Personal Banker Jobs in Greenwood Village, 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.
- Denver, CO (9 miles from Greenwood Village, CO)
- 12 hours ago
- Denver, CO (9 miles from Greenwood Village, CO)
- 12 hours ago
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader were a global trailblazer committed to driving innovation, empowering...
- Centennial, CO (12 miles from Greenwood Village, CO)
- 14 hours ago
- Centennial, CO (12 miles from Greenwood Village, CO)
- 14 hours 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- Denver, CO (9 miles from Greenwood Village, CO)
- 14 hours ago
- Denver, CO (9 miles from Greenwood Village, CO)
- 14 hours ago
Join us today as a Personal Banker II. Job Description The Personal Banker II provides the best client experience possible for BOKF's clients....
- Denver, CO (9 miles from Greenwood Village, CO)
- 14 hours ago
- Denver, CO (9 miles from Greenwood Village, CO)
- 14 hours ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
Financial Advisor - Career Change Opportunity
- Aurora, CO (10 miles from Greenwood Village, CO)
- 18 hours ago
- Aurora, CO (10 miles from Greenwood Village, CO)
- 18 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 13-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banking Representative
- Aurora, CO (10 miles from Greenwood Village, CO)
- 1 day ago
- Aurora, CO (10 miles from Greenwood Village, CO)
- 1 day 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 WorkPersonal Banking Representative - Bilingual Part Time
- Denver, CO (9 miles from Greenwood Village, CO)
- 1 day ago
- Denver, CO (9 miles from Greenwood Village, CO)
- 1 day 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 WorkPersonal Banking Representative - Part Time Bilingual in Spanish
- Denver, CO (9 miles from Greenwood Village, CO)
- 1 day ago
- Denver, CO (9 miles from Greenwood Village, CO)
- 1 day 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- Denver, CO (7 miles from Greenwood Village, CO)
- 2 days ago
- Denver, CO (7 miles from Greenwood Village, CO)
- 2 days ago
Join us today as a Personal Banker II. Job Description The Personal Banker II provides the best client experience possible for BOKFs clients....
Personal Banker Roving Northeast Denver
- Denver, CO (9 miles from Greenwood Village, CO)
- 2 days ago
- Denver, CO (9 miles from Greenwood Village, CO)
- 2 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....
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 WorkRegional Personal Banking Representative I - Denver
- Denver, CO (9 miles from Greenwood Village, CO)
- 4 days ago
- Denver, CO (9 miles from Greenwood Village, CO)
- 4 days ago
General Purpose The Personal Banking Representative (PBR) I provides excellent customer service by establishing a working relationship with internal and external customers through effective...
- Aurora, CO (10 miles from Greenwood Village, CO)
- 4 days ago
- Aurora, CO (10 miles from Greenwood Village, CO)
- 4 days ago
banking experience including deposit, loan, and account opening experience, may be considered for the position of a Personal Banker II....
Personal Banking Representative - Bilingual in Spanish
- Denver, CO (9 miles from Greenwood Village, CO)
- 5 days ago
- Denver, CO (9 miles from Greenwood Village, CO)
- 5 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- Highlands Ranch, CO (8 miles from Greenwood Village, CO)
- 5 days ago
- Highlands Ranch, CO (8 miles from Greenwood Village, CO)
- 5 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 WorkDemographic Data for Greenwood Village, CO
Moving to Greenwood Village, CO? Find some basic demographic data about Greenwood Village, CO below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Greenwood Village, CO
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Greenwood Village, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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