Personal Banker Jobs in Wheat Ridge, 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.
Financial Advisor - Career Change Opportunity
- Golden, CO (8 miles from Wheat Ridge, CO)
- 1 day ago
- Golden, CO (8 miles from Wheat Ridge, CO)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 06-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker - Table Mesa Branch Boulder, CO
- Boulder, CO (19 miles from Wheat Ridge, CO)
- 1 day ago
- Boulder, CO (19 miles from Wheat Ridge, CO)
- 1 day 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...
- Littleton, CO (13 miles from Wheat Ridge, CO)
- 1 day ago
- Littleton, CO (13 miles from Wheat Ridge, 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....
- Golden, CO (8 miles from Wheat Ridge, CO)
- 1 day ago
- Golden, CO (8 miles from Wheat Ridge, CO)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 06-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Arvada, CO (2 miles from Wheat Ridge, CO)
- 1 day ago
- Arvada, CO (2 miles from Wheat Ridge, 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 (15 miles from Wheat Ridge, CO)
- 2 days ago
- Denver, CO (15 miles from Wheat Ridge, CO)
- 2 days ago
Client Service Consultant, PC page is loaded Client Service Consultant, PC locations Denver time type Full time posted on Posted Yesterday job requisition id R0000402 Job Description: We are...
- Greenwood Village, CO (10 miles from Wheat Ridge, CO)
- 3 days ago
- Greenwood Village, CO (10 miles from Wheat Ridge, CO)
- 3 days ago
Financial Advisor Empower Retirement $60,000.00 - $78,000.00 life insurance, parental leave, paid time off, tuition reimbursement, 401(k) United States 8525 East Orchard Road (Show on map) Jun 03,...
- Denver, CO (15 miles from Wheat Ridge, CO)
- 3 days ago
- Denver, CO (15 miles from Wheat Ridge, CO)
- 3 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Denver, CO at the Monaco branch....
Personal Banking Rep - Bilingual in Spanish
- Denver, CO (15 miles from Wheat Ridge, CO)
- 3 days ago
- Denver, CO (15 miles from Wheat Ridge, CO)
- 3 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 (18 miles from Wheat Ridge, CO)
- 3 days ago
- Highlands Ranch, CO (18 miles from Wheat Ridge, CO)
- 3 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Client Relationship Manager - Retail Alternative Investments
- Denver, CO (15 miles from Wheat Ridge, CO)
- 4 days ago
- Denver, CO (15 miles from Wheat Ridge, CO)
- 4 days ago
Solid background in managing client relationships in a financial services or wealth management context....
- Denver, CO (15 miles from Wheat Ridge, CO)
- 5 days ago
- Denver, CO (15 miles from Wheat Ridge, CO)
- 5 days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
Personal Banking Representative -Bilingual in Spanish and English
- Golden, CO (8 miles from Wheat Ridge, CO)
- 5 days ago
- Golden, CO (8 miles from Wheat Ridge, 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 WorkPrivate Client Banker - Saddle Rock, Aurora CO - Southern CO Market
- Aurora, CO (13 miles from Wheat Ridge, CO)
- 5 days ago
- Aurora, CO (13 miles from Wheat Ridge, CO)
- 5 days ago
JobID: 210632856 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-02T21:19:10+00:00 JobShift: Base Pay/Salary: Aurora,CO $20.00-$27.88 You have a passion for taking...
- Englewood, CO (10 miles from Wheat Ridge, CO)
- 5 days ago
- Englewood, CO (10 miles from Wheat Ridge, CO)
- 5 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....
Demographic Data for Wheat Ridge, CO
Moving to Wheat Ridge, CO? Find some basic demographic data about Wheat Ridge, CO below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Wheat Ridge, CO
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Wheat Ridge, 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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