Personal Banker Jobs in Longmont, 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 Banking Representative - Bilingual in Spanish and English
- Thornton, CO (24 miles from Longmont, CO)
- 22 hours ago
- Thornton, CO (24 miles from Longmont, CO)
- 22 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- Loveland, CO (14 miles from Longmont, CO)
- 1 day ago
- Loveland, CO (14 miles from Longmont, 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....
- Federal Heights, CO (24 miles from Longmont, CO)
- 1 day ago
- Federal Heights, CO (24 miles from Longmont, CO)
- 1 day 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....
Private Client Banker - Gunbarrel - Boulder, CO - NORTHERN CIO
- Boulder, CO (10 miles from Longmont, CO)
- 1 day ago
- Boulder, CO (10 miles from Longmont, CO)
- 1 day ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker - Broomfield, CO
- Broomfield, CO (17 miles from Longmont, CO)
- 5 days ago
- Broomfield, CO (17 miles from Longmont, CO)
- 5 days ago
banking experience preferred Bilingual in Spanish preferred Compensation and Benefits Overview: Starting pay for Personal Banker positions is $23/hour....
Personal Banker Float - Longmont/Loveland
- Loveland, CO (14 miles from Longmont, CO)
- 6 days ago
- Loveland, CO (14 miles from Longmont, CO)
- 6 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...
- Boulder, CO (10 miles from Longmont, CO)
- 7 days ago
- Boulder, CO (10 miles from Longmont, CO)
- 7 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....
- Boulder, CO (10 miles from Longmont, CO)
- 8 days ago
- Boulder, CO (10 miles from Longmont, CO)
- 8 days ago
Originates consumer lending applications and identifies other internal partner referral opportunities....
Personal Banker Northeast Denver
- Brighton, CO (22 miles from Longmont, CO)
- 8 days ago
- Brighton, CO (22 miles from Longmont, 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....
- Erie, CO (8 miles from Longmont, CO)
- 12 days ago
- Erie, CO (8 miles from Longmont, CO)
- 12 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 (10 miles from Longmont, CO)
- 13 days ago
- Lafayette, CO (10 miles from Longmont, CO)
- 13 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Lafayette, CO at the Lafayette branch....
Personal Banker II - Retail (Eligible for Signing Bonus) (Boulder, CO, US, 80301)
- Boulder, CO (10 miles from Longmont, CO)
- 16 days ago
- Boulder, CO (10 miles from Longmont, CO)
- 16 days ago
Req ID: 76877 Location: Boulder -BOUL Areas of Interest: Consumer Banker; Bank Operations; Branch Business Banking; Consumer Lending Pay Transparency Salary Range: $45,000 - $55,000 Application Deadline...
Personal Banker II - Retail (Eligible for Signing Bonus)
- Boulder, CO (10 miles from Longmont, CO)
- 17 days ago
- Boulder, CO (10 miles from Longmont, CO)
- 17 days ago
Req ID: 76877 Location: Boulder -BOUL Areas of Interest: Consumer Banker; Bank Operations; Branch Business Banking; Consumer Lending Pay Transparency Salary Range: $45,000 - $55,000 Application Deadline...
Personal Banking Representative
- Westminster, CO (23 miles from Longmont, CO)
- 19 days ago
- Westminster, CO (23 miles from Longmont, CO)
- 19 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- Erie, CO (8 miles from Longmont, CO)
- 20 days ago
- Erie, CO (8 miles from Longmont, CO)
- 20 days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
Demographic Data for Longmont, CO
Moving to Longmont, CO? Find some basic demographic data about Longmont, CO below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Longmont, CO
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Longmont, 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
- Personal Banker
- Consultative Sales
- Flexibility
- Retail Banking
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- 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
- Business Development
- Retail
- Math
- Customer Relations
- High School Diploma
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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