Personal Banker Jobs in Columbia City, 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.
Financial Advisor Northeast Indiana Triangle
- Fort Wayne, IN (18 miles from Columbia City, IN)
- 1 day ago
- Fort Wayne, IN (18 miles from Columbia City, IN)
- 1 day 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...
- Huntington, IN (20 miles from Columbia City, IN)
- 2 days ago
- Huntington, IN (20 miles from Columbia City, IN)
- 2 days ago
in all aspects of retail banking in order to provide the best customer experience in every interaction....
- Fort Wayne, IN (18 miles from Columbia City, IN)
- 2 days ago
- Fort Wayne, IN (18 miles from Columbia City, IN)
- 2 days ago
Requirements QUALIFICATIONS: High school diploma, and/or 3-5 years of retail banking experience....
- North Manchester, IN (19 miles from Columbia City, IN)
- 22 days ago
- North Manchester, IN (19 miles from Columbia City, IN)
- 22 days ago
This job posting is anticipated to remain open for 30 days, from 03-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banker (Client Services Associate), FLOAT, Fort Wayne, IN
- Fort Wayne, IN (18 miles from Columbia City, IN)
- 22 days ago
- Fort Wayne, IN (18 miles from Columbia City, IN)
- 22 days ago
EXPERIENCE/SKILLS Four (4) or more years of retail banking experience preferred. Customer service and sales oriented. High degree of attention to detail....
Personal Banker II (Client Services Associate II), Dupont Oaks Banking Center, Fort Wayne, IN
- Fort Wayne, IN (18 miles from Columbia City, IN)
- 22 days ago
- Fort Wayne, IN (18 miles from Columbia City, IN)
- 22 days ago
EXPERIENCE/SKILLS Four (4) or more years of retail banking experience required. Cash handling experience required. Balancing vault and ATM experience required....
- Fort Wayne, IN (17 miles from Columbia City, IN)
- 29 days ago
- Fort Wayne, IN (17 miles from Columbia City, IN)
- 29 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Fort Wayne, IN (18 miles from Columbia City, IN)
- 30+ days ago
- Fort Wayne, IN (18 miles from Columbia City, IN)
- 30+ days ago
The Personal Banker position is included in a workplace model that does not allow remote work....
Financial Advisor - RIA Firm - Leo, IN
- Leo, IN (23 miles from Columbia City, IN)
- 30+ days ago
- Leo, IN (23 miles from Columbia City, IN)
- 30+ days ago
Financial Advisor Are you looking to expand your career and join a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing...
- Fort Wayne, IN (18 miles from Columbia City, IN)
- 30+ days ago
- Fort Wayne, IN (18 miles from Columbia City, IN)
- 30+ days ago
As a Personal Banker within PNC's retail organization, you will be based in Fort Wayne, IN at the Northrop-Coliseum branch....
Demographic Data for Columbia City, IN
Moving to Columbia City, IN? Find some basic demographic data about Columbia City, IN below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Columbia City, IN
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Columbia City, 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
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- 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
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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