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.
Process transactions such as deposits, withdrawals, and check cashing. Answer or resolve customer questions. Multitask between customer interactions and daily tasks....
Retail Personal Banker Associate I- Mount Pleasant, SC
- Mount Pleasant, IA
- 6 days ago
- Mount Pleasant, IA
- 6 days ago
Banker job family....
This job posting is anticipated to remain open for 30 days, from 20-Aug-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Private Client Banker - (New Build) - Waterloo Crossroads District Branch - Waterloo, IA.
- Waterloo, IA
- 10 days ago
- Waterloo, IA
- 10 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
Job Type Full-time Description Decorah Bank & Trust Leadership & Service to Others * Growth Mindset * Teamwork * Have Fun! We are seeking a motivated and detail-oriented full-time Associate...
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...
A Personal Banker in Johnston is generally scheduled to work between the hours of 8:00 AM to 5:00 PM....
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...
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
This job posting is anticipated to remain open for 30 days, from 05-Aug-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
COMPANY OVERVIEW Two Rivers Financial Group, Inc., through our wholly owned subsidiary of Two Rivers Bank & Trust offers financial solutions encompassing banking and wealth management services...
Provide life insurance and financial protection solutions to families and individuals Educate clients on policies that prevent financial disaster during times of loss Manage your own book of...
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 WorkLet'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...
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
- Outside Sales
- Personal Banker
- Consultative Sales
- Flexibility
- Retail Banking
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- 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
- Business Development
- Retail
- Math
- Customer Relations
- High School Diploma
- 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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