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.
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Financial Advisor - Career Change Opportunity. Job in Olathe Gr8Jobs
- Olathe, KS
- 16 hours ago
- Olathe, KS
- 16 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 03-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
As a Personal Banker at FNBO, you'll have the opportunity to do that every day by getting to know your customers and supporting them on their financial journeys....
.A Keating and Associates, Inc. Financial AdvisorA Job Summary We are seeking an engaging and qualified individual to join our team as a salaried Financial Advisor. This role involves servicing a...
Lead Patient Financial Advisor - Home Infusion (Remote with some onsite commitment)
- Lenexa, KS
- 2 days ago
- Lenexa, KS
- 2 days ago
Lead Patient Financial Advisor - Home Infusion (Remote with some onsite commitment)Southlake Campus Position Summary / Career Interest: The Patient Financial Advisor Lead is responsible assists...
Remote WorkPatient Financial Advisor - Home Infusion (Remote with onsite commitment)
- Lenexa, KS
- 2 days ago
- Lenexa, KS
- 2 days ago
Patient Financial Advisor - Home Infusion (Remote with onsite commitment)Southlake Campus Position Summary / Career Interest: The Patient Financial Advisor is responsible for providing financial...
Remote WorkPatient Financial Advisor LeadWestwood Administration - East Position Summary / Career Interest: The Patient Financial Advisor Lead is responsible assists team members on workflow and performance...
Banker I or a Personal Banker II, depending on experience and education....
As a Personal Banker you will consult with new and existing clients to assess their needs and provide personalized solutions....
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
Private Client Banker - Naismith and W 23rd Branch - Lawrence, KS
- Lawrence, KS
- 3 days ago
- Lawrence, KS
- 3 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKF's clients....
Central National Bank is adding a Personal Banker to our team. No banking experience required! You read that right....
Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKFs clients....
Position: Personal Banker Department: Retail Location: Garden City, KS Salary: FT Hourly Jump start your career at Equity Bank!...
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
- 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
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Interpersonal Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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