Personal Banker Jobs in Ortonville, 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.
Personal Banking Advisor - White Lake
- White Lake, MI (14 miles from Ortonville, MI)
- 1 day ago
- White Lake, MI (14 miles from Ortonville, MI)
- 1 day ago
General Information: Primary Location: White Lake Employee Status: Full-Time Workplace Type: Fully On-Site Who we are: At LMCU, you'll find more than just a job - discover a fulfilling career...
Personal Banker Associate I- FH
- Clarkston, MI (8 miles from Ortonville, MI)
- 2 days ago
- Clarkston, MI (8 miles from Ortonville, MI)
- 2 days ago
Banker job family....
- Pontiac, MI (13 miles from Ortonville, MI)
- 3 days ago
- Pontiac, MI (13 miles from Ortonville, MI)
- 3 days ago
At United Wholesale Mortgage, success has no limit especially among our Account Executives. This hardworking team is one of the biggest forces behind our businesss achievements, working diligently...
- Southfield, MI (24 miles from Ortonville, MI)
- 8 days ago
- Southfield, MI (24 miles from Ortonville, MI)
- 8 days ago
Banker job family....
- Troy, MI (21 miles from Ortonville, MI)
- 11 days ago
- Troy, MI (21 miles from Ortonville, MI)
- 11 days ago
Banker job family....
- Romeo, MI (19 miles from Ortonville, MI)
- 12 days ago
- Romeo, MI (19 miles from Ortonville, MI)
- 12 days ago
As a Personal Banker within PNC's retail branch organization, you will be based in Romeo, Michigan....
- Clarkston, MI (8 miles from Ortonville, MI)
- 17 days ago
- Clarkston, MI (8 miles from Ortonville, 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....
- Wixom, MI (23 miles from Ortonville, MI)
- 18 days ago
- Wixom, MI (23 miles from Ortonville, MI)
- 18 days ago
As a Personal Banker within PNC's Wixom Branch, you will be based in Wixom, MI....
Investment Executive (Financial Advisor) Armada, MI
- Utica, MI (24 miles from Ortonville, MI)
- 23 days ago
- Utica, MI (24 miles from Ortonville, MI)
- 23 days ago
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION:...
Personal Banker Associate I - FH
- Orion, MI (11 miles from Ortonville, MI)
- 23 days ago
- Orion, MI (11 miles from Ortonville, MI)
- 23 days ago
Banker job family....
Float Personal Banker Associate
- Southfield, MI (24 miles from Ortonville, MI)
- 30+ days ago
- Southfield, MI (24 miles from Ortonville, MI)
- 30+ days ago
Float Personal Banker Associate LOCATION -- Southfield, Michigan 48034 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment...
Financial Advisor in Troy,MI,US
- Troy, MI (21 miles from Ortonville, MI)
- 30+ days ago
- Troy, MI (21 miles from Ortonville, MI)
- 30+ 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 (23 miles from Ortonville, MI)
- 30+ days ago
- Birmingham, MI (23 miles from Ortonville, 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...
- Novi, MI (23 miles from Ortonville, MI)
- 30+ days ago
- Novi, MI (23 miles from Ortonville, MI)
- 30+ days ago
Banker job family....
- Birmingham, MI (23 miles from Ortonville, MI)
- 60+ days ago
- Birmingham, MI (23 miles from Ortonville, MI)
- 60+ days ago
Requirements QUALIFICATIONS: High school diploma, and/or 3-5 years of retail banking experience....
Demographic Data for Ortonville, MI
Moving to Ortonville, MI? Find some basic demographic data about Ortonville, MI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Ortonville, MI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Ortonville, 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
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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