Personal Banker Jobs in Boulder, 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.
- Lafayette, CO (5 miles from Boulder, CO)
- 3 hours ago
- Lafayette, CO (5 miles from Boulder, CO)
- 3 hours ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Lafayette, CO at the Lafayette branch....
Personal Banker II - Retail (Eligible for Signing Bonus) (Boulder, CO, US, 80301)
- Boulder, CO
- 3 days ago
- Boulder, CO
- 3 days ago
Req ID: 76877 Location: Boulder -BOUL Areas of Interest: Consumer Banker; Bank Operations; Branch Business Banking; Consumer Lending Pay Transparency Salary Range: $45,000 - $55,000 Application Deadline...
Personal Banker II - Retail (Eligible for Signing Bonus)
- Boulder, CO
- 3 days ago
- Boulder, CO
- 3 days ago
Req ID: 76877 Location: Boulder -BOUL Areas of Interest: Consumer Banker; Bank Operations; Branch Business Banking; Consumer Lending Pay Transparency Salary Range: $45,000 - $55,000 Application Deadline...
Personal Banking Representative
- Westminster, CO (17 miles from Boulder, CO)
- 6 days ago
- Westminster, CO (17 miles from Boulder, CO)
- 6 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 WorkFinancial Advisor Financial Advisor
- Johnstown, CO (24 miles from Boulder, CO)
- 6 days ago
- Johnstown, CO (24 miles from Boulder, CO)
- 6 days ago
Financial Advisor Edward Jones 3.8 ( ) Johnstown, CO Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
- Longmont, CO (10 miles from Boulder, CO)
- 6 days ago
- Longmont, CO (10 miles from Boulder, CO)
- 6 days ago
Personal Banker - Longmont - Bilingual Spanish Required PNC Financial Services Group 3.6 ( ) Longmont, CO Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5...
Personal Banker Personal Banker
- Arvada, CO (18 miles from Boulder, CO)
- 6 days ago
- Arvada, CO (18 miles from Boulder, CO)
- 6 days ago
Personal Banker PNC Financial Services Group 3.6 ( ) Arvada, CO Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive management 73% say women are...
- Golden, CO (23 miles from Boulder, CO)
- 7 days ago
- Golden, CO (23 miles from Boulder, CO)
- 7 days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
- Erie, CO (9 miles from Boulder, CO)
- 7 days ago
- Erie, CO (9 miles from Boulder, CO)
- 7 days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
- Loveland, CO (22 miles from Boulder, CO)
- 7 days ago
- Loveland, CO (22 miles from Boulder, CO)
- 7 days ago
experience Proficient in Microsoft Word and Excel Current notary or receives certification within 90 days of employment Preferred Education and Experience: Bachelor's degree Consumer and business lending...
- Denver, CO (23 miles from Boulder, CO)
- 7 days ago
- Denver, CO (23 miles from Boulder, CO)
- 7 days ago
Req ID: 76879 Location: Denver -DEN Areas of Interest: Consumer Banking; Business Banking Credit; Business Development; Consumer Banker; Consumer Lending Pay Transparency Salary Range: $47,000 - $55,000...
- Loveland, CO (22 miles from Boulder, CO)
- 8 days ago
- Loveland, CO (22 miles from Boulder, CO)
- 8 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Loveland, CO at the Loveland branch....
- Denver, CO (24 miles from Boulder, CO)
- 9 days ago
- Denver, CO (24 miles from Boulder, CO)
- 9 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in or around Denver, CO....
- Johnstown, CO (24 miles from Boulder, CO)
- 9 days ago
- Johnstown, CO (24 miles from Boulder, CO)
- 9 days ago
This job posting is anticipated to remain open for 30 days, from 05-Aug-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banking Representative - Bilingual in Spanish and English
- Westminster, CO (17 miles from Boulder, CO)
- 10 days ago
- Westminster, CO (17 miles from Boulder, CO)
- 10 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 WorkDemographic Data for Boulder, CO
Moving to Boulder, CO? Find some basic demographic data about Boulder, CO below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Boulder, CO
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Boulder, 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
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- 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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