Personal Banker Jobs in Castle Rock, 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.
Financial Advisor - Career Change Opportunity
- Parker, CO (13 miles from Castle Rock, CO)
- 7 days ago
- Parker, CO (13 miles from Castle Rock, CO)
- 7 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 30-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Parker, CO (13 miles from Castle Rock, CO)
- 1 day ago
- Parker, CO (13 miles from Castle Rock, 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 WorkPersonal Banker - Sr. Personal Banker (Belmar)
- Lakewood, CO (24 miles from Castle Rock, CO)
- 2 days ago
- Lakewood, CO (24 miles from Castle Rock, CO)
- 2 days ago
FSR I 2+ years of experience in consumer lending and/or consultative sales, or 1+ year of demonstrated successful performance in a USR role within Westerra FSR II 4+ years of experience in consumer...
Location: 4535 Milestone Lane - Castle Rock, Colorado 80104 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
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- Parker, CO (13 miles from Castle Rock, CO)
- 2 days ago
- Parker, CO (13 miles from Castle Rock, CO)
- 2 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Personal Banker Roving SE Denver District
- Centennial, CO (21 miles from Castle Rock, CO)
- 7 days ago
- Centennial, CO (21 miles from Castle Rock, CO)
- 7 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Parker, CO (13 miles from Castle Rock, CO)
- 8 days ago
- Parker, CO (13 miles from Castle Rock, CO)
- 8 days ago
This job posting is anticipated to remain open for 30 days, from 30-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Littleton, CO (22 miles from Castle Rock, CO)
- 20 days ago
- Littleton, CO (22 miles from Castle Rock, CO)
- 20 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- Centennial, CO (21 miles from Castle Rock, CO)
- 23 days ago
- Centennial, CO (21 miles from Castle Rock, CO)
- 23 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....
- Centennial, CO (18 miles from Castle Rock, CO)
- 24 days ago
- Centennial, CO (18 miles from Castle Rock, CO)
- 24 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 Spanish
- Centennial, CO (21 miles from Castle Rock, CO)
- 30+ days ago
- Centennial, CO (21 miles from Castle Rock, CO)
- 30+ 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- Littleton, CO (22 miles from Castle Rock, CO)
- 30+ days ago
- Littleton, CO (22 miles from Castle Rock, CO)
- 30+ days ago
Dickinson Financial Corporation Personal Banker in Littleton , Colorado Summary Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our...
- Greenwood Village, CO (22 miles from Castle Rock, CO)
- 60+ days ago
- Greenwood Village, CO (22 miles from Castle Rock, CO)
- 60+ days ago
Join us today as a Personal Banker II. Job Description The Personal Banker II provides the best client experience possible for BOKFs clients....
- Littleton, CO (22 miles from Castle Rock, CO)
- 90+ days ago
- Littleton, CO (22 miles from Castle Rock, CO)
- 90+ days ago
The Personal Banker position pays a minimum of $20.00....
Demographic Data for Castle Rock, CO
Moving to Castle Rock, CO? Find some basic demographic data about Castle Rock, CO below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Castle Rock, CO
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Castle Rock, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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