Personal Banker Jobs in O Fallon, 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.
- Saint Charles, MO (13 miles from O Fallon, MO)
- 3 days ago
- Saint Charles, MO (13 miles from O Fallon, MO)
- 3 days ago
This job posting is anticipated to remain open for 30 days, from 07-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Financial Advisor & Planner - Brokerage/Premier Accounts
- Ballwin, MO (18 miles from O Fallon, MO)
- 7 days ago
- Ballwin, MO (18 miles from O Fallon, MO)
- 7 days ago
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid...
This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
- Bridgeton, MO (16 miles from O Fallon, MO)
- 9 days ago
- Bridgeton, MO (16 miles from O Fallon, MO)
- 9 days ago
As a Personal Banker within PNC's retail branch organization, you will be based in Bridgeton, Missouri at our Bridgton Branch....
Personal Banker - North County
- Saint Ann, MO (19 miles from O Fallon, MO)
- 14 days ago
- Saint Ann, MO (19 miles from O Fallon, MO)
- 14 days ago
In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other lines of business within Commerce....
banking experience including deposit, loan, and account opening experience, may be considered for the position of a Personal Banker II....
Personal Banker - South/Metro East
- Kirkwood, MO (24 miles from O Fallon, MO)
- 22 days ago
- Kirkwood, MO (24 miles from O Fallon, MO)
- 22 days ago
In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other lines of business within Commerce....
- Chesterfield, MO (15 miles from O Fallon, MO)
- 25 days ago
- Chesterfield, MO (15 miles from O Fallon, MO)
- 25 days ago
In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other lines of business within Commerce....
Personal Banker - St Charles/Wentzville
- Wentzville, MO (8 miles from O Fallon, MO)
- 25 days ago
- Wentzville, MO (8 miles from O Fallon, MO)
- 25 days ago
In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other lines of business within Commerce....
Personal Banker - St Louis City
- University City, MO (24 miles from O Fallon, MO)
- 26 days ago
- University City, MO (24 miles from O Fallon, MO)
- 26 days ago
In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other lines of business within Commerce....
- Clayton, MO (24 miles from O Fallon, MO)
- 30+ days ago
- Clayton, MO (24 miles from O Fallon, MO)
- 30+ days ago
Business or Finance required; MBA or J.D. preferred CFP, CPA, or CFA required Ten or more years of relevant experience offering holistic financial planning advise Experience within the wealth management...
- Clayton, MO (24 miles from O Fallon, MO)
- 30+ days ago
- Clayton, MO (24 miles from O Fallon, MO)
- 30+ days ago
Company Description MONETA is a national independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full...
Financial Advisor - St. Charles County and surrounding cities
- Saint Charles, MO (13 miles from O Fallon, MO)
- 90+ days ago
- Saint Charles, MO (13 miles from O Fallon, MO)
- 90+ days ago
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 generosity at the center of...
Demographic Data for O Fallon, MO
Moving to O Fallon, MO? Find some basic demographic data about O Fallon, MO below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in O Fallon, MO
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in O Fallon, 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
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- 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
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »