Personal Banker Jobs in Caldwell, ID
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.
Associate Personal Banker - Caldwell 3.6 3.6 out of 5 stars 823 Cleveland Boulevard, Caldwell, ID 83605 Why Wells Fargo: Are you looking for more? Find it here....
- Nampa, ID (5 miles from Caldwell, ID)
- 12 days ago
- Nampa, ID (5 miles from Caldwell, ID)
- 12 days ago
The Personal Banker is responsible for acquiring new consumer and small business customers and expanding relationships with existing customers....
Personal Banker - Nampa Karcher Branch
- Nampa, ID (5 miles from Caldwell, ID)
- 12 days ago
- Nampa, ID (5 miles from Caldwell, ID)
- 12 days ago
at DL Evans Bank in Nampa, Idaho, United States Job Description Responsible for acquiring new consumer and small business customers and expanding relationships with existing customers. Serves as a...
Associate Personal Banker - Emmett
- Emmett, ID (20 miles from Caldwell, ID)
- 20 days ago
- Emmett, ID (20 miles from Caldwell, ID)
- 20 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....
- Boise, ID (22 miles from Caldwell, ID)
- 24 days ago
- Boise, ID (22 miles from Caldwell, ID)
- 24 days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
US Experienced Financial Advisor
- Boise, ID (22 miles from Caldwell, ID)
- 26 days ago
- Boise, ID (22 miles from Caldwell, ID)
- 26 days ago
We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model....
Associate Personal Banker - Eagle Branch
- Eagle, ID (14 miles from Caldwell, ID)
- 26 days ago
- Eagle, ID (14 miles from Caldwell, ID)
- 26 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....
Personal Financial Representative-ID
- Boise, ID (22 miles from Caldwell, ID)
- 30+ days ago
- Boise, ID (22 miles from Caldwell, ID)
- 30+ days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote WorkFinancial Advisor - Boise / Southern Idaho and surrounding areas
- Boise, ID (22 miles from Caldwell, ID)
- 90+ days ago
- Boise, ID (22 miles from Caldwell, ID)
- 90+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Financial Advisor - Meridian, ID
- Meridian, ID (13 miles from Caldwell, ID)
- 90+ days ago
- Meridian, ID (13 miles from Caldwell, ID)
- 90+ days ago
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and...
Demographic Data for Caldwell, ID
Moving to Caldwell, ID? Find some basic demographic data about Caldwell, ID below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Caldwell, ID
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Caldwell, ID 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
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- 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
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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