Personal Banker Jobs in Broomfield, 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 (4 miles from Broomfield, CO)
- 15 days ago
- Louisville, CO (4 miles from Broomfield, 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 -...
- Denver, CO (19 miles from Broomfield, CO)
- 3 hours ago
- Denver, CO (19 miles from Broomfield, CO)
- 3 hours 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....
Personal Banker Roving Northeast Denver
- Westminster, CO (6 miles from Broomfield, CO)
- 12 hours ago
- Westminster, CO (6 miles from Broomfield, CO)
- 12 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...
- Denver, CO (19 miles from Broomfield, CO)
- 12 hours ago
- Denver, CO (19 miles from Broomfield, CO)
- 12 hours ago
The Personal Banker will be able toeffectively and efficiently handle client interactions and exceed clientexpectations....
- Westminster, CO (6 miles from Broomfield, CO)
- 1 day ago
- Westminster, CO (6 miles from Broomfield, CO)
- 1 day ago
Compensation & Benefits The Personal Banker position pays a minimum of $20.00....
Client Relationship Manager (Onsite in Aurora, IL)
- Aurora, CO (17 miles from Broomfield, CO)
- 1 day ago
- Aurora, CO (17 miles from Broomfield, CO)
- 1 day ago
At Pitney Bowes, we do the right thing, the right way. As a member of our team, you can too. We have amazing people who are the driving force, the inspiration and foundation of our company. Our...
- Lakewood, CO (21 miles from Broomfield, CO)
- 1 day ago
- Lakewood, CO (21 miles from Broomfield, CO)
- 1 day 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- Littleton, CO (22 miles from Broomfield, CO)
- 2 days ago
- Littleton, CO (22 miles from Broomfield, CO)
- 2 days 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....
Personal Banker - Belleview Shores
- Littleton, CO (22 miles from Broomfield, CO)
- 2 days ago
- Littleton, CO (22 miles from Broomfield, CO)
- 2 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Boulder, CO (11 miles from Broomfield, CO)
- 3 days ago
- Boulder, CO (11 miles from Broomfield, CO)
- 3 days 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....
Personal Banker Arapahoe Crossing
- Aurora, CO (17 miles from Broomfield, CO)
- 3 days ago
- Aurora, CO (17 miles from Broomfield, CO)
- 3 days 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....
- Denver, CO (19 miles from Broomfield, CO)
- 4 days ago
- Denver, CO (19 miles from Broomfield, CO)
- 4 days 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....
- Littleton, CO (22 miles from Broomfield, CO)
- 7 days ago
- Littleton, CO (22 miles from Broomfield, CO)
- 7 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- Arvada, CO (8 miles from Broomfield, CO)
- 7 days ago
- Arvada, CO (8 miles from Broomfield, 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....
Personal Banking Rep - Bilingual in English and Spanish
- Denver, CO (19 miles from Broomfield, CO)
- 7 days ago
- Denver, CO (19 miles from Broomfield, CO)
- 7 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 Broomfield, CO
Moving to Broomfield, CO? Find some basic demographic data about Broomfield, CO below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Broomfield, CO
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Broomfield, 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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