Personal Banker Jobs in Waterford, 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.
US Experienced Financial Advisor
- Warren, MI (23 miles from Waterford, MI)
- moments ago
- Warren, MI (23 miles from Waterford, MI)
- moments ago
We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business...
Private Client Financial Advisor - Owosso, MI
- Ferndale, MI (18 miles from Waterford, MI)
- 9 hours ago
- Ferndale, MI (18 miles from Waterford, MI)
- 9 hours ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Auburn Hills, MI (5 miles from Waterford, MI)
- 1 day ago
- Auburn Hills, MI (5 miles from Waterford, MI)
- 1 day ago
Banker job family....
- Southfield, MI (11 miles from Waterford, MI)
- 1 day ago
- Southfield, MI (11 miles from Waterford, MI)
- 1 day ago
#LI-KH1 Float Personal Banker I 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...
- Royal Oak, MI (17 miles from Waterford, MI)
- 2 days ago
- Royal Oak, MI (17 miles from Waterford, MI)
- 2 days ago
As a(n) Personal Banker within PNC's Royal Oak Lafayette Branch, you will be based in Royal Oak, MI....
Financial Advisor - PNC Investments
- Livonia, MI (19 miles from Waterford, MI)
- 3 days ago
- Livonia, MI (19 miles from Waterford, 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...
Financial Advisor - Retirement Plan Specialty
- Troy, MI (13 miles from Waterford, MI)
- 3 days ago
- Troy, MI (13 miles from Waterford, MI)
- 3 days ago
We are seeking a dynamic Retirement Plan Advisor to join our team. This role offers the opportunity to work with an established, high-value client base alongside a seasoned advisor, with the...
- Highland, MI (9 miles from Waterford, MI)
- 8 days ago
- Highland, MI (9 miles from Waterford, MI)
- 8 days ago
Banker job family....
Personal Banking Advisor - White Lake
- White Lake, MI (6 miles from Waterford, MI)
- 14 days ago
- White Lake, MI (6 miles from Waterford, MI)
- 14 days 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 (5 miles from Waterford, MI)
- 15 days ago
- Clarkston, MI (5 miles from Waterford, MI)
- 15 days ago
Banker job family....
- Livonia, MI (19 miles from Waterford, MI)
- 15 days ago
- Livonia, MI (19 miles from Waterford, MI)
- 15 days ago
As a Personal Banker within PNC's 8 Mile/Farmington branch, you will be based in Livonia, MI....
- Pontiac, MI (6 miles from Waterford, MI)
- 16 days ago
- Pontiac, MI (6 miles from Waterford, MI)
- 16 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...
Investment Executive (Financial Advisor) Armada, MI
- Utica, MI (20 miles from Waterford, MI)
- 30+ days ago
- Utica, MI (20 miles from Waterford, MI)
- 30+ 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 (8 miles from Waterford, MI)
- 30+ days ago
- Orion, MI (8 miles from Waterford, MI)
- 30+ days ago
Banker job family....
Float Personal Banker Associate
- Southfield, MI (11 miles from Waterford, MI)
- 30+ days ago
- Southfield, MI (11 miles from Waterford, 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...
Demographic Data for Waterford, MI
Moving to Waterford, MI? Find some basic demographic data about Waterford, MI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Waterford, MI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Waterford, 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
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- 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
- Retail
- Listening
- Business Development
- Math
- Customer Relations
- High School Diploma
- Written Communication
- Telephone Skills
- Reporting
- Policy Development
- Coaching
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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