Personal Banker Jobs in Bernalillo, NM
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.
Personal Banker Bilingual North Fourth
- Albuquerque, NM (20 miles from Bernalillo, NM)
- 3 days ago
- Albuquerque, NM (20 miles from Bernalillo, NM)
- 3 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....
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....
Private Client Banker - Uptown-Albuquerque, NM
- Albuquerque, NM (20 miles from Bernalillo, NM)
- 8 days ago
- Albuquerque, NM (20 miles from Bernalillo, NM)
- 8 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...
- Albuquerque, NM (20 miles from Bernalillo, NM)
- 8 days ago
- Albuquerque, NM (20 miles from Bernalillo, NM)
- 8 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....
- Albuquerque, NM (20 miles from Bernalillo, NM)
- 15 days ago
- Albuquerque, NM (20 miles from Bernalillo, NM)
- 15 days ago
Calling all social entrepreneurs, Client Relationship Managers, and Account Managers! Come work with a purpose! Are you a people person who is results-oriented? Do you pride yourself on being...
Personal Banker I -(Care Center-1130AM-8PM MST, Sat 730AM-4PM MST)
- Albuquerque, NM (20 miles from Bernalillo, NM)
- 17 days ago
- Albuquerque, NM (20 miles from Bernalillo, NM)
- 17 days ago
The Personal Banker I provides the best client experience possible for BOKF's clients....
Personal Banker I - Care Center(9:30AM-06:00PM MST, Sat 07:30AM-05:00PM MST)
- Albuquerque, NM (20 miles from Bernalillo, NM)
- 17 days ago
- Albuquerque, NM (20 miles from Bernalillo, NM)
- 17 days ago
Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKFs clients....
Personal Banker I -(Care Center-1230PM-9PM CST, Sat 830am-5pm CST)
- Albuquerque, NM (20 miles from Bernalillo, NM)
- 27 days ago
- Albuquerque, NM (20 miles from Bernalillo, NM)
- 27 days ago
The Personal Banker I provides the best client experience possible for BOKFs clients....
Personal Banker I - Care Center(10:30am-07:00pm CST, Sat 08:30-05:00 CST)
- Albuquerque, NM (20 miles from Bernalillo, NM)
- 27 days ago
- Albuquerque, NM (20 miles from Bernalillo, NM)
- 27 days ago
Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKFs clients....
- Albuquerque, NM (20 miles from Bernalillo, NM)
- 30+ days ago
- Albuquerque, NM (20 miles from Bernalillo, NM)
- 30+ days ago
As a Personal Banker, youll receive extensive training on UMBs products and services, the sales process, and offering financial solutions....
Client Relationship Manager III (Commercial Loan Officer III)
- Albuquerque, NM (20 miles from Bernalillo, NM)
- 30+ days ago
- Albuquerque, NM (20 miles from Bernalillo, NM)
- 30+ days ago
Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team...
- Albuquerque, NM (20 miles from Bernalillo, NM)
- 30+ days ago
- Albuquerque, NM (20 miles from Bernalillo, NM)
- 30+ days ago
Financial Services Advisor Job Category: Financial Services Requisition Number: FINAN007364 Posting Details Posted: January 28, 2025 Full-Time On-site Locations Albuquerque, NM 87107, USA Job...
Financial Advisor-Albuquerque, NM
- Albuquerque, NM (20 miles from Bernalillo, NM)
- 30+ days ago
- Albuquerque, NM (20 miles from Bernalillo, NM)
- 30+ days ago
Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some...
- Albuquerque, NM (20 miles from Bernalillo, NM)
- 45+ days ago
- Albuquerque, NM (20 miles from Bernalillo, NM)
- 45+ days ago
Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKF's clients....
Merrill Market Client Relationship Manager
- Albuquerque, NM (20 miles from Bernalillo, NM)
- 45+ days ago
- Albuquerque, NM (20 miles from Bernalillo, NM)
- 45+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
Demographic Data for Bernalillo, NM
Moving to Bernalillo, NM? Find some basic demographic data about Bernalillo, NM below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Bernalillo, NM
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Bernalillo, NM 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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