Personal Banker Jobs in Arizona
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.
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
Senior Financial Advisor - Edward Jones Connections
- New River, AZ
- 18 hours ago
- New River, AZ
- 18 hours ago
Edward Jones Senior Financial Advisor - Edward Jones Connections in New River , Arizona You could say we're at the center of the center. Here at Edward Jones the client is our single focus and our...
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...
Judson Group has been retained by a boutique RIA in the search for a Financial Advisor - CFP. This individual will report directly to the owner, take over existing client relationships, and will...
['FirstBank Holding Company', '3.5', 'Personal Banking Rep', 'Apply on employer site', 'Apply now', 'Gilbert, AZ'][]
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,...
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...
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
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...
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....
Financial Advisor- Freedom Financial Planning Group- Greensboro, NC
- Phoenix, AZ
- 1 day ago
- Phoenix, AZ
- 1 day ago
Freedom Financial Planning Group, an established financial services practice for Thrivent located in Greensboro, NC, is looking to grow and support a full-time Financial Professional. By joining...
Private Client Banker - Shea & 90th Branch, Scottsdale, AZ
- Scottsdale, AZ
- 1 day ago
- Scottsdale, AZ
- 1 day ago
JobID: 210605768 Category: Private Client Bankers JobSchedule: Part time Posted Date: 2025-03-10T17:47:29+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
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 WorkThe Personal Banker will drive the focus of providing an outstanding customer service experience for Western Customers within each of our bank locations....
Compensation & Benefits The Personal Banker position pays a minimum of $18.50....
Demographic Data for Arizona
Moving to Arizona? Find some basic demographic data about Arizona below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Arizona
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Arizona 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
Other Career Titles
Here are some other career titles that require similar skills
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