Banker

• Build lasting customer relationships through proactive conversations and outreach
• Understand customer needs and connect them with relevant banking products, services, and solutions
• Identify opportunities, promote solutions, and make appropriate referrals to meet customer and business goals
• Support new account openings, service requests, and credit applications
• Perform cash handling and teller line activities while maintaining compliance and operational standards
• Use digital tools and technologies to enhance the customer experience
• Deliver accurate, compliant service within defined risk controls
• Collaborate with branch teammates to coordinate handoffs to licensed bankers and specialists
• Support branch operations by flexing between cash handling and customer banking activities

Associate Personal Banker helping Arizona customers with everyday banking at Wells Fargo

Personal Banker

Associate Personal Banker supporting Wells Fargo customers with accounts, transactions, credit applications, and digital banking. Building relationships and referring customers to appropriate financial solutions.

• Utilize a sales-through-service approach, using probing questions and active listening to identify member needs
• Recommend solutions that benefit members and deepen their relationship with the Credit Union
• Provide superior banking experiences through virtual engagements
• Assist members in opening and managing financial accounts remotely
• Work with Business Partners to offer holistic member solutions
• Build and maintain a book of business of potential and existing members
• Understand company deposit products and consumer loans
• Create new memberships and activate available accounts
• Perform account maintenance and respond to member inquiries
• Exercise good judgment in decisions that benefit members and organizational goals
• Uphold credit union policies and procedures and champion organizational culture internally and externally

Personal Banker providing virtual banking and financial solutions for Amplify Credit Union members

Virtual Banker

Personal Banker providing virtual banking and financial solutions for Amplify Credit Union members. Opening accounts, serving members, and deepening relationships through consultative sales and service.

• Build lasting customer relationships through proactive, meaningful conversations
• Understand customer needs and connect them with relevant banking products, services, and solutions
• Identify opportunities, promote solutions, and make appropriate referrals to meet customer and business goals
• Support new account openings, service requests, and credit applications
• Perform cash handling and teller line activities while accurately processing transactions
• Use and adopt digital tools and technologies to enhance the customer experience
• Deliver accurate, compliant service within defined risk controls
• Collaborate with branch teammates to coordinate handoffs to licensed bankers and specialists
• Support branch operations by flexing between cash handling and customer banking activities
• Provide account openings and ongoing account support

Associate Personal Banker supporting customers and branch banking at Wells Fargo

Associate Personal Banker building customer relationships and supporting account services at Wells Fargo, a diversified financial services company.
Handling cash, referrals, credit applications, and compliant branch operations across Arizona locations.

• Engage clients in the lobby and educate them on self-service resources such as mobile banking, online banking, and ATMs
• Assist clients with conducting banking transactions
• Accurately and efficiently process cash transactions
• Have deep conversations with clients to understand their financial and life priorities
• Connect clients to solutions that meet their financial goals
• Execute the bank's risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes, guidelines, laws, and regulations
• Partner with small business, lending, and investment experts
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Relationship Banker helping Mesa-area clients meet financial goals at Bank of America

Relationship Banker

Relationship Banker helping Mesa-area clients with transactions, self-service banking, and financial solutions at Bank of America.
Building client relationships, managing cash, and connecting customers with lending, investment, and small-business experts.

• Engage clients in the lobby and educate them on self-service resources such as mobile banking, online banking, and ATMs
• Assist clients with conducting transactions through self-service resources
• Accurately and efficiently process cash transactions
• Conduct deep conversations to understand clients’ financial and life priorities
• Connect clients with solutions that meet their financial goals
• Execute the bank’s risk culture and strive for operational excellence
• Build client relationships to meet financial needs
• Follow established processes, guidelines, laws, and regulations
• Partner with small business, lending, and investment experts
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Relationship Banker helping Bank of America clients achieve financial goals in Scottsdale/Phoenix

Relationship Banker helping Bank of America clients achieve financial goals in Scottsdale/Phoenix. Processing transactions, managing cash, and connecting clients with banking, lending, and investment solutions.

