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.
- Louisville, CO (6 miles from Boulder, CO)
- 15 days ago
- Louisville, CO (6 miles from Boulder, CO)
- 15 days ago
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 -...
Personal Banker Roving Northeast Denver
- Westminster, CO (17 miles from Boulder, CO)
- 11 hours ago
- Westminster, CO (17 miles from Boulder, CO)
- 11 hours ago
Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces to grow your career in the U.S.About this role:Wells Fargo is seeking an Associate Roving Personal Banker...
- Westminster, CO (17 miles from Boulder, CO)
- 1 day ago
- Westminster, CO (17 miles from Boulder, CO)
- 1 day ago
Compensation & Benefits The Personal Banker position pays a minimum of $20.00....
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....
- Arvada, CO (18 miles from Boulder, CO)
- 7 days ago
- Arvada, CO (18 miles from Boulder, CO)
- 7 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions....
- Denver, CO (24 miles from Boulder, CO)
- 9 days ago
- Denver, CO (24 miles from Boulder, CO)
- 9 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions....
Licensed Private Client Banker
- Golden, CO (23 miles from Boulder, CO)
- 9 days ago
- Golden, CO (23 miles from Boulder, CO)
- 9 days ago
Location: 1222 Arapahoe - Golden, Colorado 80401 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker...
- Longmont, CO (10 miles from Boulder, CO)
- 9 days ago
- Longmont, CO (10 miles from Boulder, CO)
- 9 days ago
When joining Elevations, you can expect to work for a company with: A leadership team that strives to make this the best place you've ever worked! A focus on supporting our employees' mental,...
Personal Banking Rep - Bilingual in English and Spanish
- Longmont, CO (10 miles from Boulder, CO)
- 10 days ago
- Longmont, CO (10 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 WorkPart Time - Personal Banking Rep - Bilingual in Mandarin
- Westminster, CO (17 miles from Boulder, CO)
- 14 days ago
- Westminster, CO (17 miles from Boulder, CO)
- 14 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 Work- Lafayette, CO (5 miles from Boulder, CO)
- 14 days ago
- Lafayette, CO (5 miles from Boulder, CO)
- 14 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Evergreen, CO (23 miles from Boulder, CO)
- 16 days ago
- Evergreen, CO (23 miles from Boulder, CO)
- 16 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 WorkPrivate Client Banker II - Pearl and 30th - Boulder, CO - CO METRO NW
- Boulder, CO
- 17 days ago
- Boulder, CO
- 17 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
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....
Originates consumer lending applications and identifies other internal partner referral opportunities....
Demographic 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
- 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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