Personal Banker Jobs in Monument, 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.
Private Client Banker - Southern CO, Castle Rock CO
- Castle Rock, CO (14 miles from Monument, CO)
- 14 days ago
- Castle Rock, CO (14 miles from Monument, CO)
- 14 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...
- Castle Rock, CO (14 miles from Monument, CO)
- 16 days ago
- Castle Rock, CO (14 miles from Monument, CO)
- 16 days ago
Job Description The Personal Banker I provides the best client experience possible for BOKF's clients....
- Colorado Springs, CO (17 miles from Monument, CO)
- 16 days ago
- Colorado Springs, CO (17 miles from Monument, CO)
- 16 days ago
banking experience including deposit, loan, and account opening experience, may be considered for the position of a Personal Banker II....
Personal Banker Roving Southwest Denver
- Castle Rock, CO (14 miles from Monument, CO)
- 16 days ago
- Castle Rock, CO (14 miles from Monument, CO)
- 16 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....
- Colorado Springs, CO (17 miles from Monument, CO)
- 30+ days ago
- Colorado Springs, CO (17 miles from Monument, CO)
- 30+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions....
Licensed Private Client Banker
- Colorado Springs, CO (17 miles from Monument, CO)
- 45+ days ago
- Colorado Springs, CO (17 miles from Monument, CO)
- 45+ days ago
Location: 5725 North Academy Boulevard - Colorado Springs, Colorado 80918-3684 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank...
Financial Advisor - Woodland Park
- Woodland Park, CO (13 miles from Monument, CO)
- 90+ days ago
- Woodland Park, CO (13 miles from Monument, CO)
- 90+ 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...
Financial Advisor - Colorado Springs
- Colorado Springs, CO (17 miles from Monument, CO)
- 90+ days ago
- Colorado Springs, CO (17 miles from Monument, CO)
- 90+ 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...
Demographic Data for Monument, CO
Moving to Monument, CO? Find some basic demographic data about Monument, CO below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Monument, CO
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Monument, 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
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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