Personal Banker Jobs in Adel, IA
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.
Business Banking Consultant Senior - Vice President
- Des Moines, IA (22 miles from Adel, IA)
- 2 days ago
- Des Moines, IA (22 miles from Adel, IA)
- 2 days ago
Build collaborative relationships with partners across Chase, including Branches, Home Lending, Chase Wealth Management, and Merchant and Card Services, to provide our clients the best solutions for...
- Waukee, IA (9 miles from Adel, IA)
- 4 days ago
- Waukee, IA (9 miles from Adel, IA)
- 4 days ago
Client Service Consultant, PC page is loaded Client Service Consultant, PC locations Waukee time type Full time posted on Posted 2 Days Ago job requisition id R0000337 Job Description: We are...
- West Des Moines, IA (17 miles from Adel, IA)
- 8 days ago
- West Des Moines, IA (17 miles from Adel, IA)
- 8 days ago
This job posting is anticipated to remain open for 30 days, from 29-Apr-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
- Des Moines, IA (22 miles from Adel, IA)
- 10 days ago
- Des Moines, IA (22 miles from Adel, IA)
- 10 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...
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Financial Advisor - Central Iowa/Des Moines/Ames/Fort Dodge
- Des Moines, IA (22 miles from Adel, IA)
- 45+ days ago
- Des Moines, IA (22 miles from Adel, IA)
- 45+ 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...
Financial Advisor - West Des Moines, IA
- West Des Moines, IA (17 miles from Adel, IA)
- 45+ days ago
- West Des Moines, IA (17 miles from Adel, IA)
- 45+ days ago
Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance...
Demographic Data for Adel, IA
Moving to Adel, IA? Find some basic demographic data about Adel, IA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Adel, IA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Adel, IA 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
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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