Personal Banker Remote & Hybrid Only 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.
Personal Banking Representative - Bilingual in Spanish and English
- Thornton, CO
- 1 hour ago
- Thornton, CO
- 1 hour ago
There’s an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team!...
Remote WorkThere’s an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team!...
Remote WorkWere 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...
Remote WorkInvestment Counselor (Financial Advisor Alternative)
- Farmersville, TX
- 4 hours ago
- Farmersville, TX
- 4 hours ago
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...
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...
Return to selected search result Financial Advisor Development Program Apply locations Newtown Square, PA Scottsdale, AZ Charlotte, NC Dallas/Ft. Worth, TX time type Full time posted on Posted...
Return to selected search result Sr. Client Relationship Manager (Hybrid) Apply locations Edgewood, NY El Dorado Hills, CA time type Full time posted on Posted Today job requisition id JR1075234...
Remote WorkTraveling Support Associate (Teller & Personal Banker) - Metro Office
- Tallahassee, FL
- 1 day ago
- Tallahassee, FL
- 1 day ago
Traveling Support Associate - Capital City Bank - More than your bank. Your banker. Hours: Monday - Friday 40 Hours General Summary: Under general supervision, but in conformance with established...
Remote WorkClient Relationship Manager Columbus Ohio or Chicago, IL Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They support the Client...
Sr. Client Relationship Manager (Hybrid)
- El Dorado Hills, CA
- 1 day ago
- El Dorado Hills, CA
- 1 day ago
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come...
Personal Banking Representative - Bilingual in English and Spanish
- Glenwood Springs, CO
- 2 days ago
- Glenwood Springs, CO
- 2 days ago
There’s an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team!...
Remote WorkStop 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...
Wealth Financial Advisor - Berkley Heights, NJ
- Berkeley Heights, NJ
- 2 days ago
- Berkeley Heights, NJ
- 2 days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Remote WorkAllworth Financial ( www.allworthfinancial.com ) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a...
Financial Advisor Representative-Remote(Entry Level)
- Philadelphia, PA
- 3 days ago
- Philadelphia, PA
- 3 days ago
Now Recruiting: Financial Advisor Representative (Part-Time) Are you motivated, ambitious, and inspired to help others while building a better future for yourself? We are seeking driven...
Remote WorkPersonal 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
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- 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
- Business Development
- Retail
- 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
Other Career Titles
Here are some other career titles that require similar skills
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Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
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How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
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