Personal Banker Jobs in Kansas
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.
As a Personal Banker, you will consult with new and existing clients to assess their needs and provide personalized solutions....
Minimum educational requirement includes a high school degree or equivalent with prior sales and customer service experience in a retail banking environment; a college degree is preferred....
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
Hours: Hours vary between 7:00am 6:00pm Monday-Friday; 9:00am-2:00pm Saturday and Sunday Role: Personal Bankers assist existing and potential bank customers with products and services....
Within the Learning Branch, our Learning Branch Personal Bankers not only function as the traditional Personal Banker, but their primary focus to provide on-site training, mentoring, modeling and support...
Personal Banker - College Main Branch Overland Park, KS
- Overland Park, KS
- 1 day ago
- Overland Park, KS
- 1 day ago
Compensation and Benefits Overview: Starting pay for Personal Banker positions is $20/hour....
Central National Bank is adding a Personal Banker to our team. No banking experience required! You read that right....
Banker I or a Personal Banker II, depending on experience and education....
Credit Union Financial Advisor - Merrimack Valley Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services...
This job posting is anticipated to remain open for 30 days, from 27-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Banker I or a Personal Banker II, depending on experience and education....
Senior Financial Advisor & Planner - Wealth Management/Personal Strategy
- Overland Park, KS
- 6 days ago
- Overland Park, KS
- 6 days ago
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid...
Senior Financial Advisor & Planner - WM Premier/Brokerage
- Overland Park, KS
- 6 days ago
- Overland Park, KS
- 6 days ago
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid...
Patient Financial Advisor (M-F 8:30A-5P)Days - Full TimeBell Hospital Position Summary / Career Interest: The Patient Financial Advisor is responsible for providing financial assistance to all...
Personal Bankers are the key ambassadors of the Commerce Bank brand....
Demographic Data for Kansas
Moving to Kansas? Find some basic demographic data about Kansas below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Kansas
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Kansas 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
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- 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
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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