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.
Personal Banker - North College Branch Fort Collins, CO
- Fort Collins, CO
- 4 days ago
- Fort Collins, CO
- 4 days ago
banking experience preferred Bilingual in Spanish preferred Compensation and Benefits Overview: Starting pay for Personal Banker positions is $23/hour....
Financial Advisor Financial Advisor
- Johnstown, CO (20 miles from Fort Collins, CO)
- 7 days ago
- Johnstown, CO (20 miles from Fort Collins, CO)
- 7 days ago
Financial Advisor Edward Jones 3.8 ( ) Johnstown, CO Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
- Loveland, CO (16 miles from Fort Collins, CO)
- 8 days ago
- Loveland, CO (16 miles from Fort Collins, CO)
- 8 days ago
experience Proficient in Microsoft Word and Excel Current notary or receives certification within 90 days of employment Preferred Education and Experience: Bachelor's degree Consumer and business lending...
- Loveland, CO (16 miles from Fort Collins, CO)
- 9 days ago
- Loveland, CO (16 miles from Fort Collins, CO)
- 9 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Loveland, CO at the Loveland branch....
- Johnstown, CO (20 miles from Fort Collins, CO)
- 10 days ago
- Johnstown, CO (20 miles from Fort Collins, CO)
- 10 days ago
This job posting is anticipated to remain open for 30 days, from 05-Aug-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor - Northern Colorado
- Loveland, CO (16 miles from Fort Collins, CO)
- 24 days ago
- Loveland, CO (16 miles from Fort Collins, CO)
- 24 days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
- Windsor, CO (10 miles from Fort Collins, CO)
- 30+ days ago
- Windsor, CO (10 miles from Fort Collins, CO)
- 30+ days ago
FINANCIAL ADVISOR Application Deadline: 11 August 2025 Department: 1302-Greeley Investment Employment Type: Full Time Location: Windsor, Colorado Compensation: 100% commission Description GENERAL...
Personal Banker - CSU Branch Fort Collins, CO
- Fort Collins, CO
- 30+ days ago
- Fort Collins, CO
- 30+ days ago
banking experience preferred Compensation and Benefits Overview: Starting pay for Personal Banker positions is $23/hour....
At FNBO, our employees are the heart of our storyand were committed to their success! Please see below the details of this career opportunity and how it fits into our organizations success. Our...
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
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »