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.
Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Follow the established policies in...
Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKFs clients....
Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKF's 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....
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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....
management solutions....
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....
Personal Banker I - Express Bank (Mon-Fri 10:30AM-7:00PM MST, Saturday 7:30AM-4:00PM MST)
- Albuquerque, NM
- 5 days ago
- Albuquerque, NM
- 5 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....
Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Follow the established policies in...
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....
Personal Banker I - Express Bank(Monday-Friday 09:45AM-06:15PM MST and Saturdays 07:30AM-04:00PM)
- Albuquerque, NM
- 11 days ago
- Albuquerque, NM
- 11 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....
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....
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
Financial Advisor - Experienced Professionals
- Albuquerque, NM
- 15 days ago
- Albuquerque, NM
- 15 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...
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
- 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
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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