Personal Banker Jobs in Fort Collins, 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.
- Loveland, CO (16 miles from Fort Collins, CO)
- 1 day ago
- Loveland, CO (16 miles from Fort Collins, CO)
- 1 day ago
Physical Requirements The work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday....
- Loveland, CO (16 miles from Fort Collins, CO)
- 6 days ago
- Loveland, CO (16 miles from Fort Collins, CO)
- 6 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Loveland, CO....
Personal Banker - Peakview Branch Loveland, CO
- Loveland, CO (16 miles from Fort Collins, CO)
- 7 days ago
- Loveland, CO (16 miles from Fort Collins, CO)
- 7 days ago
for Personal Banker positions is $22/hour....
- Loveland, CO (16 miles from Fort Collins, CO)
- 7 days ago
- Loveland, CO (16 miles from Fort Collins, CO)
- 7 days ago
About the role The Personal Banker is responsible for ensuring customer satisfaction and making decisions on behalf of the bank by assisting with a wide variety of duties including opening new accounts...
Holistic Wealth Management: Deliver solutions across savings, investments, planning, and insurance to support clients wealth preservation and long-term goals....
Personal Banker I - Loveland, OH
- Loveland, CO (16 miles from Fort Collins, CO)
- 45+ days ago
- Loveland, CO (16 miles from Fort Collins, CO)
- 45+ days ago
GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers...
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 Fort Collins, CO
Moving to Fort Collins, CO? Find some basic demographic data about Fort Collins, CO below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Fort Collins, CO
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Fort Collins, 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
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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