Personal Banker Jobs in West Des Moines, 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.
- Des Moines, IA (12 miles from West Des Moines, IA)
- 1 hour ago
- Des Moines, IA (12 miles from West Des Moines, IA)
- 1 hour ago
Job Summary The Financial Analyst II role exists to oversee the ongoing review of new prices, price adjustment requests, and maintenance of all existing charge-related prices for the System. This...
- Clive, IA (9 miles from West Des Moines, IA)
- 14 hours ago
- Clive, IA (9 miles from West Des Moines, IA)
- 14 hours ago
Come be a part of something greater! Great Southern Bank is committed to following an environment where everyone can contribute and succeed at every level. We celebrate and value differences in...
- Johnston, IA (16 miles from West Des Moines, IA)
- 15 hours ago
- Johnston, IA (16 miles from West Des Moines, IA)
- 15 hours ago
A Personal Banker in Johnston is generally scheduled to work between the hours of 8:00 AM to 5:00 PM....
Private Client Banker - IA-SD Market - Ankeny, IA
- Ankeny, IA (20 miles from West Des Moines, IA)
- 1 day ago
- Ankeny, IA (20 miles from West Des Moines, IA)
- 1 day ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Financial Representative-IA
- Des Moines, IA (12 miles from West Des Moines, IA)
- 15 days ago
- Des Moines, IA (12 miles from West Des Moines, IA)
- 15 days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote WorkWe're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and...
Client Service Consultant, Employee Benefits
- Waukee, IA (9 miles from West Des Moines, IA)
- 45+ days ago
- Waukee, IA (9 miles from West Des Moines, IA)
- 45+ days ago
Client Service Consultant, Employee Benefits page is loaded Client Service Consultant, Employee Benefits locations Waukee Cedar Rapids time type Full time posted on Posted 4 Days Ago job...
Financial Advisor - Central Iowa/Des Moines/Ames/Fort Dodge
- Des Moines, IA (12 miles from West Des Moines, IA)
- 90+ days ago
- Des Moines, IA (12 miles from West Des Moines, IA)
- 90+ 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...
Demographic Data for West Des Moines, IA
Moving to West Des Moines, IA? Find some basic demographic data about West Des Moines, IA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in West Des Moines, IA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in West Des Moines, IA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- 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
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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