Personal Banker Jobs in Conifer, 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.
- Englewood, CO (19 miles from Conifer, CO)
- 2 days ago
- Englewood, CO (19 miles from Conifer, CO)
- 2 days ago
**Physical Requirements** The work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday....
Personal Banking Representative
- Wheat Ridge, CO (24 miles from Conifer, CO)
- 2 days ago
- Wheat Ridge, CO (24 miles from Conifer, CO)
- 2 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- Golden, CO (18 miles from Conifer, CO)
- 4 days ago
- Golden, CO (18 miles from Conifer, CO)
- 4 days ago
This job posting is anticipated to remain open for 30 days, from 24-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Golden, CO (18 miles from Conifer, CO)
- 6 days ago
- Golden, CO (18 miles from Conifer, CO)
- 6 days ago
banking experience including deposit, loan, and account opening experience, may be considered for the position of a Personal Banker II....
Personal Banker Roving Southwest Denver
- Englewood, CO (19 miles from Conifer, CO)
- 11 days ago
- Englewood, CO (19 miles from Conifer, CO)
- 11 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....
- Littleton, CO (16 miles from Conifer, CO)
- 12 days ago
- Littleton, CO (16 miles from Conifer, CO)
- 12 days ago
lending products, including secured (auto) products Beginning understanding of home equity products Analyze applicant's financial status to find the best solutions....
Private Client Banker - Lincoln and Heritage Hills, Lone Tree, CO - Metro Southeast
- Lone Tree, CO (18 miles from Conifer, CO)
- 13 days ago
- Lone Tree, CO (18 miles from Conifer, CO)
- 13 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...
Personal Banker - 38th & Kipling
- Wheat Ridge, CO (24 miles from Conifer, CO)
- 13 days ago
- Wheat Ridge, CO (24 miles from Conifer, CO)
- 13 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Wheat Ridge, CO at the 38th & Kipling branch....
- Englewood, CO (19 miles from Conifer, CO)
- 26 days ago
- Englewood, CO (19 miles from Conifer, CO)
- 26 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....
Financial Advisor (Career Changers Encouraged To Apply)
- Littleton, CO (16 miles from Conifer, CO)
- 30+ days ago
- Littleton, CO (16 miles from Conifer, CO)
- 30+ days ago
GET MORE OUT OF YOUR CAREER! Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business...
Personal Banker - Denver East Region
- Denver, CO (24 miles from Conifer, CO)
- 30+ days ago
- Denver, CO (24 miles from Conifer, CO)
- 30+ days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in or around Denver, CO....
Associate Bank Financial Advisor
- Littleton, CO (16 miles from Conifer, CO)
- 45+ days ago
- Littleton, CO (16 miles from Conifer, CO)
- 45+ days ago
CO Salary Range: USD 60,000.00 - 100,000.00 per year About this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo...
Personal Banker - Sr. Personal Banker (Belmar)
- Lakewood, CO (15 miles from Conifer, CO)
- 45+ days ago
- Lakewood, CO (15 miles from Conifer, CO)
- 45+ 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...
Licensed Private Client Banker
- Castle Pines, CO (22 miles from Conifer, CO)
- 45+ days ago
- Castle Pines, CO (22 miles from Conifer, CO)
- 45+ days ago
Location: 7288 Lagae Road - Castle Pines, Colorado 80108 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
- Denver, CO (24 miles from Conifer, CO)
- 45+ days ago
- Denver, CO (24 miles from Conifer, CO)
- 45+ days ago
As a Personal Banker within PNC's Monaco Branch, you will be based in Denver, CO....
Demographic Data for Conifer, CO
Moving to Conifer, CO? Find some basic demographic data about Conifer, CO below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Conifer, CO
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Conifer, 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
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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