Personal Banker Jobs in Erie, 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.
- Northglenn, CO (11 miles from Erie, CO)
- 5 hours ago
- Northglenn, CO (11 miles from Erie, CO)
- 5 hours ago
This job posting is anticipated to remain open for 30 days, from 25-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banker Roving Northeast Denver
- Westminster, CO (16 miles from Erie, CO)
- 20 hours ago
- Westminster, CO (16 miles from Erie, CO)
- 20 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 (16 miles from Erie, CO)
- 1 day ago
- Westminster, CO (16 miles from Erie, 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 (24 miles from Erie, CO)
- 1 day ago
- Aurora, CO (24 miles from Erie, 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...
- Boulder, CO (9 miles from Erie, CO)
- 3 days ago
- Boulder, CO (9 miles from Erie, 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 (24 miles from Erie, CO)
- 3 days ago
- Aurora, CO (24 miles from Erie, 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....
- Arvada, CO (18 miles from Erie, CO)
- 7 days ago
- Arvada, CO (18 miles from Erie, 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 Banker Bilingual Commerce City Parkway Market
- Commerce City, CO (18 miles from Erie, CO)
- 8 days ago
- Commerce City, CO (18 miles from Erie, CO)
- 8 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 (24 miles from Erie, CO)
- 9 days ago
- Denver, CO (24 miles from Erie, 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....
- Longmont, CO (8 miles from Erie, CO)
- 9 days ago
- Longmont, CO (8 miles from Erie, 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 (8 miles from Erie, CO)
- 10 days ago
- Longmont, CO (8 miles from Erie, 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
- Westminster, CO (16 miles from Erie, CO)
- 11 days ago
- Westminster, CO (16 miles from Erie, CO)
- 11 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 (16 miles from Erie, CO)
- 14 days ago
- Westminster, CO (16 miles from Erie, 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 Erie, CO)
- 14 days ago
- Lafayette, CO (5 miles from Erie, CO)
- 14 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Personal Banker - 6th & Peoria Branch (Bilingual Spanish)
- Aurora, CO (24 miles from Erie, CO)
- 14 days ago
- Aurora, CO (24 miles from Erie, CO)
- 14 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Demographic Data for Erie, CO
Moving to Erie, CO? Find some basic demographic data about Erie, CO below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Erie, CO
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Erie, 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
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Banking
- 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
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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