• Proactively acquire, manage, and grow customer relationships
• Lead discovery-driven conversations
• Champion digital adoption by educating customers
• Resolve account inquiries and service requests

Relationship Banker serving customers with banking needs at Wells Fargo

Relationship Banker serving customer banking needs at Wells Fargo. Managing relationships and promoting banking solutions in various locations.

• This position will work in a call center environment dedicated to meeting our members' loan origination and deposit account needs.
• Respond to incoming calls, chats, online applications, or applications from our branches from members who are interested in applying for consumer loans.
• Make daily outbound leads calls to bring in new members and cross-sell additional products and services.
• Develop a pipeline of consumer loans and deposit accounts that they will manage through funding.
• Partner closely with other Member Care associates, Mortgage Loan Originators and back-office support staff.

Virtual Banker supporting members' loan and deposit needs in Phoenix AZ

Virtual Banker handling loan originations and deposit account needs for OneAZ Credit Union. In-office position located at the Corporate Office in Phoenix, AZ.

• Asking personalized questions to convert every customer interaction into an opportunity to learn more about their financial goals and connect them to solutions that will meet their needs
• Individually creating and managing a successful loan pipeline with strong closing conversions by focusing time and efforts on prospecting and cross-selling home equity loans and lines of credit, unsecured personal loans, auto loans and mortgage referrals
• Creating sales opportunities and growing UMB's customer base by applying keen product knowledge to source consumer lending opportunities through networking, customer conversations, business development, and proactive sourcing
• Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards.
• Challenging your daily key performance metrics to elevate personal goals, while balancing competing priorities and providing the unparalleled customer experience
• Other duties as assigned

Personal Banker at UMB building customer relationships and selling financial products

Personal Banker II

Personal Banker at UMB building customer relationships and recommending financial solutions. Focusing on sales of various loan products while delivering exceptional customer experience.

• Provide personalized banking support across multiple branch locations within an assigned geographic area, covering for banker and teller absences and temporarily filling open positions as needed
• Adapt quickly to new branch environments, teams, and customer needs while maintaining consistent service quality and adherence to bank standards
• Build lasting customer relationships through proactive, meaningful conversations that support financial well‑being and deepen engagement
• Lead discovery driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions
• Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals
• Support everyday banking needs, including account openings, service requests, and credit applications
• Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards
• Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs
• Deliver accurate, compliant service while exercising sound judgment within defined risk controls
• Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise

Roving Associate Personal Banker providing support across multiple branch locations

Roving Associate Personal Banker supporting banking needs across multiple branches in Arizona. Fostering customer relationships and providing financial product solutions as part of the Wells Fargo team.

• engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM
• accurately and efficiently processing cash transactions for clients as needed
• having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Relationship Banker engaging with clients to assist in transactions

Relationship Banker engaging with clients to assist in transactions using online banking and ATMs. Processing cash transactions and connecting clients to financial solutions.

• Serve as the primary point of contact and Subject Matter Expert for client interactions, internal and external business partners, including Financial Advisors, their clients, and Private Bankers using a variety of communication types, including verbal (preferred) and written.
• Provide consultation and advise Morgan Stanley on the credit risk of high-net-worth clients and the appropriate/available products and pricing to meet the clients’ needs.
• Analyze client finances to provide tailored advice to the client on various loan products and other financial solutions to meet the client’s specific needs.
• Manage Client/FA/PB expectations and communication.
• Coordinate with and oversee various internal/external business partners such as underwriting and credit risk to ensure timely closings.
• Obtain, analyze, and validate all loan processing documents such as complex income, asset, credit, appraisal, insurance, and title documents to satisfy conditions for underwriting approval and product/pricing negotiations as necessary.
• Decision Conditional Pre-Approval Letters, within policy framework, while accurately identifying the appropriate lending guidelines and conditions for loan approval.
• Serve as the primary escalation point for loans in process; provide alternative solutions and discernment to escalate further when necessary; demonstrate the ability to de-escalate situations as appropriate.
• Manage inbound /outbound queue, multiple call campaigns, and various bank initiatives, along with intense client follow-up.
• Effectively manage a complex pipeline that includes Ultra High Net Worth and Private Wealth Management mortgage transactions.
• Supervise an individual or team of Associate Mortgage Bankers, assessing performance, holding these employees accountable and recommending advancement, compensation or performance management to the Mortgage Banker Manager.
• Provide training and guidance to Associate Mortgage Bankers, partners and peers as appropriate.
• Ensure compliance with banking regulations and company policies.

