Personal Banker Jobs in Belton, MO
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.
- Grandview, MO (6 miles from Belton, MO)
- 1 hour ago
- Grandview, MO (6 miles from Belton, MO)
- 1 hour ago
Banker I or a Personal Banker II, depending on experience and education....
- Overland Park, KS (6 miles from Belton, MO)
- 1 day ago
- Overland Park, KS (6 miles from Belton, MO)
- 1 day ago
Company Description Synergy Wealth Solutions is a financial firm built on the idea that the combined efforts of the team are greater than the sum of each individual part. With a commitment to...
- Overland Park, KS (6 miles from Belton, MO)
- 1 day ago
- Overland Park, KS (6 miles from Belton, MO)
- 1 day ago
Are you ready to take your career to the next level? At AFE Private Wealth, we're not just growing; we're scaling at 10x speed. And we need you to be part of this exciting experience - our people...
- Overland Park, KS (6 miles from Belton, MO)
- 1 day ago
- Overland Park, KS (6 miles from Belton, MO)
- 1 day ago
Role Description This is a full-time on-site role for a Junior Advisor to the Managing Partner at Metcalf Partners Wealth Management....
- Leawood, KS (12 miles from Belton, MO)
- 2 days ago
- Leawood, KS (12 miles from Belton, MO)
- 2 days ago
Our advisors have access to a wide range of planning strategies, including: Wealth management and retirement planning Life and disability insurance solutions Real estate and alternative investments...
220 Personal Bankers - Branch Manager 1
- Mission, KS (17 miles from Belton, MO)
- 3 days ago
- Mission, KS (17 miles from Belton, MO)
- 3 days ago
KNOWLEDGE, SKILLS & ABILITIES REQUIRED: 3 years minimum experience in retail banking management and must possess leadership, coaching, developing, skills for a team in banking or retail banking industry...
Financial Advisor - RIA Firm - Overland Park, KS
- Overland Park, KS (6 miles from Belton, MO)
- 4 days ago
- Overland Park, KS (6 miles from Belton, MO)
- 4 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,...
Financial Advisor - Kansas City
- Overland Park, KS (6 miles from Belton, MO)
- 4 days ago
- Overland Park, KS (6 miles from Belton, MO)
- 4 days ago
Thrivent Financial Advisor 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...
Lead Patient Financial Advisor - Infusion Services (Remote w/ some onsite commitments)
- Lenexa, KS (12 miles from Belton, MO)
- 5 days ago
- Lenexa, KS (12 miles from Belton, MO)
- 5 days ago
Position Title Lead Patient Financial Advisor - Infusion Services (Remote w/ some onsite commitments) Southlake Campus Position Summary / Career Interest: The Patient Financial Advisor Lead is...
Remote WorkPatient Financial Advisor - Infusion Services (Remote w/ some onsite commitments)
- Lenexa, KS (12 miles from Belton, MO)
- 5 days ago
- Lenexa, KS (12 miles from Belton, MO)
- 5 days ago
Position Title Patient Financial Advisor - Infusion Services (Remote w/ some onsite commitments) Southlake Campus Position Summary / Career Interest: The Patient Financial Advisor is responsible...
Remote Work220 Personal Bankers - Universal Banker 1
- Shawnee, KS (17 miles from Belton, MO)
- 5 days ago
- Shawnee, KS (17 miles from Belton, MO)
- 5 days ago
As Substitute Personal Banker assists clients and branch personnel, by opening and processing various types of accounts....
- Leawood, KS (12 miles from Belton, MO)
- 5 days ago
- Leawood, KS (12 miles from Belton, MO)
- 5 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Financial Advisor - Career Change Opportunity. Job in Olathe Gr8Jobs
- Olathe, KS (16 miles from Belton, MO)
- 5 days ago
- Olathe, KS (16 miles from Belton, MO)
- 5 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 03-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Fairway, KS (17 miles from Belton, MO)
- 5 days ago
- Fairway, KS (17 miles from Belton, MO)
- 5 days ago
As a Personal Banker at FNBO, you'll have the opportunity to do that every day by getting to know your customers and supporting them on their financial journeys....
Lead Patient Financial Advisor - Home Infusion (Remote with some onsite commitment)
- Lenexa, KS (12 miles from Belton, MO)
- 7 days ago
- Lenexa, KS (12 miles from Belton, MO)
- 7 days ago
Lead Patient Financial Advisor - Home Infusion (Remote with some onsite commitment)Southlake Campus Position Summary / Career Interest: The Patient Financial Advisor Lead is responsible assists...
Remote WorkDemographic Data for Belton, MO
Moving to Belton, MO? Find some basic demographic data about Belton, MO below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Belton, MO
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Belton, MO 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
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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