Personal Banker Jobs in Avon, CO
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
- Edwards, CO (7 miles from Avon, CO)
- 23 hours ago
- Edwards, CO (7 miles from Avon, CO)
- 23 hours 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 WorkPersonal Banker Frisco Colorado
- Frisco, CO (19 miles from Avon, CO)
- 1 day ago
- Frisco, CO (19 miles from Avon, CO)
- 1 day ago
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....
Private Client Banker - Stephens Way and US6 New Build - Silverthorne CO - CO METRO NORTH
- Silverthorne, CO (23 miles from Avon, CO)
- 30+ days ago
- Silverthorne, CO (23 miles from Avon, CO)
- 30+ days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker - Summit County Location
- Heeney, CO (18 miles from Avon, CO)
- 60+ days ago
- Heeney, CO (18 miles from Avon, CO)
- 60+ days ago
Starting pay of $22/hour Opportunities for advancement in retail banking Inclusive, supportive workplace culture Comprehensive benefits A mission-driven environment focused on banking for good We live...
Demographic Data for Avon, CO
Moving to Avon, CO? Find some basic demographic data about Avon, CO below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Avon, CO
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Avon, CO 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
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Account Opening
- Lending
- 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
- 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
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