Personal Banker Jobs in Metamora, 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.
- Waterford Township, MI (18 miles from Metamora, MI)
- 3 hours ago
- Waterford Township, MI (18 miles from Metamora, MI)
- 3 hours ago
As a Personal Banker within PNC's retail branch organization, you will be based in Waterford, Michigan....
Investment Executive (Financial Advisor) Armada, MI
- Utica, MI (24 miles from Metamora, MI)
- 3 days ago
- Utica, MI (24 miles from Metamora, MI)
- 3 days ago
Investment Executive (Financial Advisor) Armada, MI Fifth Third Bank United States, Michigan, Utica Jun 07, 2025 Make banking a Fifth Third better We connect great people to great opportunities....
Personal Banker Associate I - FH
- Orion, MI (15 miles from Metamora, MI)
- 3 days ago
- Orion, MI (15 miles from Metamora, MI)
- 3 days ago
Banker job family....
Financial Advisor - PNC Investments
- Lapeer, MI (7 miles from Metamora, MI)
- 3 days ago
- Lapeer, MI (7 miles from Metamora, MI)
- 3 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...
Personal Banker Associate I - FH
- Troy, MI (24 miles from Metamora, MI)
- 4 days ago
- Troy, MI (24 miles from Metamora, MI)
- 4 days ago
Banker job family....
- Troy, MI (24 miles from Metamora, MI)
- 8 days ago
- Troy, MI (24 miles from Metamora, MI)
- 8 days ago
Requirements QUALIFICATIONS: High school diploma, and/or 3-5 years of retail banking experience....
- Dryden, MI (7 miles from Metamora, MI)
- 10 days ago
- Dryden, MI (7 miles from Metamora, MI)
- 10 days ago
Job Summary The Personal Banker is the face of Oxford Bank and will act as the primary customer contact within each branch....
Financial Advisor in Troy,MI,US
- Troy, MI (24 miles from Metamora, MI)
- 11 days ago
- Troy, MI (24 miles from Metamora, MI)
- 11 days ago
Are you an experienced Financial Advisor with an existing book of business looking for more freedom, support, and potential? The company offers uncapped earning potential, full ownership of your...
Financial Advisor - PNC Investments
- Clarkston, MI (16 miles from Metamora, MI)
- 30+ days ago
- Clarkston, MI (16 miles from Metamora, MI)
- 30+ 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...
- Troy, MI (24 miles from Metamora, MI)
- 45+ days ago
- Troy, MI (24 miles from Metamora, MI)
- 45+ 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...
Retirement Planner/Financial Advisor
- Troy, MI (24 miles from Metamora, MI)
- 90+ days ago
- Troy, MI (24 miles from Metamora, MI)
- 90+ days ago
Golden Reserve is looking for an experienced financial retirement planner. We know the challenges you face to make it in the financial industry. Particularly, if you dont inherit a book of...
- Clarkston, MI (16 miles from Metamora, MI)
- 90+ days ago
- Clarkston, MI (16 miles from Metamora, MI)
- 90+ days ago
Banker job family....
Demographic Data for Metamora, MI
Moving to Metamora, MI? Find some basic demographic data about Metamora, MI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Metamora, MI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Metamora, 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
- Certified Financial Planner
- Check Cashing
- 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
- Listening
- Retail
- High School Diploma
- Business Development
- Investigation
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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