Personal Banker Jobs in Clawson, 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.
Client Relationship Manager II
- Canton, MI (22 miles from Clawson, MI)
- moments ago
- Canton, MI (22 miles from Clawson, MI)
- moments ago
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Business Management Travel Percentage : 1 - 5% Job Description We are...
- Garden City, MI (17 miles from Clawson, MI)
- 1 hour ago
- Garden City, MI (17 miles from Clawson, MI)
- 1 hour ago
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal...
Financial Advisor - Genessee County, MI
- Auburn Hills, MI (10 miles from Clawson, MI)
- 7 days ago
- Auburn Hills, MI (10 miles from Clawson, MI)
- 7 days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Financial Advisor - Detroit, MI
- Auburn Hills, MI (10 miles from Clawson, MI)
- 7 days ago
- Auburn Hills, MI (10 miles from Clawson, MI)
- 7 days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
- Troy, MI (4 miles from Clawson, MI)
- 9 days ago
- Troy, MI (4 miles from Clawson, MI)
- 9 days ago
Client Relationship Manager About the Role: As a vital member of our team, the Client Relationship Manager plays a pivotal role in ensuring the seamless delivery of high-quality products and...
Financial Advisor - Southeast MI
- Detroit, MI (13 miles from Clawson, MI)
- 9 days ago
- Detroit, MI (13 miles from Clawson, MI)
- 9 days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Financial Advisor - Genessee County, MI
- Detroit, MI (13 miles from Clawson, MI)
- 9 days ago
- Detroit, MI (13 miles from Clawson, MI)
- 9 days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Customer Relationship Manager - Mt. Clemens, MI or Green Bay, WI
- Mount Clemens, MI (14 miles from Clawson, MI)
- 9 days ago
- Mount Clemens, MI (14 miles from Clawson, MI)
- 9 days ago
POSITION SUMMARY: Responsible for leading the development and implementation of customer relationship management strategies for the Fielmann USA retail and ecommerce businesses. Utilize CRM...
Remote WorkFinancial Advisor - PNC Investments
- Rochester Hills, MI (13 miles from Clawson, MI)
- 10 days ago
- Rochester Hills, MI (13 miles from Clawson, MI)
- 10 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
- Birmingham, MI (3 miles from Clawson, MI)
- 10 days ago
- Birmingham, MI (3 miles from Clawson, MI)
- 10 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...
- Chesterfield, MI (19 miles from Clawson, MI)
- 14 days ago
- Chesterfield, MI (19 miles from Clawson, MI)
- 14 days ago
Banker job family....
- Oakland, MI (13 miles from Clawson, MI)
- 17 days ago
- Oakland, MI (13 miles from Clawson, MI)
- 17 days ago
Job Summary The Personal Banker is the face of Oxford Bank and will act as the primary customer contact within each branch....
Private Client Banker- Orchard Lake and Maple- West Bloomfield, MI
- Bloomfield Township, MI (6 miles from Clawson, MI)
- 24 days ago
- Bloomfield Township, MI (6 miles from Clawson, MI)
- 24 days ago
Private Client Banker- Orchard Lake and Maple- West Bloomfield, MI West Bloomfield, MI, United States JOB INFORMATION Job Identification 210610165 Job Category Private Client Bankers Business Unit...
HFA Financial Advisor Senior Branch
- Farmington Hills, MI (13 miles from Clawson, MI)
- 27 days ago
- Farmington Hills, MI (13 miles from Clawson, MI)
- 27 days ago
Description Summary: The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become...
Remote WorkPrivate Client Banker- Orchard Lake and Maple- West Bloomfield, MI
- West Bloomfield, MI (11 miles from Clawson, MI)
- 30+ days ago
- West Bloomfield, MI (11 miles from Clawson, MI)
- 30+ 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...
Demographic Data for Clawson, MI
Moving to Clawson, MI? Find some basic demographic data about Clawson, MI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Clawson, MI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Clawson, MI 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
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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