Personal Banker Jobs in Chico, CA
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.
This job posting is anticipated to remain open for 30 days, from 24-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIRED of our Senior Banker All skills listed previously and Above average working knowledge of Bank products and consumer lending....
EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIRED of our Senior Banker All skills listed previously and: Above average working knowledge of Bank products and consumer lending....
POSITION SUMMARY & MISSION – Personal Banker I & II We, at Tri Counties Bank, still believe in the vision of the helpful and caring Community Banker....
Minimum three-years of client-facing wealth management or financial planning experience is required. Must be willing to become Series 7 and 63/65 (or 66) and life insurance licensed....
EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIRED of our Senior Banker All skills listed previously and Above average working knowledge of Bank products and consumer lending....
Demographic Data for Chico, CA
Moving to Chico, CA? Find some basic demographic data about Chico, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Chico, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Chico, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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