Personal Banker Jobs in Iowa
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.
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....
Banker job family....
Our mission is to be a trusted workplace for team members to be their whole selves at work. A company that people love and positively impacts the lives of all whom we touch. be your best self At...
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
Job Overview** This job posting is anticipated to remain open for 30 days, from 10-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Position: Traveling Personal Banker (Pleasantville Location) Responsibilities: - Responsible for working at different Peoples Bank branches to help cover staff shortages and is paid for their extra...
banking experience preferred Bilingual in Spanish preferred Compensation and Benefits Overview: Starting pay for Personal Banker positions is $20/hour....
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
Come be a part of something greater! Great Southern Bank is committed to fostering an environment where everyone can contribute and succeed at every level. By embracing diversity, we celebrate and...
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...
Step into an instrumental role. Help conduct the smooth operation of a fast-pacedand friendlyfinancial planning office in Keokuk, Iowa. Work as an employee of an independent advisor franchisee...
. + Holistic Wealth Management: Deliver solutions across savings, investments, planning, and insurance to support clients wealth preservation and long-term goals. + Solution Identification: Recognize...
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...
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...
Roving Personal Banker Des Moines Northeast 3.6 3.6 out of 5 stars 1224 1ST AVE, Perry, IA 50220 Why Wells Fargo: Are you looking for more? Find it here....
Demographic Data for Iowa
Moving to Iowa? Find some basic demographic data about Iowa below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Iowa
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Iowa offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- 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
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Policy Development
- Regulations
- Problem Solving
- Sales
- 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 »