Personal Banker Jobs in Colorado
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.
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...
Starting pay of $22/hour Opportunities for advancement in retail banking Inclusive, supportive workplace culture Comprehensive benefits A mission-driven environment focused on banking for good We live...
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...
**Physical Requirements** The work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday....
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...
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 WorkClient 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...
About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to...
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,...
As a Personal Banker within PNC's Retail Banking organization, you will be based in Denver, CO at the Monaco branch....
Now Hiring: Personal Banker $24.00 per hour Aspen Branch Financial stability, great employees, and exceptional customers....
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
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 WorkThere’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 WorkThe Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Demographic Data for Colorado
Moving to Colorado? Find some basic demographic data about Colorado below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Colorado
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Colorado 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
- Certified Financial Planner
- Check Cashing
- 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
- Listening
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »