Personal Banker Jobs in Colorado Springs, 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.
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of...
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
CO Salary Range: USD 50,000.00 - 125,000.00 per year We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition...
Financial Advisor, Advisory Services
- Colorado Springs, CO
- 5 days ago
- Colorado Springs, CO
- 5 days ago
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of...
Personal Banker Powers and Constitution
- Colorado Springs, CO
- 5 days ago
- Colorado Springs, CO
- 5 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....
banking experience including deposit, loan, and account opening experience, may be considered for the position of a Personal Banker II....
As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions....
Location: 5725 North Academy Boulevard - Colorado Springs, Colorado 80918-3684 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank...
Financial Advisor - Woodland Park
- Woodland Park, CO (17 miles from Colorado Springs, CO)
- 90+ days ago
- Woodland Park, CO (17 miles from Colorado Springs, CO)
- 90+ days ago
As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable...
Financial Advisor - Colorado Springs
- Colorado Springs, CO
- 90+ days ago
- Colorado Springs, CO
- 90+ days ago
As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable...
Demographic Data for Colorado Springs, CO
Moving to Colorado Springs, CO? Find some basic demographic data about Colorado Springs, CO below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Colorado Springs, CO
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Colorado Springs, CO offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- 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
- Relationship Management
- Inbound/Outbound Calling
- Math
- Listening
- Retail
- Business Development
- Customer Relations
- High School Diploma
- Written Communication
- Telephone Skills
- Reporting
- Policy Development
- Coaching
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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