Personal Banker Jobs in Caledonia, 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.
- Hastings, MI (15 miles from Caledonia, MI)
- 1 day ago
- Hastings, MI (15 miles from Caledonia, MI)
- 1 day ago
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients -...
- Allegan, MI (23 miles from Caledonia, MI)
- 4 days ago
- Allegan, MI (23 miles from Caledonia, MI)
- 4 days ago
Banker job family....
Financial Advisor - PNC Investments
- Grand Rapids, MI (13 miles from Caledonia, MI)
- 5 days ago
- Grand Rapids, MI (13 miles from Caledonia, MI)
- 5 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
- Grand Rapids, MI (9 miles from Caledonia, MI)
- 5 days ago
- Grand Rapids, MI (9 miles from Caledonia, MI)
- 5 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...
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Part-time Personal Banker - Wyoming
- Wyoming, MI (13 miles from Caledonia, MI)
- 13 days ago
- Wyoming, MI (13 miles from Caledonia, MI)
- 13 days ago
Job Type Part-time Description Job Title: Personal Banker FLSA: Non-Exempt Function: Operations Reports To: Branch Manager Purpose: Service members financial needs and transaction requests as they relate...
Financial Analyst, Engagement Financial Advisor
- Grand Rapids, MI (13 miles from Caledonia, MI)
- 19 days ago
- Grand Rapids, MI (13 miles from Caledonia, MI)
- 19 days ago
Position Summary Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk...
US E EA - Consultant, Engagement Financial Advisor - Financial Planning & Analysis - EFA
- Grand Rapids, MI (13 miles from Caledonia, MI)
- 22 days ago
- Grand Rapids, MI (13 miles from Caledonia, MI)
- 22 days ago
Deloittes Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. As a...
- Grand Rapids, MI (13 miles from Caledonia, MI)
- 30+ days ago
- Grand Rapids, MI (13 miles from Caledonia, MI)
- 30+ days ago
Banker job family....
Float Personal Banker 1 Associate
- Grand Rapids, MI (13 miles from Caledonia, MI)
- 30+ days ago
- Grand Rapids, MI (13 miles from Caledonia, MI)
- 30+ days ago
#LI-AN1 Float Personal Banker 1 Associate LOCATION -- Comstock Park, Michigan 49321 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure...
Financial Advisor - Financial Firm - Grand Rapids, MI
- Grand Rapids, MI (13 miles from Caledonia, MI)
- 45+ days ago
- Grand Rapids, MI (13 miles from Caledonia, MI)
- 45+ days ago
Financial Advisor Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients,...
Financial Advisor - Grand Rapids, MI and Surrounding Area
- Grand Rapids, MI (13 miles from Caledonia, MI)
- 60+ days ago
- Grand Rapids, MI (13 miles from Caledonia, MI)
- 60+ days ago
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...
Demographic Data for Caledonia, MI
Moving to Caledonia, MI? Find some basic demographic data about Caledonia, MI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Caledonia, MI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Caledonia, MI 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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