Personal Banker Jobs in Kansas City, 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.
Financial Advisor - Career Change Opportunity
- Kansas City, MO
- 18 hours ago
- Kansas City, MO
- 18 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 09-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker - Kansas City, KS (Northland)
- Kansas City, MO
- 7 hours ago
- Kansas City, MO
- 7 hours ago
Position: Personal Banker Department: Retail Location: Kansas City Northland Salary: FT Hourly Jump start your career at Equity Bank!...
- Leawood, KS (10 miles from Kansas City, MO)
- 17 hours ago
- Leawood, KS (10 miles from Kansas City, MO)
- 17 hours 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....
This job posting is anticipated to remain open for 30 days, from 09-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
- Kansas City, KS (1 mile from Kansas City, MO)
- 3 days ago
- Kansas City, KS (1 mile from Kansas City, MO)
- 3 days ago
Lead Financial Advisor Location: Kansas City (In-Office) Our client is a boutique financial services firm in Kansas City, known for providing personalized attention and tailored solutions to their...
- Leawood, KS (10 miles from Kansas City, MO)
- 4 days ago
- Leawood, KS (10 miles from Kansas City, MO)
- 4 days ago
Banker I or a Personal Banker II, depending on experience and education....
Client Relationship Manager - Retail Alternative Investments
- Kansas City, MO
- 5 days ago
- Kansas City, MO
- 5 days ago
Solid background in managing client relationships in a financial services or wealth management context....
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- Lenexa, KS (13 miles from Kansas City, MO)
- 7 days ago
- Lenexa, KS (13 miles from Kansas City, MO)
- 7 days ago
Role: Personal Bankers assist existing and potential bank customers with products and services....
- Grandview, MO (16 miles from Kansas City, MO)
- 8 days ago
- Grandview, MO (16 miles from Kansas City, MO)
- 8 days ago
As a(n) Personal Banker within PNC's Retail Branch organization, you will be based in Columbus, OH....
Personal Banker Bilingual Kansas Area
- Shawnee, KS (7 miles from Kansas City, MO)
- 8 days ago
- Shawnee, KS (7 miles from Kansas City, MO)
- 8 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....
This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors....
About Working at Commerce Building a career here is more than just steps on a ladder. Its about helping people find financial safety and success, helping businesses thrive, and making sure people...
Associate Bank Financial Advisor
- Leawood, KS (10 miles from Kansas City, MO)
- 10 days ago
- Leawood, KS (10 miles from Kansas City, MO)
- 10 days ago
About this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of...
- Smithville, MO (20 miles from Kansas City, MO)
- 10 days ago
- Smithville, MO (20 miles from Kansas City, MO)
- 10 days 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....
Demographic Data for Kansas City, MO
Moving to Kansas City, MO? Find some basic demographic data about Kansas City, MO below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Kansas City, MO
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Kansas City, MO 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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