilingual English/Spanish
- Tempe, AZ (3 miles from Mesa, AZ)
- 3 days ago
- Tempe, AZ (3 miles from Mesa, AZ)
- 3 days ago
HCM Client Service Consultant (HR/Payroll) Preferred Bilingual English/Spanish 3.8 3.8 out of 5 stars Tempe, AZ ADP is hiring a Client Service Consultant. Are you ready to join a company offering...
Personal Banker - Gainey Ranch
- Scottsdale, AZ (6 miles from Mesa, AZ)
- 4 days ago
- Scottsdale, AZ (6 miles from Mesa, AZ)
- 4 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....
- Chandler, AZ (8 miles from Mesa, AZ)
- 5 days ago
- Chandler, AZ (8 miles from Mesa, 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...
- Gilbert, AZ (11 miles from Mesa, AZ)
- 6 days ago
- Gilbert, AZ (11 miles from Mesa, AZ)
- 6 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
- Phoenix, AZ (12 miles from Mesa, AZ)
- 6 days ago
- Phoenix, AZ (12 miles from Mesa, AZ)
- 6 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 Associate - 48th & Chandler
- Phoenix, AZ (12 miles from Mesa, AZ)
- 7 days ago
- Phoenix, AZ (12 miles from Mesa, AZ)
- 7 days ago
Description The Personal Banker Associate has responsibilities as both a Teller and a Personal Banker....
- Phoenix, AZ (12 miles from Mesa, AZ)
- 9 days ago
- Phoenix, AZ (12 miles from Mesa, AZ)
- 9 days ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
Associate Roving Personal Banker - Northwest Metro Phx
- Phoenix, AZ (12 miles from Mesa, AZ)
- 10 days ago
- Phoenix, AZ (12 miles from Mesa, AZ)
- 10 days ago
Associate Roving Personal Banker - Northwest Metro Phx 3.6 3.6 out of 5 stars Phoenix, AZ Why Wells Fargo: Are you looking for more? Find it here....
- Tempe, AZ (3 miles from Mesa, AZ)
- 10 days ago
- Tempe, AZ (3 miles from Mesa, AZ)
- 10 days ago
Be a trusted advisor to our most complex Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex...
- Phoenix, AZ (12 miles from Mesa, AZ)
- 11 days ago
- Phoenix, AZ (12 miles from Mesa, AZ)
- 11 days ago
Mutual of America Financial Group Job Title: Client Relationship Manager Location: Seattle Who We Are: At Mutual of America Financial Group, we help people build the assets they need to achieve...
- Tempe, AZ (3 miles from Mesa, AZ)
- 11 days ago
- Tempe, AZ (3 miles from Mesa, AZ)
- 11 days ago
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud...
Demographic Data for Mesa, AZ
Moving to Mesa, AZ? Find some basic demographic data about Mesa, AZ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Mesa, AZ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Mesa, 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
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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