Personal Banker Jobs in Westfield, 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 (Travel) - E. 56Th St.
- Indianapolis, IN (18 miles from Westfield, IN)
- 1 day ago
- Indianapolis, IN (18 miles from Westfield, IN)
- 1 day ago
The Personal Banker position is included in a workplace model that does not allow remote work....
- Brownsburg, IN (16 miles from Westfield, IN)
- 3 days ago
- Brownsburg, IN (16 miles from Westfield, IN)
- 3 days ago
Location: 757 North Green Street - Brownsburg, Indiana 46112 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
- Noblesville, IN (11 miles from Westfield, IN)
- 5 days ago
- Noblesville, IN (11 miles from Westfield, IN)
- 5 days ago
As a Personal Banker within PNC's Retail Banking Organization, you will be based in Prairie Lakes....
Personal Banker - S. Anderson St.
- Elwood, IN (24 miles from Westfield, IN)
- 8 days ago
- Elwood, IN (24 miles from Westfield, IN)
- 8 days ago
The Personal Banker position is included in a workplace model that does not allow remote work....
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HFA Financial Advisor - Branch
- Indianapolis, IN (18 miles from Westfield, IN)
- 10 days ago
- Indianapolis, IN (18 miles from Westfield, IN)
- 10 days ago
Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice! The Huntington Financial Advisors...
Remote WorkRetail Personal Banker Associate I - Speedway
- Indianapolis, IN (17 miles from Westfield, IN)
- 11 days ago
- Indianapolis, IN (17 miles from Westfield, IN)
- 11 days ago
Banker job family....
- Lebanon, IN (15 miles from Westfield, IN)
- 12 days ago
- Lebanon, IN (15 miles from Westfield, IN)
- 12 days ago
Location: 127 W Main - Lebanon, Indiana 46052 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker...
- Indianapolis, IN (18 miles from Westfield, IN)
- 14 days ago
- Indianapolis, IN (18 miles from Westfield, IN)
- 14 days ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
- Sheridan, IN (7 miles from Westfield, IN)
- 15 days ago
- Sheridan, IN (7 miles from Westfield, IN)
- 15 days 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 (4 miles from Westfield, IN)
- 17 days ago
- Carmel, IN (4 miles from Westfield, IN)
- 17 days 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 (18 miles from Westfield, IN)
- 17 days ago
- Indianapolis, IN (18 miles from Westfield, IN)
- 17 days 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...
Float Personal Banker Associate I - North Indy
- Indianapolis, IN (18 miles from Westfield, IN)
- 23 days ago
- Indianapolis, IN (18 miles from Westfield, IN)
- 23 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. Harrison
- Indianapolis, IN (18 miles from Westfield, IN)
- 23 days ago
- Indianapolis, IN (18 miles from Westfield, IN)
- 23 days ago
Personal Banker Associate II - Ft....
Personal Banker - E 53Rd Street
- Anderson, IN (21 miles from Westfield, IN)
- 29 days ago
- Anderson, IN (21 miles from Westfield, IN)
- 29 days ago
The Personal Banker position is included in a workplace model that does not allow remote work....
Banking Consultant - RJ Bank (Multiple Territories)
- Indianapolis, IN (18 miles from Westfield, IN)
- 30+ days ago
- Indianapolis, IN (18 miles from Westfield, IN)
- 30+ 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,...
Demographic Data for Westfield, IN
Moving to Westfield, IN? Find some basic demographic data about Westfield, IN below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Westfield, IN
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Westfield, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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