Personal Banker Jobs in Loveland, 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 - SW Plaza Branch Fort Collins, CO
- Fort Collins, CO (16 miles from Loveland, CO)
- 1 day ago
- Fort Collins, CO (16 miles from Loveland, CO)
- 1 day ago
As a Personal Banker at FNBO, you'll have the opportunity to do that every day by getting to know your customers and supporting them on their financial journeys....
- Boulder, CO (22 miles from Loveland, CO)
- 3 days ago
- Boulder, CO (22 miles from Loveland, CO)
- 3 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....
Financial Advisor - Fort Collins, CO
- Fort Collins, CO (16 miles from Loveland, CO)
- 5 days ago
- Fort Collins, CO (16 miles from Loveland, CO)
- 5 days ago
Our referral partners spandepartments including Commercial & Business Banking, Retail Banking &Mortgage, and Trust & Private Wealth Reserve....
- Longmont, CO (14 miles from Loveland, CO)
- 9 days ago
- Longmont, CO (14 miles from Loveland, CO)
- 9 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,...
Personal Banking Rep - Bilingual in English and Spanish
- Longmont, CO (14 miles from Loveland, CO)
- 10 days ago
- Longmont, CO (14 miles from Loveland, CO)
- 10 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 (23 miles from Loveland, CO)
- 14 days ago
- Lafayette, CO (23 miles from Loveland, CO)
- 14 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Private Client Banker II - Pearl and 30th - Boulder, CO - CO METRO NW
- Boulder, CO (22 miles from Loveland, CO)
- 17 days ago
- Boulder, CO (22 miles from Loveland, CO)
- 17 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
- Boulder, CO (22 miles from Loveland, CO)
- 18 days ago
- Boulder, CO (22 miles from Loveland, CO)
- 18 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 (22 miles from Loveland, CO)
- 22 days ago
- Boulder, CO (22 miles from Loveland, CO)
- 22 days ago
Originates consumer lending applications and identifies other internal partner referral opportunities....
Financial Advisor - Northern Colorado
- Fort Collins, CO (16 miles from Loveland, CO)
- 45+ days ago
- Fort Collins, CO (16 miles from Loveland, CO)
- 45+ days ago
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...
- Boulder, CO (22 miles from Loveland, CO)
- 90+ days ago
- Boulder, CO (22 miles from Loveland, CO)
- 90+ 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...
Demographic Data for Loveland, CO
Moving to Loveland, CO? Find some basic demographic data about Loveland, CO below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Loveland, CO
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Loveland, 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
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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