Personal Banker Jobs in Bourbon, 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 I (Client Service Associate I), Warsaw East Banking Center, Warsaw, IN
- Warsaw, IN (14 miles from Bourbon, IN)
- 5 days ago
- Warsaw, IN (14 miles from Bourbon, IN)
- 5 days ago
EXPERIENCE/SKILLS Three (3) – four (4) years of retail banking experience required. Cash handling experience required. Balancing vault and ATM experience required....
Financial Advisor - Interra Credit Union
- Goshen, IN (22 miles from Bourbon, IN)
- 5 days ago
- Goshen, IN (22 miles from Bourbon, IN)
- 5 days ago
Financial Advisor - Interra Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union...
- Mishawaka, IN (22 miles from Bourbon, IN)
- 90+ days ago
- Mishawaka, IN (22 miles from Bourbon, IN)
- 90+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Demographic Data for Bourbon, IN
Moving to Bourbon, IN? Find some basic demographic data about Bourbon, IN below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Bourbon, IN
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Bourbon, IN 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
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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