Personal Banker Jobs in Indiana
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.
Job Overview This job posting is anticipated to remain open for 30 days, from 31-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model....
- Westville, IN
- 2 days ago
- Westville, IN
- 2 days ago
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self-motivated and dynamic individuals who...
Love Your Mondays again! Join the Future of Connectivity with Metronet and Vexus! Are you ready to launch your career with one of the nation’s fastest-growing fiber-optic powerhouses? Welcome to...
Remote WorkWe're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model....
Private Client Banker - Mooresville - Mooresville, IN - Indy Southwest
- Mooresville, IN
- 4 days ago
- Mooresville, IN
- 4 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...
As a Personal Banker within PNC's Retail Banking Organization, you will be based in Indianapolis, IN at the Glendale branch....
Job Title: Personal Banker Overview: As a Personal Banker, you are the client's trusted advisor, helping with their banking needs through meaningful conversations and deep product knowledge to suggest...
The Personal Banker position is included in a workplace model that does not allow remote work....
Job Type Full-time Description Personal Banker Float DEPARTMENT: Retail CLASSIFICATION: Non-Exempt REPORTS TO: Regional Branch Manager SUPERVISES: None Position Summary: The Personal Banker Float is...
As a Personal Banker within PNC's retail branch organization, you will be based in Anderson, Indiana at the Anderson North Branch....
Personal Banker Associate II - Terre Haute, IN
- Terre Haute, IN
- 7 days ago
- Terre Haute, IN
- 7 days ago
Banker job family....
Personal Banker Associate I - Bell Oaks (Newburgh, IN)
- Newburgh, IN
- 7 days ago
- Newburgh, IN
- 7 days ago
Banker job family....
This job posting is anticipated to remain open for 30 days, from 28-Jul-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), Bristol Street Banking Center, Elkhart, IN
- Elkhart, IN
- 10 days ago
- Elkhart, IN
- 10 days ago
ESSENTIAL REQUIREMENTS Processes banking center transactions, safety deposit, cash machine and vault balancing activities, following bank policies and procedures....
Demographic Data for Indiana
Moving to Indiana? Find some basic demographic data about Indiana below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Indiana
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Indiana offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- 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
- Inbound/Outbound Calling
- Closing
- Relationship Management
- Retail
- Math
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Coaching
- Reporting
- Interpersonal Skills
- Policy Development
- Problem Solving
- Regulations
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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