Personal Banker Jobs in Beverly Hills, MI
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.
Float Personal Banker I- Lakeside
- Shelby Township, MI (16 miles from Beverly Hills, MI)
- 5 hours ago
- Shelby Township, MI (16 miles from Beverly Hills, MI)
- 5 hours ago
Banker job family....
Private Client Financial Advisor - Rochester, NY
- Rochester, MI (15 miles from Beverly Hills, MI)
- 1 day ago
- Rochester, MI (15 miles from Beverly Hills, MI)
- 1 day ago
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough...
- Dearborn, MI (14 miles from Beverly Hills, MI)
- 1 day ago
- Dearborn, MI (14 miles from Beverly Hills, MI)
- 1 day ago
As a Personal Banker within PNC's retail branch organization, you will be based in Dearborn, MI at the Michigan Ave/Outer Dr branch....
Float Personal Banking Advisor - Troy
- Troy, MI (8 miles from Beverly Hills, MI)
- 1 day ago
- Troy, MI (8 miles from Beverly Hills, MI)
- 1 day ago
General Information: Primary Location: Troy Employee Status: Full-Time Workplace Type: Fully On-Site Who we are: At LMCU, you'll find more than just a job - discover a fulfilling career where your...
Float Personal Banker I- Lakeside
- Utica, MI (17 miles from Beverly Hills, MI)
- 2 days ago
- Utica, MI (17 miles from Beverly Hills, MI)
- 2 days ago
Banker job family....
- Taylor, MI (20 miles from Beverly Hills, MI)
- 4 days ago
- Taylor, MI (20 miles from Beverly Hills, MI)
- 4 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
- Commerce Township, MI (12 miles from Beverly Hills, MI)
- 4 days ago
- Commerce Township, MI (12 miles from Beverly Hills, MI)
- 4 days ago
Banker job family....
- West Bloomfield, MI (5 miles from Beverly Hills, MI)
- 7 days ago
- West Bloomfield, MI (5 miles from Beverly Hills, MI)
- 7 days ago
Banker job family....
Personal Banker Associate I- FH
- Southfield, MI (1 mile from Beverly Hills, MI)
- 7 days ago
- Southfield, MI (1 mile from Beverly Hills, MI)
- 7 days ago
Banker job family....
Private Client Banker- Detroit Metro West- Rochester, MI
- Rochester, MI (15 miles from Beverly Hills, MI)
- 9 days ago
- Rochester, MI (15 miles from Beverly Hills, MI)
- 9 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker Associate II- FH
- Shelby Township, MI (16 miles from Beverly Hills, MI)
- 12 days ago
- Shelby Township, MI (16 miles from Beverly Hills, MI)
- 12 days ago
Banker job family....
Financial Advisor - PNC Investments
- Rochester Hills, MI (15 miles from Beverly Hills, MI)
- 12 days ago
- Rochester Hills, MI (15 miles from Beverly Hills, MI)
- 12 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Financial Advisor - PNC Investments
- Rochester Hills, MI (10 miles from Beverly Hills, MI)
- 13 days ago
- Rochester Hills, MI (10 miles from Beverly Hills, MI)
- 13 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Part Time Float Personal Banking Advisor - Livonia
- Livonia, MI (11 miles from Beverly Hills, MI)
- 13 days ago
- Livonia, MI (11 miles from Beverly Hills, MI)
- 13 days ago
General Information: Primary Location: Livonia Employee Status: Part-Time Workplace Type: Fully On-Site % of Travel for the Position: More than 50% within assigned region Who we are: At LMCU,...
Personal Banker Associate II- FH
- Utica, MI (17 miles from Beverly Hills, MI)
- 14 days ago
- Utica, MI (17 miles from Beverly Hills, MI)
- 14 days ago
Banker job family....
Demographic Data for Beverly Hills, MI
Moving to Beverly Hills, MI? Find some basic demographic data about Beverly Hills, MI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Beverly Hills, MI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Beverly Hills, MI 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
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 »