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.
Banker job family....
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
- 17 hours ago
- Carmel, IN
- 17 hours 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
- 17 hours ago
- Indianapolis, IN
- 17 hours 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 Northeast Indiana Triangle
- Fort Wayne, IN
- 19 hours ago
- Fort Wayne, IN
- 19 hours 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...
The Personal Banker position is included in a workplace model that does not allow remote work....
The Personal Banker position is included in a workplace model that does not allow remote work....
in all aspects of retail banking in order to provide the best customer experience in every interaction....
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...
Requirements QUALIFICATIONS: High school diploma, and/or 3-5 years of retail banking experience....
Banker job family....
Minimum Requirements: High School Diploma or GED Previous financial advisory or wealth management work experience....
#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...
aspects of retail banking in order to provide the best customer experience in every interaction....
This job posting is anticipated to remain open for 30 days, from 18-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
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
- 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
- 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
- Interpersonal Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- 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 »