76 Best personal banker Jobs in Phoenix, Arizona (June 2026)

Universal Banker IV

5 days ago

Scottsdale

Job Description At Stearns Bank, we’re helping people, entrepreneurs, small businesses, and local communities nationwide reach their full financial potential. Sound like something you want to be a part of? If so, we’re currently looking for a Universal Banker IV. This is an in-person role at our Arizona branch. Come see how we’re doing business unusual and charting our own path to reimagine a more inclusive financial services and banking ecosystem for all. BENEFITS Stearns Bank understands and respects that everyone is managing unique career, family, and wellness needs. That’s why we offer industry-leading benefits to employees to help them live healthy lives and bring their full selves to work every day. Benefits may vary for part-time positions. Some of those benefits include: Employee Stock Ownership Plan & 401k Plan Healthcare (Medical, Dental, Vision, Telehealth, Life insurance) 12-week Paid Parental Leave and Medical Leave: With a cap of 20 weeks for eligible team members who qualify for both Medical and Parental Leave related to the birth of a child. $5,000 Family Care Reimbursement: Childcare, Elder Care, Student Loan Debt, Pet expenses, Down Payment Assistance PTO from 13 to 23 days depending on tenure. Cashout and Carryover options 10 Days Sick Time 11 Paid Holidays 4 Days Volunteer Time 2 Days Self Allowance Time Tuition Assistance For this position, we anticipate an hourly rate between $33.65 to $40.87. Final employment offers will be dependent upon the selected candidate’s relevant qualifications and experience. JOB SUMMARY The Universal Banker IV is a key player in driving branch growth and delivering exceptional customer experiences. This role is responsible for processing a broad range of financial transactions, proactively identifying sales opportunities, and acquiring new consumer and business checking accounts through targeted outreach and relationship building. This role will provide support to the Branch Manager in operational leadership, sales leadership, coaching, and lending authority. RESPONSIBILITIES Sales and Deposit Growth: • Drive branch deposit and lending growth., • Coach team members on production goals and monitor performance KPIs., • Proactively identify and pursue opportunities to acquire new consumer and business checking accounts through targeted outbound calling, networking, community involvement, and referrals., • Develop and carry out strategies to increase deposit balances from existing customers by understanding their needs and offering tailored solutions., • Consistently meet or exceed assigned sales and deposit growth goals for new accounts and deposit balances., • Maintain a robust pipeline of prospective clients and track progress towards conversion., • Develop a deep understanding of the local market, competitors, and customer needs to effectively position the bank’s products and services., • Partner with other departments (e.g., Commercial Lending, SBA, Nonprofits etc.) to identify cross-selling opportunities and generate referrals. Customer Service and Relationship Management: • Oversee customer experience standards., • Resolve escalated customer concerns., • Lead branch meetings and training sessions., • Greet and direct customers promptly and professionally., • Actively interact with customers, prospects, and coworkers to build strong business relationships., • Develop a strong understanding of products, services, sales skills, and service standards., • Assist customers with request and/or concerns by phone and in person, delegating research and resolution., • Initiate customer courtesy calls on all accounts opened to ensure customer satisfaction., • Follow-up on closed accounts to understand the reason for closing., • Maintain confidentiality of customer accounts. Transaction Processing and Account Management: • Approve overrides within authority limits., • Review lending documentation., • Supervise complex transactions., • Process commercial, business and consumer checking deposits, verifying cash and accurate endorsement of items., • Process savings deposits and withdrawals, verifying cash, endorsements, and signatures., • Accept checks presented for cash following the check cashing policy and verifying identification., • Accept installment and commercial payments., • Process advances for personal and home equity lines of credit., • Handle U.S. Savings redemption transactions., • Issue cashier checks, money orders, gift cards, and credit card cash advances., • Issue debit cards, make changes, and close a requested., • Accept check re-orders and address changes., • Process dormant and inactive account transactions according to bank policy., • Handle and balance cash drawer. Operational and Administrative Duties: • Manage branch schedules and staffing coverage., • Ensure audit and compliance readiness., • Assist with opening and closing of the bank facility by accessing security system, recording, and processing night deposit bags / envelopes., • Maintain bank security by following policy, which includes internal security, transaction security, and robbery procedures., • Process any of the following: Incoming mail deposits and payments; Loan deposits; signature cards; transfers, and coin orders., • Perform ATM duties., • Print daily reports & notices., • Assist in applying postage to the bank’s outgoing mail., • Scan & index account forms in M-Files., • Perform Canadian exchange for customers., • Generates new business through prospecting, calling, social networking and referrals from EFD, SBA, National, Commercial and Consumer lending., • Sell, explain, and open deposit accounts for both personal and business customers and prepare all related documentation., • Cross sell bank products and services. Compliance and Training: • Maintain solid understanding of all legal and regulatory compliance issues as they pertain to this position., • Maintain NMLS certification., • Lead compliance training initiatives., • Loss prevention and security as applicable for this position., • Complete required training., • Participate in Stearns Bank sales/referral promotions., • Assist with deposit product training with new and existing employees., • Maintain file on assigned competitor and monitor rates, pricing, product changes, etc., • Participate in Saturday duty when needed., • Other projects as assigned. REQUIREMENTS • Occasionally lift and/or move up to 10 lbs., • Literacy in English., • Ability to sit for extended periods of time, twist, bend, sit, walk use hands to twist, handle or feel objects, tools, or controls, such as computer mouse, computer keyboard, calculator, stapler, telephone, staple puller, etc., reach with hands and arms, balance, stoop, kneel, talk, or hear., • Specific vision abilities required by the job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus. QUALIFICATIONS • Associate degree (A.A.) or equivalent from a two-year college or technical school; or one to two years related experience or equivalent combination of education and experience., • At least four years of sales experience in a financial institution with a proven track record of achieving sales targets, particularly in deposit growth and new account acquisition., • Strong communication and interpersonal skills., • Strong digital literacy and attention to detail., • Excellent analytical, problem-solving, leadership and critical thinking skills., • Excellent customer relation skills., • Proactive and results-oriented, with a strong aim to succeed in a sales-driven environment., • Ability to handle several priorities., • Detail oriented., • Strong time management and organizational skills., • Flexible. PREFERRED QUALIFICATIONS • Prior experience with Fiserv banking software., • Knowledge of Individual Retirement Accounts and business documentation., • Prior leadership experience. THE COMPANY Founded in 1912, Stearns Financial Services Inc. (SFSI) is a $3.2 billion, independently owned financial institution with locations in Minnesota, Florida and Arizona, and over 35,000 small business customers nationwide. Specializing in affordable housing financing, USDA and SBA lending, and small business and equipment financing, Stearns Bank is regularly recognized as one of the country’s top-performing banks and “Best Banks to Work For” by American Banker. As a Star Tribune Top Workplaces award recipient and an award recipient of the Minnesota Business Magazine 100 Best Places to Work in Minnesota, Stearns takes pride in their team and holds their employees in extremely high regard. We offer a competitive salary and benefit package including our Employee Stock Ownership Program-one of the best long-term incentive programs in the nation. To learn more about Stearns Bank, visit www.StearnsBank.com EQUAL OPPORTUNITY EMPLOYER /AFFIRMATIVE ACTION PLAN We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, or creed, religion, sex, marital status, familial status, sexual orientation, national origin, age, disability, veteran’s status, status with regard to public assistance, or any other class protected by Federal, State, local laws governing nondiscrimination in employment.

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