Personal Banker Jobs in Carmel, 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.
- Lebanon, IN (15 miles from Carmel, IN)
- 2 days ago
- Lebanon, IN (15 miles from Carmel, IN)
- 2 days ago
As a Personal Banker within PNC's retail branch organization, you will be based in Lebanon, Indiana at the Lebanon Downtown Branch....
Personal Banker Associate I - Nora
- Indianapolis, IN (14 miles from Carmel, IN)
- 6 days ago
- Indianapolis, IN (14 miles from Carmel, IN)
- 6 days ago
Banker job family....
Personal Banker Associate I - New Palestine
- New Palestine, IN (22 miles from Carmel, IN)
- 6 days ago
- New Palestine, IN (22 miles from Carmel, IN)
- 6 days ago
Banker job family....
- Cicero, IN (13 miles from Carmel, IN)
- 6 days ago
- Cicero, IN (13 miles from Carmel, IN)
- 6 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
- Beech Grove, IN (18 miles from Carmel, IN)
- 6 days ago
- Beech Grove, IN (18 miles from Carmel, IN)
- 6 days ago
Personal Banker PNC Financial Services Group 3.6 ( ) Beech Grove, 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...
Float Personal Banker Associate - Hoosier Region
- Indianapolis, IN (20 miles from Carmel, IN)
- 6 days ago
- Indianapolis, IN (20 miles from Carmel, IN)
- 6 days ago
Float Personal Banker Associate - Hoosier Region LOCATION -- Indianapolis, Indiana 46237 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure...
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...
Float Personal Banker Associate - Hoosier Region
- Indianapolis, IN (14 miles from Carmel, IN)
- 8 days ago
- Indianapolis, IN (14 miles from Carmel, IN)
- 8 days ago
Float Personal Banker Associate - Hoosier Region LOCATION -- Indianapolis, Indiana 46237 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure...
- Anderson, IN (23 miles from Carmel, IN)
- 17 days ago
- Anderson, IN (23 miles from Carmel, IN)
- 17 days ago
As a Personal Banker within PNC's retail branch organization, you will be based in Anderson, Indiana at the Anderson North Branch....
Float Personal Banker Associate - South Indy
- Indianapolis, IN (14 miles from Carmel, IN)
- 22 days ago
- Indianapolis, IN (14 miles from Carmel, IN)
- 22 days ago
Banker job family....
Financial Advisor - Indianapolis and surrounding area
- Fishers, IN (17 miles from Carmel, IN)
- 24 days ago
- Fishers, IN (17 miles from Carmel, IN)
- 24 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...
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 Associate I - Zionsville
- Zionsville, IN (5 miles from Carmel, IN)
- 30+ days ago
- Zionsville, IN (5 miles from Carmel, IN)
- 30+ days ago
Banker job family....
Personal Financial Representative - IN
- Indianapolis, IN (14 miles from Carmel, IN)
- 30+ days ago
- Indianapolis, IN (14 miles from Carmel, IN)
- 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 WorkWe'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....
Demographic Data for Carmel, IN
Moving to Carmel, IN? Find some basic demographic data about Carmel, IN below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Carmel, IN
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Carmel, 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
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- 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
- Retail
- Business Development
- 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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