Personal Banker Jobs in Michigan
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.
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients -...
As a Personal Banker [in a Universal Branch or in an In-store Branch], you will strengthen customer relationships with a defined sales process....
Banker job family....
Financial Advisor Financial Advisor Algonac, MI Job# 103310BR Job Overview Skills/Requirements Awards & Accolades About Us This job posting is anticipated to remain open for 30 days, from...
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....
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
We are growing and looking for Loan Officer/Member Service Specialist. Do you have experience with the following? Looking out for the Financial Wellness of members by thoroughly reviewing their...
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...
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Customer Relationship Manager - Mt. Clemens, MI or Green Bay, WI
- Mount Clemens, MI
- 8 days ago
- Mount Clemens, MI
- 8 days ago
POSITION SUMMARY: Responsible for leading the development and implementation of customer relationship management strategies for the Fielmann USA retail and ecommerce businesses. Utilize CRM...
Remote WorkPosition 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...
Demographic Data for Michigan
Moving to Michigan? Find some basic demographic data about Michigan below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Michigan
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Michigan 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
- 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
- Interpersonal Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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