Personal Banker Jobs in Pleasant Grove, UT
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.
- Salt Lake City, UT (23 miles from Pleasant Grove, UT)
- 5 hours ago
- Salt Lake City, UT (23 miles from Pleasant Grove, UT)
- 5 hours ago
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help...
- Park City, UT (20 miles from Pleasant Grove, UT)
- 3 days ago
- Park City, UT (20 miles from Pleasant Grove, UT)
- 3 days ago
GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers....
Personal Banker Kimball Junction
- Park City, UT (20 miles from Pleasant Grove, UT)
- 3 days ago
- Park City, UT (20 miles from Pleasant Grove, UT)
- 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....
- South Jordan, UT (18 miles from Pleasant Grove, UT)
- 4 days ago
- South Jordan, UT (18 miles from Pleasant Grove, UT)
- 4 days ago
Also responsible for uncovering and originating consumer lending opportunities....
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- Salt Lake City, UT (23 miles from Pleasant Grove, UT)
- 9 days ago
- Salt Lake City, UT (23 miles from Pleasant Grove, UT)
- 9 days ago
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...
Personal Banker Bilingual Kearns
- Kearns, UT (23 miles from Pleasant Grove, UT)
- 10 days ago
- Kearns, UT (23 miles from Pleasant Grove, UT)
- 10 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....
- South Jordan, UT (18 miles from Pleasant Grove, UT)
- 12 days ago
- South Jordan, UT (18 miles from Pleasant Grove, UT)
- 12 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....
Personal Banker Midvale Riverwalk
- Midvale, UT (17 miles from Pleasant Grove, UT)
- 12 days ago
- Midvale, UT (17 miles from Pleasant Grove, UT)
- 12 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....
- Provo, UT (12 miles from Pleasant Grove, UT)
- 16 days ago
- Provo, UT (12 miles from Pleasant Grove, UT)
- 16 days ago
High school diploma or equivalent, minimum age 18, previous experience in customer service and financial services, familiarity with consumer lending, cash handling....
Customer Relationship Manager - Draper
- Draper, UT (10 miles from Pleasant Grove, UT)
- 25 days ago
- Draper, UT (10 miles from Pleasant Grove, UT)
- 25 days ago
About Credit Corp Solutions Credit Corp Group is not your average debt collection agency. With over 2,000 employees across Australia, the USA, and the Philippines, we offer a dynamic and...
Licensed Private Client Banker
- Provo, UT (12 miles from Pleasant Grove, UT)
- 27 days ago
- Provo, UT (12 miles from Pleasant Grove, UT)
- 27 days ago
Location: 207 North University - Provo, Utah 84603-1444 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Virtual Client Financial Advisor (June/July class) - Sandy, UT
- Sandy, UT (15 miles from Pleasant Grove, UT)
- 30+ days ago
- Sandy, UT (15 miles from Pleasant Grove, UT)
- 30+ days ago
management services....
Financial Advisor - Acquisition Sales (VCS) - Sandy, UT
- Sandy, UT (15 miles from Pleasant Grove, UT)
- 90+ days ago
- Sandy, UT (15 miles from Pleasant Grove, UT)
- 90+ days ago
Virtual Advisor (MSVA) is Morgan Stanley's wealth management offering for mass affluent clients with a specific focus in the coveted Next-Gen retail space....
Personal Financial Representative - UT
- Salt Lake City, UT (23 miles from Pleasant Grove, UT)
- 45+ days ago
- Salt Lake City, UT (23 miles from Pleasant Grove, UT)
- 45+ days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote Work- Salt Lake City, UT (22 miles from Pleasant Grove, UT)
- 45+ days ago
- Salt Lake City, UT (22 miles from Pleasant Grove, UT)
- 45+ 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....
Demographic Data for Pleasant Grove, UT
Moving to Pleasant Grove, UT? Find some basic demographic data about Pleasant Grove, UT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Pleasant Grove, UT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Pleasant Grove, UT 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
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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