Personal Banker Jobs in Phoenix, 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.
Transitional Financial Advisor
- Tempe, AZ (9 miles from Phoenix, AZ)
- 4 days ago
- Tempe, AZ (9 miles from Phoenix, AZ)
- 4 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...
Personal Banking Representative
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 7 hours ago
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 7 hours 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 Work- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 21 hours ago
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 21 hours ago
banking experience including deposit, loan, and account opening experience, may be considered for the position of a Personal Banker II....
Bilingual Spanish Personal Banker
- Phoenix, AZ (5 miles from Phoenix, AZ)
- 1 day ago
- Phoenix, AZ (5 miles from Phoenix, AZ)
- 1 day ago
This position is within PNC's Retail Banking Network organization. You will be based in Phoenix, AZ at the West Thomas Branch location....
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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 (12 miles from Phoenix, AZ)
- 1 day ago
- Mesa, AZ (12 miles from Phoenix, AZ)
- 1 day ago
Also responsible for uncovering and originating consumer lending opportunities....
Personal Banker North Phoenix Scottsdale
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 2 days ago
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 2 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....
- Glendale, AZ (8 miles from Phoenix, AZ)
- 3 days ago
- Glendale, AZ (8 miles from Phoenix, AZ)
- 3 days ago
This position is within PNC's Retail Banking Network. You will be based in Glendale, AZ at the Arrowhead Branch location....
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....
- Mesa, AZ (12 miles from Phoenix, AZ)
- 3 days ago
- Mesa, AZ (12 miles from Phoenix, AZ)
- 3 days ago
A Personal Banker is creative and can think outside the box to provide relevant solutions to our clients, while maintaining our Vision, Mission, and Values....
Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKFs clients....
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Personal Banker - 99th Ave & Bell
- Sun City, AZ (16 miles from Phoenix, AZ)
- 4 days ago
- Sun City, AZ (16 miles from Phoenix, 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....
Personal Banker 40 hour Dynamite & Alma School
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 4 days ago
- Scottsdale, AZ (11 miles from Phoenix, 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....
Demographic Data for Phoenix, AZ
Moving to Phoenix, AZ? Find some basic demographic data about Phoenix, AZ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Phoenix, AZ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Phoenix, 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
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- 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
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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