Personal Banker Jobs in Daleville, 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 (23 miles from Daleville, IN)
- 16 hours ago
- Fishers, IN (23 miles from Daleville, IN)
- 16 hours ago
The Personal Banker position is included in a workplace model that does not allow remote work....
Personal Banker (Travel) - Elwood
- Elwood, IN (19 miles from Daleville, IN)
- 2 days ago
- Elwood, IN (19 miles from Daleville, IN)
- 2 days ago
The Personal Banker position is included in a workplace model that does not allow remote work....
Roving Personal Banker-Reedy River District
- Anderson, IN (13 miles from Daleville, IN)
- 3 days ago
- Anderson, IN (13 miles from Daleville, IN)
- 3 days ago
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 (9 miles from Daleville, IN)
- 10 days ago
- Anderson, IN (9 miles from Daleville, IN)
- 10 days ago
As a(n) Personal Banker within PNC's Anderson Mounds Mall branch, you will be based in Anderson, IN....
- Muncie, IN (7 miles from Daleville, IN)
- 17 days ago
- Muncie, IN (7 miles from Daleville, 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...
- Anderson, IN (13 miles from Daleville, IN)
- 25 days ago
- Anderson, IN (13 miles from Daleville, IN)
- 25 days ago
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 (23 miles from Daleville, IN)
- 30+ days ago
- Fishers, IN (23 miles from Daleville, 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...
Personal Banker (Travel) - E. 146Th St.
- Noblesville, IN (23 miles from Daleville, IN)
- 45+ days ago
- Noblesville, IN (23 miles from Daleville, IN)
- 45+ days ago
The Personal Banker position is included in a workplace model that does not allow remote work....
- Muncie, IN (7 miles from Daleville, IN)
- 90+ days ago
- Muncie, IN (7 miles from Daleville, 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...
Demographic Data for Daleville, IN
Moving to Daleville, IN? Find some basic demographic data about Daleville, IN below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Daleville, IN
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Daleville, 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
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »