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.
Job Overview This job posting is anticipated to remain open for 30 days, from 15-Aug-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 -...
Job Overview This job posting is anticipated to remain open for 30 days, from 22-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
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Physical Requirements The work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday....
As a Financial Advisor with First Commonwealth, your primary focus is to advise clients and prospects on a full range of investment, retirement and insurance products in order to best meet their...
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...
Personal Banker - Mass Afluent Portfolio Personal Banker - Mass Afluent Portfolio remote type On-Site locations Muskego S76W17655 Janesville time type Full time posted on Posted 2 Days Ago job requisition...
Floating Personal Banker- Kent County, DE - R-103000-2554
- Harrington, DE
- 1 hour ago
- Harrington, DE
- 1 hour ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Personal Banker - Mass Affluent Portfolio Personal Banker - Mass Affluent Portfolio remote type On-Site locations De Pere 749 Main time type Full time posted on Posted 2 Days Ago job requisition id...
Personal Banker at WSFS Bank in Millsboro, Delaware, United States Job Description Floating Personal Banker- Sussex County, DE Locations: Rehoboth Beach, Ocean View, Millsboro, and Lewes Job Description...
Aug 12, 2025 Financial Advisor TruStone Financial Credit Union - Kenosha, WI business_center Full-time Salary: $45,000.00 - $60,000.00 Annually Application Deadline: Aug 21, 2025 Financial...
on-the-spot decisions regarding member's accounts and member's loans Excellent organizational skills and attention to detail Knowledge of the various federal regulations that impact credit unions and lending...
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Retail Personal Banker Associate I- Mount Pleasant, SC
- Mount Pleasant, SC
- 5 hours ago
- Mount Pleasant, SC
- 5 hours ago
Banker job family....
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
- Outside Sales
- Business Planning
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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