Personal Banker Jobs in Charlestown, 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.
- Blue Ridge Manor, KY (13 miles from Charlestown, IN)
- 19 hours ago
- Blue Ridge Manor, KY (13 miles from Charlestown, IN)
- 19 hours ago
As a(n) Personal Banker within PNC's Retail organization, you will be based in Middletown, DE at the Middletown Branch....
- Louisville, KY (16 miles from Charlestown, IN)
- 1 day ago
- Louisville, KY (16 miles from Charlestown, IN)
- 1 day ago
Job Title: Personal Banker Overview: As a Personal Banker, you are the client's trusted advisor, helping with their banking needs through meaningful conversations and deep product knowledge to suggest...
- Louisville, KY (16 miles from Charlestown, IN)
- 8 days ago
- Louisville, KY (16 miles from Charlestown, IN)
- 8 days ago
As a Personal Banker aka Service Associate, your day will be filled with opportunities to complete face-to-face customer banking transactions, sell and cross-sell bank products and services, and provide...
- La Grange, KY (11 miles from Charlestown, IN)
- 11 days ago
- La Grange, KY (11 miles from Charlestown, IN)
- 11 days ago
Banker job family....
- Jeffersontown, KY (18 miles from Charlestown, IN)
- 12 days ago
- Jeffersontown, KY (18 miles from Charlestown, IN)
- 12 days ago
Banker job family....
Account Service Representative (Personal Banker)
- Louisville, KY (16 miles from Charlestown, IN)
- 13 days ago
- Louisville, KY (16 miles from Charlestown, IN)
- 13 days ago
Service Representative (Personal Banker) to assist with the daily retail operations and activities of the Blankenbaker Office, located at 721 Blankenbaker Pkwy, Louisville, KY....
- Louisville, KY (13 miles from Charlestown, IN)
- 14 days ago
- Louisville, KY (13 miles from Charlestown, IN)
- 14 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Personal Banker Associate I - Louisville (North Region)
- Louisville, KY (16 miles from Charlestown, IN)
- 25 days ago
- Louisville, KY (16 miles from Charlestown, IN)
- 25 days ago
Banker job family....
Financial Advisor - PNC Investments
- Louisville, KY (16 miles from Charlestown, IN)
- 30+ days ago
- Louisville, KY (16 miles from Charlestown, IN)
- 30+ days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Financial Advisor - PNC Investments
- Audubon Park, KY (19 miles from Charlestown, IN)
- 30+ days ago
- Audubon Park, KY (19 miles from Charlestown, IN)
- 30+ days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Float Personal Banker Associate I - Louisville, KY
- Louisville, KY (16 miles from Charlestown, IN)
- 30+ days ago
- Louisville, KY (16 miles from Charlestown, IN)
- 30+ days ago
Float Personal Banker Associate I - Louisville, KY LOCATION -- Louisville, Kentucky 40241 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and...
- Louisville, KY (16 miles from Charlestown, IN)
- 90+ days ago
- Louisville, KY (16 miles from Charlestown, IN)
- 90+ days ago
Banker job family....
- Louisville, KY (16 miles from Charlestown, IN)
- 90+ days ago
- Louisville, KY (16 miles from Charlestown, IN)
- 90+ days ago
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
Demographic Data for Charlestown, IN
Moving to Charlestown, IN? Find some basic demographic data about Charlestown, IN below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Charlestown, IN
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Charlestown, 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
- Mortgage Lending
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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