Personal Banker Jobs in Independence, 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.
- Kansas City, MO (10 miles from Independence, MO)
- 7 hours ago
- Kansas City, MO (10 miles from Independence, MO)
- 7 hours ago
As part of a team, Personal Bankers will play a vital role in living our commitment to the highest ethical standards and maintain the values trusted by our customers and communities....
Private Client Banker - Fairway Branch - Fairway, KS
- Fairway, KS (13 miles from Independence, MO)
- 15 hours ago
- Fairway, KS (13 miles from Independence, MO)
- 15 hours ago
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Learning Branch Personal Banker
- Liberty, MO (10 miles from Independence, MO)
- 1 day ago
- Liberty, MO (10 miles from Independence, MO)
- 1 day ago
Within the Learning Branch, our Learning Branch Personal Bankers not only function as the traditional Personal Banker, but their primary focus to provide on-site training, mentoring, modeling and support...
Private Client Banker - State Line Branch - Kansas City, MO
- Kansas City, MO (10 miles from Independence, MO)
- 2 days ago
- Kansas City, MO (10 miles from Independence, MO)
- 2 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Belton, MO (24 miles from Independence, MO)
- 2 days ago
- Belton, MO (24 miles from Independence, MO)
- 2 days ago
Banker I or a Personal Banker II, depending on experience and education....
- Lees Summit, MO (14 miles from Independence, MO)
- 4 days ago
- Lees Summit, MO (14 miles from Independence, MO)
- 4 days ago
Understands the consumer lending process as it relates to cross-sell opportunities, loan products and interest rates....
- Kansas City, MO (10 miles from Independence, MO)
- 6 days ago
- Kansas City, MO (10 miles from Independence, MO)
- 6 days ago
Position Title Patient Financial Advisor Westwood Medical Pavilion - West Position Summary / Career Interest: The Patient Financial Advisor is responsible for providing financial assistance to all...
- Westwood, KS (13 miles from Independence, MO)
- 7 days ago
- Westwood, KS (13 miles from Independence, MO)
- 7 days ago
Patient Financial AdvisorWestwood Medical Pavilion - West Position Summary / Career Interest: The Patient Financial Advisor is responsible for providing financial assistance to all patients and...
Private Client Banker - (New Build) - Johnson Drive Branch - Mission, KS
- Mission, KS (14 miles from Independence, MO)
- 7 days ago
- Mission, KS (14 miles from Independence, MO)
- 7 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker -Blue Springs South
- Blue Springs, MO (10 miles from Independence, MO)
- 11 days ago
- Blue Springs, MO (10 miles from Independence, MO)
- 11 days ago
Summary The Personal Banker position involves cultivating meaningful member connections through an engaging and consultative approach....
Part-Time Personal Banker I (20-30 hours per week)
- Independence, MO
- 15 days ago
- Independence, MO
- 15 days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
Personal Financial Representative-MO
- Kansas City, MO (10 miles from Independence, MO)
- 15 days ago
- Kansas City, MO (10 miles from Independence, MO)
- 15 days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote Work- Kansas City, MO (10 miles from Independence, MO)
- 16 days ago
- Kansas City, MO (10 miles from Independence, MO)
- 16 days ago
Req ID: 76810 Location: Kansas City -KSCY Areas of Interest: Consumer Banking; Consumer Banker; Consumer Lending Pay Transparency Salary Range: Not Available Application Deadline: 08/17/2025 BOK Financial...
- Fairway, KS (13 miles from Independence, MO)
- 20 days ago
- Fairway, KS (13 miles from Independence, MO)
- 20 days ago
As a Personal Banker at FNBO, youll have the opportunity to do that every day by getting to know your customers and supporting them on their financial journeys....
Personal Banker - South Plaza Branch
- Kansas City, MO (10 miles from Independence, MO)
- 21 days ago
- Kansas City, MO (10 miles from Independence, MO)
- 21 days ago
Summary The Personal Banker position involves cultivating meaningful member connections through an engaging and consultative approach....
Demographic Data for Independence, MO
Moving to Independence, MO? Find some basic demographic data about Independence, MO below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Independence, MO
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Independence, MO offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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