Personal Banker Jobs in Idaho
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 Services Officer- Burley (Spanish Preferred)
- Burley, ID
- 4 hours ago
- Burley, ID
- 4 hours ago
Responsible for interviewing and qualifying members for loans of all types within the requirements of the loan policies established by the Credit Union. Assist members and businesses with opening...
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....
at DL Evans Bank in Pocatello, Idaho, United States Job Description Responsible for acquiring new consumer and small business customers and expanding relationships with existing customers. Serves...
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....
Refer customers to in-house financial experts and/or relevant bank departments, such as business banking, commercial lending, mortgage lending, and wealth management when appropriate....
Refer customers to in-house financial experts and/or relevant bank departments, such as business banking, commercial lending, mortgage lending, and wealth management when appropriate....
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....
The Personal Banker is responsible for acquiring new consumer and small business customers and expanding relationships with existing customers....
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...
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....
A Personal Banker is creative and can think outside the box to provide relevant solutions to our clients, while maintaining our Vision, Mission, and Values....
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...
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
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....
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....
Demographic Data for Idaho
Moving to Idaho? Find some basic demographic data about Idaho below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Idaho
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Idaho 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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