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13 Personal banker Jobs in Prescott, AZ

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OneAZ Credit Union
Prescott, AZ | Full Time
$88k-117k (estimate)
2 Months Ago
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WELLS FARGO BANK
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0 Months Ago
Personal banker
$88k-117k (estimate)
Full Time | Utilities 2 Months Ago
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OneAZ Credit Union is Hiring a Personal banker Near Prescott, AZ

Our associates enjoy a one-of-a-kind culture with a rich benefits package that includes :

  • Generous paid time off : 11 paid holidays, 2 floating holidays, 6 personal days, 10 vacation days, plus sick time
  • Low-cost Medical, Dental & Vision plans - as low as $5 per pay period
  • Paid childcare assistance (up to $96 per pay period)
  • Award-winning 401(k) 5% discretionary match - fully vested from day 1
  • 100% Gym fee reimbursement up to $75 / month
  • 100% Tuition Reimbursement Up to $5,250
  • $1200 / yr student loan repayment
  • Plus a great schedule with NO WEEKENDS!
  • Target hiring range $17 / hr - $23 / hr (Depending on experience and prior to any incentives this position is eligible for)

Our ideal candidate

OneAZ's Personal Bankers emulate the Credit Union's Core Values by building relationships with members, and providing trusted advice in discovering, growing, and fulfilling our members' financial lives and livelihood.

A typical day might include the following

  • Develop in-depth knowledge of OneAZ's business goals, branch operations, products, and marketing campaigns.
  • Fulfill members' best interests by opening accounts, learning their financial needs, and identifying OneAZ products and solutions.
  • Onboard new members by opening accounts, facilitating loans, and following up with client-focused outreach.
  • Build relationships, rapport, and OneAZ's brand in the community, including attending and supporting events and activities.
  • Analyze member financial information, such as financial profile.
  • Facilitate completing member loan applications for submission to underwriting. Conduct loan closings with members.
  • Support members' banking efficiently through internet, mobile app, branch, and ATM channels.
  • Expand customer base by networking with existing and prospective new members.

Qualifications

  • High School Diploma or General Educational Development (GED) required.
  • One to three years' related experience in a customer service, sales, or client-facing role.
  • One year of cash handling preferred, ideally at a financial institution.

Knowledge, Skills, Abilities

  • Strong relationship-building and client-focused sales skills.
  • Excellent verbal, phone, email, internet, and writing skills.

Why join the OneAZ team?

Our culture is one-of-a-kind! You'll be joining a team of friendly, hardworking, helpful associates with the same mission guiding all that we do : We exist to improve the lives of our members, our associates and the communities we serve.

We are proud to be an equal opportunity employer and value diversity. We do not discriminate on the basis of race, color, religion, creed, national origin or ancestry, sex (including pregnancy), age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, or any other legally recognized protected basis under federal, state, or local law.

We offer robust benefits including low-cost medical, dental and vision plans, gym reimbursement, paid parental leave, generous personal days and vacation time, and an award-winning 401(k) program among many others.

Take a look at our career page for detailed benefit information : www.oneazcu.com / about / careers

Additional Notes :

Candidates for this position will be required to sign an authorization for OneAZ to conduct a credit and criminal background check, pursuant to procedures in the Fair Credit Reporting Act and any other applicable laws.

All candidates will be considered for this position on an individualized basis, in compliance with all applicable equal employment opportunity laws.

Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC).

Any individual who meets the definition of a mortgage loan originator and is employed by a federal agency-regulated institution will need to be registered on NMLS.

Last updated : 2024-02-25

Job Summary

JOB TYPE

Full Time

INDUSTRY

Utilities

SALARY

$88k-117k (estimate)

POST DATE

02/27/2024

EXPIRATION DATE

04/02/2024

WEBSITE

oneazcu.org

HEADQUARTERS

PHOENIX, AZ

SIZE

200 - 500

FOUNDED

1891

TYPE

Private

CEO

JOSEPH GYSEL

REVENUE

$200M - $500M

INDUSTRY

Utilities

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The job skills required for Personal banker include Customer Service, ATM, Building Relationships, Cash Handling, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal banker. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal banker. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Personal banker positions, which can be used as a reference in future career path planning. As a Personal banker, it can be promoted into senior positions as a Private Banker III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal banker. You can explore the career advancement for a Personal banker below and select your interested title to get hiring information.

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If you are interested in becoming a Personal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Banker for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Personal Banker job description and responsibilities

The personal banker examines a client's assets, suggests additional banking services, and offers solutions when consulted about financial needs.

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Customers typically receive help and advice when completing loan applications and may even find that the loan application process can be streamlined with a personal banker's guidance.

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Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.

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The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.

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At the end of the day, personal bankers are employees of the banks that they work for and are expected to meet the KPIs set for them.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Personal Banker jobs

Personal bankers should focus on financial analysis and accounting.

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Small or large, credit unions and banks rely on personal bankers to build and solidify their relationship with people who have accounts and loans with them.

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Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.

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Provides knowledge of financing, loans, and personal banking.

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A personal banker may refer his clients to other bank experts.

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Step 3: View the best colleges and universities for Personal Banker.

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