Personal Banker Jobs in Grand Rapids, 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.
As a Personal Banker [in a Universal Branch or in an In-store Branch], you will strengthen customer relationships with a defined sales process....
- Allendale, MI (13 miles from Grand Rapids, MI)
- 3 days ago
- Allendale, MI (13 miles from Grand Rapids, MI)
- 3 days ago
As a Personal Banker [in a Universal Branch or in an In-store Branch], you will strengthen customer relationships with a defined sales process....
Financial Advisor - Financial Firm - Grand Rapids, MI
- Grand Rapids, MI
- 3 days ago
- Grand Rapids, MI
- 3 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,...
Banker job family....
Banker job family....
Float Personal Banker I -West Shore Region (Grand Rapids Area) Full Time
- Holland, MI (24 miles from Grand Rapids, MI)
- 11 days ago
- Holland, MI (24 miles from Grand Rapids, MI)
- 11 days ago
#LI-AN1 Float Personal Banker I -West Shore Region (Grand Rapids Area) Full Time LOCATION -- Holland, Michigan 49424 Fifth Third Bank, National Association is proud to have an engaged and inclusive...
Financial Advisor - Grand Rapids, MI and Surrounding Area
- Grand Rapids, MI
- 30+ days ago
- Grand Rapids, MI
- 30+ 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...
- Hudsonville, MI (13 miles from Grand Rapids, MI)
- 30+ days ago
- Hudsonville, MI (13 miles from Grand Rapids, MI)
- 30+ days ago
Banker job family....
Financial Analyst, Engagement Financial Advisor Practice
- Grand Rapids, MI
- 90+ days ago
- Grand Rapids, MI
- 90+ 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...
Demographic Data for Grand Rapids, MI
Moving to Grand Rapids, MI? Find some basic demographic data about Grand Rapids, MI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Grand Rapids, MI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Grand Rapids, 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
- 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
- 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
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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