Wealth-Driven Personal Banker & Client Advisor

TrustBank; Scottsdale (AZ); On-site; USD 36,000 - 45,000; Full time

Job summary

TrustBank is seeking a Personal Banker in Phoenix to deliver exceptional client service across a full range of banking products and services. You will open and service accounts, process money movement, and prepare client materials while maintaining accurate records.

Fluency in responding to inquiries, cross-selling opportunities, and adhering to policies will be essential. The role requires 5+ years in banking, strong communication, and travel between regional locations as needed.

Qualifications

• Minimum of 5+ years of banking experience.
• Degree in business or finance preferred.
• Strong communication skills and analytical ability.

Responsibilities

• Provide excellent client service and cross-sell banking products.
• Prepare and maintain client materials, process wires and fund transfers.
• Open, service, and maintain client accounts with accurate records.
• Respond to client inquiries via phone, email, or in person and resolve issues.
• Ensure compliance with banking policies and risk management guidelines.
• Support audits and assist relationship management teams as needed.

Skills

Customer service

Communication

Attention to detail

Analytical thinking

Empathy

Proactive mindset

Education

Business/Finance degree

Tools

MS Office 365

Excel

CRM

Financial software

Job description

TrustBank is seeking a Personal Banker in Phoenix to deliver exceptional client service across a full range of banking products and services. You will open and service accounts, process money movement, and prepare client materials while maintaining accurate records.

Fluency in responding to inquiries, cross-selling opportunities, and adhering to policies will be essential. The role requires 5+ years in banking, strong communication, and travel between regional locations as needed.