Personal Banker Jobs in Anderson, IN
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.
Personal Banker - E. 96Th Street
- Fishers, IN (13 miles from Anderson, IN)
- 11 hours ago
- Fishers, IN (13 miles from Anderson, IN)
- 11 hours ago
The Personal Banker position is included in a workplace model that does not allow remote work....
Personal Banker (Travel) - Elwood
- Elwood, IN (12 miles from Anderson, IN)
- 2 days ago
- Elwood, IN (12 miles from Anderson, IN)
- 2 days ago
The Personal Banker position is included in a workplace model that does not allow remote work....
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....
- Anderson, IN (5 miles from Anderson, IN)
- 10 days ago
- Anderson, IN (5 miles from Anderson, IN)
- 10 days ago
As a(n) Personal Banker within PNC's Anderson Mounds Mall branch, you will be based in Anderson, IN....
- Cicero, IN (14 miles from Anderson, IN)
- 15 days ago
- Cicero, IN (14 miles from Anderson, IN)
- 15 days ago
Job Type Full-time Description Personal Banker Float DEPARTMENT: Retail CLASSIFICATION: Non-Exempt REPORTS TO: Regional Branch Manager SUPERVISES: None Position Summary: The Personal Banker Float is...
Personal Banker Personal Banker
- McCordsville, IN (16 miles from Anderson, IN)
- 15 days ago
- McCordsville, IN (16 miles from Anderson, IN)
- 15 days ago
Personal Banker PNC Financial Services Group 3.6 ( ) McCordsville, IN Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive management 73% say women...
- Carmel, IN (23 miles from Anderson, IN)
- 16 days ago
- Carmel, IN (23 miles from Anderson, IN)
- 16 days ago
Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets under management, and is rapidly growing and expanding. We provide comprehensive, independent...
- Muncie, IN (21 miles from Anderson, IN)
- 17 days ago
- Muncie, IN (21 miles from Anderson, IN)
- 17 days ago
First Merchants Bank is seeking a Financial Advisor to join our team! This position will facilitate the sales and service of securities, annuities, registered investment advisory products and life...
As a Personal Banker within PNC's retail branch organization, you will be based in Anderson, Indiana at the Anderson North Branch....
Financial Advisor - Indianapolis and surrounding area
- Fishers, IN (13 miles from Anderson, IN)
- 30+ days ago
- Fishers, IN (13 miles from Anderson, IN)
- 30+ 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...
- Carmel, IN (23 miles from Anderson, IN)
- 30+ days ago
- Carmel, IN (23 miles from Anderson, IN)
- 30+ days ago
ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending...
Personal Banker (Travel) - E. 146Th St.
- Noblesville, IN (10 miles from Anderson, IN)
- 45+ days ago
- Noblesville, IN (10 miles from Anderson, IN)
- 45+ days ago
The Personal Banker position is included in a workplace model that does not allow remote work....
- Muncie, IN (21 miles from Anderson, IN)
- 90+ days ago
- Muncie, IN (21 miles from Anderson, IN)
- 90+ days ago
Job Description The Associate Financial Advisor is responsible for the development of new business and retention of existing relationships while creating and maintaining relationships with centers...
Financial Advisor - Carmel and surrounding area
- Carmel, IN (23 miles from Anderson, IN)
- 90+ days ago
- Carmel, IN (23 miles from Anderson, IN)
- 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...
Demographic Data for Anderson, IN
Moving to Anderson, IN? Find some basic demographic data about Anderson, IN below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Anderson, IN
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Anderson, IN offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Account Opening
- Lending
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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