Personal Banker Jobs
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.
Financial Advisor - Certification Provided
- Elizabethtown, KY
- 15 days ago
- Elizabethtown, KY
- 15 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 16-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients -...
We offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts....
Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follow the established policies in...
Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follow the established policies in...
**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....
Position Overview** At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our...
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Fairview, OR
- 3 hours ago
- Fairview, OR
- 3 hours ago
Management team where you will manage your own roster of our high-net-worth clients....
Ensure clients investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business...
Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. At CIBC, we embrace your...
Financial Advisor - West Springfield, VA
- West Springfield, VA
- 4 hours ago
- West Springfield, VA
- 4 hours ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
Investment Executive (Financial Advisor) Southwest, FL
- St Petersburg, FL
- 4 hours ago
- St Petersburg, FL
- 4 hours ago
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION:...
**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 Online Courses and Training Opportunities
Salary for Personal Banker Jobs Nationwide
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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