Personal Banker Jobs in Queen Creek, 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 (17 miles from Queen Creek, AZ)
- 2 days ago
- Gilbert, AZ (17 miles from Queen Creek, AZ)
- 2 days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
- Tempe, AZ (24 miles from Queen Creek, AZ)
- 2 days ago
- Tempe, AZ (24 miles from Queen Creek, 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....
- Tempe, AZ (24 miles from Queen Creek, AZ)
- 4 days ago
- Tempe, AZ (24 miles from Queen Creek, AZ)
- 4 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....
HQ Transitional Financial Advisor
- Tempe, AZ (24 miles from Queen Creek, AZ)
- 4 days ago
- Tempe, AZ (24 miles from Queen Creek, AZ)
- 4 days ago
Edward Jones has an opening for a Transitional Financial Advisor to maintain relationships with clients when former financial advisors (FAs) are unable to meet that obligation. This position...
Personal Banker/Good Neighbor Club Director
- Chandler, AZ (20 miles from Queen Creek, AZ)
- 5 days ago
- Chandler, AZ (20 miles from Queen Creek, AZ)
- 5 days ago
The Personal Banker will drive the focus of providing an outstanding customer service experience for Western Customers within each of our bank locations....
Financial Advisor - Edward Jones Connection
- Tempe, AZ (24 miles from Queen Creek, AZ)
- 10 days ago
- Tempe, AZ (24 miles from Queen Creek, AZ)
- 10 days ago
The Branch Development division at Edward Jones hires, trains, supports and develops the branch team to deliver the ideal client experience. As the key connection between branches and the home...
Custody, Client Service, Consultant
- Tempe, AZ (24 miles from Queen Creek, AZ)
- 10 days ago
- Tempe, AZ (24 miles from Queen Creek, AZ)
- 10 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...
- Mesa, AZ (23 miles from Queen Creek, AZ)
- 18 days ago
- Mesa, AZ (23 miles from Queen Creek, AZ)
- 18 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...
- Tempe, AZ (24 miles from Queen Creek, AZ)
- 21 days ago
- Tempe, AZ (24 miles from Queen Creek, AZ)
- 21 days ago
Financial Advisor Assistant Reports to: President and Financial Advisor Summary of Responsibilities: This position provides administrative support to the owner/ Advisor of an Independent Financial...
Private Client Banker - McClintock and Ray - Chandler, AZ
- Chandler, AZ (20 miles from Queen Creek, AZ)
- 23 days ago
- Chandler, AZ (20 miles from Queen Creek, AZ)
- 23 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Senior Financial Advisor - Edward Jones Connections
- Tempe, AZ (24 miles from Queen Creek, AZ)
- 24 days ago
- Tempe, AZ (24 miles from Queen Creek, AZ)
- 24 days ago
The Edward Jones Connection Team at Edward Jones exists to enable branch team to optimize their practice by creating capacity, through serving clients in partnership. The Sr. Financial Advisor is...
Experienced Financial Advisor Recruiter
- Tempe, AZ (24 miles from Queen Creek, AZ)
- 24 days ago
- Tempe, AZ (24 miles from Queen Creek, AZ)
- 24 days ago
Are you an experienced Recruiter looking to take your career to the next level? Are you passionate about recruiting top talent within the financial services industry? If so, the Experienced...
Financial Advisor Team Manager VP Gilbert, AZ
- Gilbert, AZ (17 miles from Queen Creek, AZ)
- 30+ days ago
- Gilbert, AZ (17 miles from Queen Creek, 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...
Financial Advisor - Acquisition Sales (VCS) - Gilbert, AZ
- Gilbert, AZ (17 miles from Queen Creek, AZ)
- 30+ days ago
- Gilbert, AZ (17 miles from Queen Creek, 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 (17 miles from Queen Creek, AZ)
- 30+ days ago
- Gilbert, AZ (17 miles from Queen Creek, 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...
Demographic Data for Queen Creek, AZ
Moving to Queen Creek, AZ? Find some basic demographic data about Queen Creek, AZ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Queen Creek, AZ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Queen Creek, 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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