Personal Banker Jobs in Rio Rancho, 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.
- Albuquerque, NM (14 miles from Rio Rancho, NM)
- 1 day ago
- Albuquerque, NM (14 miles from Rio Rancho, NM)
- 1 day 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 (14 miles from Rio Rancho, NM)
- 1 day ago
- Albuquerque, NM (14 miles from Rio Rancho, NM)
- 1 day 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....
Personal Banker I - Express Bank (Mon-Fri 10:30AM-7:00PM MST, Saturday 7:30AM-4:00PM MST)
- Albuquerque, NM (14 miles from Rio Rancho, NM)
- 6 days ago
- Albuquerque, NM (14 miles from Rio Rancho, NM)
- 6 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 - Express Bank(Monday-Friday 09:45AM-06:15PM MST and Saturdays 07:30AM-04:00PM)
- Albuquerque, NM (14 miles from Rio Rancho, NM)
- 12 days ago
- Albuquerque, NM (14 miles from Rio Rancho, NM)
- 12 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....
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Financial Advisor - Experienced Professionals
- Albuquerque, NM (14 miles from Rio Rancho, NM)
- 16 days ago
- Albuquerque, NM (14 miles from Rio Rancho, NM)
- 16 days ago
Join the mission. Coach those who serve. At First Command, we've been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to...
Personal Banker I - Express Bank(Monday-Friday -9:30am-6:00PM MST and Saturday 7:30AM-4:00PM MST)
- Albuquerque, NM (14 miles from Rio Rancho, NM)
- 20 days ago
- Albuquerque, NM (14 miles from Rio Rancho, NM)
- 20 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....
Bilingual (Spanish Speaking) Personal Banker II - Retail
- Albuquerque, NM (14 miles from Rio Rancho, NM)
- 21 days ago
- Albuquerque, NM (14 miles from Rio Rancho, NM)
- 21 days ago
Join us today as a Personal Banker II. Job Description The Personal Banker II provides the best client experience possible for BOKFs clients....
Merrill Associate Client Relationship Manager
- Albuquerque, NM (14 miles from Rio Rancho, NM)
- 29 days ago
- Albuquerque, NM (14 miles from Rio Rancho, NM)
- 29 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....
- Albuquerque, NM (14 miles from Rio Rancho, NM)
- 30+ days ago
- Albuquerque, NM (14 miles from Rio Rancho, NM)
- 30+ days ago
Join us today as a Personal Banker II. Job Description The Personal Banker II provides the best client experience possible for BOKFs clients....
- Albuquerque, NM (14 miles from Rio Rancho, NM)
- 30+ days ago
- Albuquerque, NM (14 miles from Rio Rancho, NM)
- 30+ days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
- Albuquerque, NM (14 miles from Rio Rancho, NM)
- 30+ days ago
- Albuquerque, NM (14 miles from Rio Rancho, NM)
- 30+ days ago
Labatt Food Service is seeking a high energy, customer focused, motivated account manager who wants to build a career representing Labatt in supplying food to restaurant chains and independent...
- Albuquerque, NM (14 miles from Rio Rancho, NM)
- 45+ days ago
- Albuquerque, NM (14 miles from Rio Rancho, NM)
- 45+ days ago
This job posting is anticipated to remain open for 30 days, from 28-Mar-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Financial Advisor - Albuquerque
- Albuquerque, NM (14 miles from Rio Rancho, NM)
- 45+ days ago
- Albuquerque, NM (14 miles from Rio Rancho, NM)
- 45+ days ago
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...
Merrill Market Client Relationship Manager
- Albuquerque, NM (14 miles from Rio Rancho, NM)
- 90+ days ago
- Albuquerque, NM (14 miles from Rio Rancho, NM)
- 90+ 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....
Financial Advisor - Sandia Area Federal Credit Union
- Albuquerque, NM (14 miles from Rio Rancho, NM)
- 90+ days ago
- Albuquerque, NM (14 miles from Rio Rancho, NM)
- 90+ days ago
Financial Advisor Sandia Area Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit...
Demographic Data for Rio Rancho, NM
Moving to Rio Rancho, NM? Find some basic demographic data about Rio Rancho, NM below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Rio Rancho, NM
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Rio Rancho, 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
- 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
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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