Personal Banker Jobs in Tipton, 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.
- Sheridan, IN (14 miles from Tipton, IN)
- 1 hour ago
- Sheridan, IN (14 miles from Tipton, IN)
- 1 hour ago
in all aspects of retail banking in order to provide the best customer experience in every interaction....
Private Client Banker - Carmel - Carmel, IN - Indy Northwest
- Carmel, IN (22 miles from Tipton, IN)
- 1 day ago
- Carmel, IN (22 miles from Tipton, 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...
Personal Banker - E 53Rd Street
- Anderson, IN (19 miles from Tipton, IN)
- 14 days ago
- Anderson, IN (19 miles from Tipton, IN)
- 14 days ago
The Personal Banker position is included in a workplace model that does not allow remote work....
- Carmel, IN (22 miles from Tipton, IN)
- 17 days ago
- Carmel, IN (22 miles from Tipton, IN)
- 17 days ago
As a Branch Personal Banker, you will strengthen customer relationships with a defined sales process....
- Carmel, IN (21 miles from Tipton, IN)
- 17 days ago
- Carmel, IN (21 miles from Tipton, IN)
- 17 days ago
As a Branch Personal Banker, you will strengthen customer relationships with a defined sales process....
Private Client Banker - Riverview Branch
- Noblesville, IN (15 miles from Tipton, IN)
- 24 days ago
- Noblesville, IN (15 miles from Tipton, IN)
- 24 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...
Financial Advisor - Carmel and surrounding area
- Carmel, IN (22 miles from Tipton, IN)
- 30+ days ago
- Carmel, IN (22 miles from Tipton, 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...
Private Client Banker - Indianapolis/Carmel Area - Indy Northwest
- Carmel, IN (22 miles from Tipton, IN)
- 60+ days ago
- Carmel, IN (22 miles from Tipton, IN)
- 60+ days ago
JobID: 210599612 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-02-18T18:26:41+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
Licensed Private Client Banker- Whitestown
- Whitestown, IN (23 miles from Tipton, IN)
- 60+ days ago
- Whitestown, IN (23 miles from Tipton, IN)
- 60+ days ago
Location: 131 Oriskany Blvd - Whitestown, New York 13492 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 - Indianapolis/ Carmel Areas - Indy Northwest
- Carmel, IN (22 miles from Tipton, IN)
- 60+ days ago
- Carmel, IN (22 miles from Tipton, IN)
- 60+ days ago
JobID: 210594803 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-02-03T15:39:29+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
Demographic Data for Tipton, IN
Moving to Tipton, IN? Find some basic demographic data about Tipton, IN below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Tipton, IN
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Tipton, 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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