Personal Banker Jobs in New Baltimore, 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.
- Detroit, MI (24 miles from New Baltimore, MI)
- 6 days ago
- Detroit, MI (24 miles from New Baltimore, MI)
- 6 days ago
As a Personal Banker within PNC's retail branch organization, you will be based in Detroit, Michigan at the 8 Mile/Woodward Branch....
- Troy, MI (19 miles from New Baltimore, MI)
- 9 days ago
- Troy, MI (19 miles from New Baltimore, MI)
- 9 days ago
Banker job family....
Investment Executive (Financial Advisor) Armada, MI
- Sterling Heights, MI (16 miles from New Baltimore, MI)
- 21 days ago
- Sterling Heights, MI (16 miles from New Baltimore, MI)
- 21 days ago
Investment Executive (Financial Advisor) Armada, MI Fifth Third Bank United States, Michigan, Sterling Heights Jun 07, 2025 Make banking a Fifth Third better We connect great people to great...
Personal Banker Associate I - FH
- Troy, MI (19 miles from New Baltimore, MI)
- 23 days ago
- Troy, MI (19 miles from New Baltimore, MI)
- 23 days ago
Banker job family....
Why you should work for us : Personal Bankers enjoy the ability to earn more than your base pay through our weekly incentive program....
- Troy, MI (19 miles from New Baltimore, MI)
- 27 days ago
- Troy, MI (19 miles from New Baltimore, MI)
- 27 days ago
As a Personal Banker within PNC's retail branch organization, you will be based in Troy, Michigan....
- Saint Clair, MI (17 miles from New Baltimore, MI)
- 28 days ago
- Saint Clair, MI (17 miles from New Baltimore, MI)
- 28 days ago
Banker job family....
Financial Advisor in Troy,MI,US
- Troy, MI (19 miles from New Baltimore, MI)
- 29 days ago
- Troy, MI (19 miles from New Baltimore, MI)
- 29 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...
Private Client Banker - Birmingham - Birmingham, MI
- Birmingham, MI (24 miles from New Baltimore, MI)
- 30+ days ago
- Birmingham, MI (24 miles from New Baltimore, 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...
- Clawson, MI (20 miles from New Baltimore, MI)
- 45+ days ago
- Clawson, MI (20 miles from New Baltimore, MI)
- 45+ days ago
Location: 330 W 14 Mile Road - Clawson, Michigan 48017 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
- Birmingham, MI (24 miles from New Baltimore, MI)
- 60+ days ago
- Birmingham, MI (24 miles from New Baltimore, MI)
- 60+ days ago
Requirements QUALIFICATIONS: High school diploma, and/or 3-5 years of retail banking experience....
Financial Advisor - PNC Investments
- Rochester Hills, MI (18 miles from New Baltimore, MI)
- 60+ days ago
- Rochester Hills, MI (18 miles from New Baltimore, MI)
- 60+ 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...
- Oakland, MI (18 miles from New Baltimore, MI)
- 60+ days ago
- Oakland, MI (18 miles from New Baltimore, MI)
- 60+ 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 - Macomb County, MI and Surrounding Areas
- Macomb, MI (6 miles from New Baltimore, MI)
- 90+ days ago
- Macomb, MI (6 miles from New Baltimore, MI)
- 90+ 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...
HFA Financial Advisor Senior - Branch
- Birmingham, MI (24 miles from New Baltimore, MI)
- 90+ days ago
- Birmingham, MI (24 miles from New Baltimore, MI)
- 90+ 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 WorkDemographic Data for New Baltimore, MI
Moving to New Baltimore, MI? Find some basic demographic data about New Baltimore, MI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in New Baltimore, MI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in New Baltimore, 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- 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 »