Personal Banker Jobs in Salt Lake City, 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 (10 miles from Salt Lake City, UT)
- 2 days ago
- Salt Lake City, UT (10 miles from Salt Lake City, UT)
- 2 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....
Personal Banker North Central District
- Magna, UT (5 miles from Salt Lake City, UT)
- 5 days ago
- Magna, UT (5 miles from Salt Lake City, UT)
- 5 days ago
Wells Fargo Personal Banker North Central District in MAGNA , Utah Why Wells Fargo: Are you looking for more? Find it here....
As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable...
Customer Relationship Manager - Draper
- Draper, UT (13 miles from Salt Lake City, UT)
- 17 days ago
- Draper, UT (13 miles from Salt Lake City, UT)
- 17 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...
Virtual Client Financial Advisor - Sandy, UT
- Sandy, UT (8 miles from Salt Lake City, UT)
- 27 days ago
- Sandy, UT (8 miles from Salt Lake City, UT)
- 27 days ago
Joining the Morgan Stanley Virtual Client Solutions (VCS) group provides you with the security of a competitive salary and benefits package, but without the stress of prospecting, cold calling, or...
Licensed/Registered Virtual Client Financial Advisor - Sandy, UT
- Sandy, UT (8 miles from Salt Lake City, UT)
- 30+ days ago
- Sandy, UT (8 miles from Salt Lake City, UT)
- 30+ days ago
Joining the Morgan Stanley Virtual Client Solutions (VCS) group provides you with the security of a competitive salary and benefits package, but without the stress of prospecting, cold calling, or...
Financial Advisor - Acquisition Sales (VCS) - Sandy, UT
- Sandy, UT (8 miles from Salt Lake City, UT)
- 30+ days ago
- Sandy, UT (8 miles from Salt Lake City, UT)
- 30+ 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. Virtual Advisor operates out of US...
Licensed Private Client Banker - Waterbury Branch
- Salt Lake City, UT
- 90+ days ago
- Salt Lake City, UT
- 90+ days ago
Location: 5625 S Van Winkle Expressway - Salt Lake City, Utah 84121-0339 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The...
Merrill Experienced Financial Advisor
- Salt Lake City, UT
- 90+ days ago
- Salt Lake City, UT
- 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. Merrill...
Demographic Data for Salt Lake City, UT
Moving to Salt Lake City, UT? Find some basic demographic data about Salt Lake City, UT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Salt Lake City, UT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Salt Lake City, 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
- 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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