Vice President Mortgage Banker at Morgan Stanley managing high-net-worth mortgage transactions

Mortgage Banker

Vice President Mortgage Banker responsible for overseeing high-net-worth mortgage lending at Morgan Stanley. Serving as the main contact for clients and offering tailored financial solutions while ensuring compliance.

• Provide personalized banking support across multiple branch locations
• Adapt quickly to new branch environments and customer needs
• Build lasting customer relationships through proactive conversations
• Lead discovery driven conversations to understand customer needs
• Drive branch growth by identifying opportunities and promoting solutions
• Support everyday banking needs like account openings and service requests
• Perform cash handling and teller line activities
• Collaborate with branch teammates to coordinate seamless customer service

Roving Personal Banker supporting multiple branch locations in Arizona

Roving Personal Banker providing banking support across multiple locations in Arizona. Building customer relationships and promoting banking products within the National Branch Network.

• Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach
• Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
• Serve as the primary financial partner delivering comprehensive, multi-product guidance

Senior Branch Premier Banker managing relationships with affluent customers

Senior Premier Banker

Senior Branch Premier Banker managing relationships with affluent customers at Wells Fargo. Responsible for delivering tailored banking solutions and acquiring new clients through proactive outreach and consultation.

• Provide personalized banking support across multiple branch locations within an assigned geographic area
• Adapt quickly to new branch environments, teams, and customer needs while maintaining consistent service quality and adherence to bank standards
• Build lasting customer relationships through proactive, meaningful conversations that support financial well‑being and deepen engagement
• Lead discovery driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions
• Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals
• Support everyday banking needs, including account openings, service requests, and credit applications
• Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards
• Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience
• Deliver accurate, compliant service while exercising sound judgment within defined risk controls
• Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists

Roving Associate Personal Banker providing customer banking support across multiple branches

Roving Personal Banker

Roving Associate Personal Banker providing support in banking needs across multiple branches. Focused on customer relationships and adapting quickly to different environments.

• Recommend FFCU financial products and services to members to meet individual member needs.
• Process and manage member accounts and/or open new and sub-accounts.
• Process, manage and decision consumer loan applications per consumer lending policies and underwriting guidelines.
• Process and manage credit and debit cards.
• Troubleshoot, research, respond, and provide training on member services technology and related issues.
• Work with other employees and departments to ensure member requests are processed for investments, mortgages, business loans, and insurance.
• Participate in special projects and perform other assignments as needed.
• May occasionally travel to attend meetings, conferences, training, or other work-related events.

Member Advisor supporting Virtual Branch at Firefighters First Federal Credit Union

Virtual Personal Banker

Member Advisor supporting Virtual Branch at Firefighters First Federal Credit Union. Focus on member service, financial product recommendations, and credit card management.

• Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments
• Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
• Serve as the primary financial partner delivering comprehensive, multi‑product guidance and ongoing reviews across life stages and evolving financial needs
• Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
• Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
• Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs
• Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes

Senior Branch Premier Banker managing relationships with affluent customers in the National Branch Network. Proactively acquiring new clients and delivering integrated banking solutions.

Banker jobs in Arizona

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Personal Banker

Virtual Banker

Personal Banker

Relationship Banker

Relationship Banker

Relationship Banker

Virtual Banker

Personal Banker II

Personal Banker

Relationship Banker

Mortgage Banker

Personal Banker

Senior Premier Banker

Roving Personal Banker

Virtual Personal Banker

Senior Premier Banker