Personal Banker Jobs in New Mexico
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...
Financial Advisor Artesia, NM Market 02, Region 092
- Artesia, NM
- 13 hours ago
- Artesia, NM
- 13 hours ago
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 long-term...
Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKFs clients....
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
- 8 days ago
- Albuquerque, 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...
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....
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...
As a Personal Banker, youll receive extensive training on UMBs products and services, the sales process, and offering financial solutions....
Personal Banker I -(Care Center-1130AM-8PM MST, Sat 730AM-4PM MST)
- Albuquerque, NM
- 16 days ago
- Albuquerque, NM
- 16 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
- 17 days ago
- Albuquerque, 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....
Banker job family....
Personal Banker I -(Care Center-1230PM-9PM CST, Sat 830am-5pm CST)
- Albuquerque, NM
- 27 days ago
- Albuquerque, 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
- 27 days ago
- Albuquerque, 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....
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...
Demographic Data for New Mexico
Moving to New Mexico? Find some basic demographic data about New Mexico below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in New Mexico
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in New Mexico 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
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »