Personal Banker Jobs in Indianapolis, 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.
Thrivent Financial Advisor 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...
Private Client Banker - Carmel - Carmel, IN - Indy Northwest
- Carmel, IN (14 miles from Indianapolis, IN)
- 1 day ago
- Carmel, IN (14 miles from Indianapolis, IN)
- 1 day ago
Location: Carmel, US-IN Rate: Not Specified Type: Permanent Private Client Banker - Carmel - Carmel, IN - Indy Northwest You have a passion for taking care of our customers and employees and...
Private Client Banker - Indianapolis/Carmel Area - Indy Northwest
- Indianapolis, IN
- 1 day ago
- Indianapolis, IN
- 1 day ago
Location: Indianapolis, US-IN Rate: Not Specified Type: Permanent Private Client Banker - Indianapolis/Carmel Area - Indy Northwest You have a passion for taking care of our customers and...
Financial Advisor Trainee- Greenwood, IN
- Greenwood, IN (12 miles from Indianapolis, IN)
- 5 days ago
- Greenwood, IN (12 miles from Indianapolis, IN)
- 5 days ago
#LI-AC1 About Raymond James Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations...
Float Personal Banker Associate I - North Indy
- Indianapolis, IN
- 7 days ago
- Indianapolis, IN
- 7 days ago
Float Personal Banker Associate I - North Indy LOCATION -- Indianapolis, Indiana 46250 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure...
Personal Banker Associate II - Ft....
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote WorkMortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
- Carmel, IN (14 miles from Indianapolis, IN)
- 16 days ago
- Carmel, IN (14 miles from Indianapolis, IN)
- 16 days ago
As a Branch Personal Banker, you will strengthen customer relationships with a defined sales process....
- Carmel, IN (13 miles from Indianapolis, IN)
- 16 days ago
- Carmel, IN (13 miles from Indianapolis, IN)
- 16 days ago
As a Branch Personal Banker, you will strengthen customer relationships with a defined sales process....
Banking Consultant - RJ Bank (Multiple Territories)
- Indianapolis, IN
- 18 days ago
- Indianapolis, IN
- 18 days ago
Job Summary Under minimal direction, provides knowledge and consultation to Financial Advisors (FAs) and clients regarding all Private Client Banking (PCB) products which includes Cash Solutions,...
Financial Advisor - Crane Credit Union
- Plainfield, IN (17 miles from Indianapolis, IN)
- 21 days ago
- Plainfield, IN (17 miles from Indianapolis, IN)
- 21 days ago
Financial Advisor - Crane 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 clients....
Private Client Banker - Riverview Branch
- Noblesville, IN (22 miles from Indianapolis, IN)
- 23 days ago
- Noblesville, IN (22 miles from Indianapolis, IN)
- 23 days ago
Location: 480 Sheridan Road - Noblesville, Indiana 46060 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Private Client Banker - Center Grove - Greenwood, IN
- Greenwood, IN (12 miles from Indianapolis, IN)
- 28 days ago
- Greenwood, IN (12 miles from Indianapolis, IN)
- 28 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Financial Advisor - Indianapolis and surrounding area
- Indianapolis, IN
- 30+ days ago
- Indianapolis, 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...
Demographic Data for Indianapolis, IN
Moving to Indianapolis, IN? Find some basic demographic data about Indianapolis, IN below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Indianapolis, IN
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Indianapolis, 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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