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
- Thornton, CO (24 miles from Longmont, CO)
- 4 days ago
- Thornton, CO (24 miles from Longmont, CO)
- 4 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- Loveland, CO (14 miles from Longmont, CO)
- 5 days ago
- Loveland, CO (14 miles from Longmont, CO)
- 5 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Loveland, CO....
Personal Banker Bilingual Preferred - Iris Branch Boulder, CO
- Boulder, CO (10 miles from Longmont, CO)
- 5 days ago
- Boulder, CO (10 miles from Longmont, CO)
- 5 days ago
#IND123 Compensation and Benefits Overview: Starting pay for Personal Banker positions is $22/hour....
Personal Banker - Peakview Branch Loveland, CO
- Loveland, CO (14 miles from Longmont, CO)
- 5 days ago
- Loveland, CO (14 miles from Longmont, CO)
- 5 days ago
for Personal Banker positions is $22/hour....
- Loveland, CO (14 miles from Longmont, CO)
- 6 days ago
- Loveland, CO (14 miles from Longmont, CO)
- 6 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...
Personal Banker Float South Region
- Broomfield, CO (17 miles from Longmont, CO)
- 6 days ago
- Broomfield, CO (17 miles from Longmont, CO)
- 6 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,...
Licensed Private Client Banker- Boulder/Louisville Area
- Boulder, CO (10 miles from Longmont, CO)
- 6 days ago
- Boulder, CO (10 miles from Longmont, CO)
- 6 days ago
Location: 1933 28th Street - Boulder, Colorado 80302 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
- Brighton, CO (22 miles from Longmont, CO)
- 9 days ago
- Brighton, CO (22 miles from Longmont, CO)
- 9 days ago
Physical Requirements The work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday....
Financial Advisor - Career Change Opportunity
- Northglenn, CO (20 miles from Longmont, CO)
- 11 days ago
- Northglenn, CO (20 miles from Longmont, CO)
- 11 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 24-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker - Longmont - Bilingual Spanish Required
- Longmont, CO
- 15 days ago
- Longmont, CO
- 15 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Longmont, CO....
- Boulder, CO (10 miles from Longmont, CO)
- 17 days ago
- Boulder, CO (10 miles from Longmont, CO)
- 17 days ago
Comprehensive understanding and execution of all FSG process and procedures, as displayed through consumer lending results and low error rates....
- Boulder, CO (10 miles from Longmont, CO)
- 18 days ago
- Boulder, CO (10 miles from Longmont, CO)
- 18 days ago
This position has responsibilities as both a Teller and a Personal Banker....
Personal Banker - Table Mesa Branch Boulder, CO
- Boulder, CO (10 miles from Longmont, CO)
- 22 days ago
- Boulder, CO (10 miles from Longmont, CO)
- 22 days ago
Personal Banker - Table Mesa Branch Boulder, CO page is loaded Personal Banker - Table Mesa Branch Boulder, CO locations Boulder, CO - Table Mesa Branch time type Full time posted on Posted Yesterday...
- Northglenn, CO (20 miles from Longmont, CO)
- 22 days ago
- Northglenn, CO (20 miles from Longmont, CO)
- 22 days ago
This job posting is anticipated to remain open for 30 days, from 24-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Lafayette, CO (10 miles from Longmont, CO)
- 30+ days ago
- Lafayette, CO (10 miles from Longmont, CO)
- 30+ days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Lafayette, CO at the Lafayette branch....
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
- 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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