Personal Banker Jobs in Platte 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.
- Kansas City, MO (21 miles from Platte City, MO)
- 20 hours ago
- Kansas City, MO (21 miles from Platte City, MO)
- 20 hours ago
Processing customer account maintenance and standard branch transactions such as: address changes, check cashing, deposits and withdrawals....
Personal Banker - Kansas City, KS (Northland)
- Kansas City, MO (21 miles from Platte City, MO)
- 2 days ago
- Kansas City, MO (21 miles from Platte City, MO)
- 2 days ago
Position: Personal Banker Department: Retail Location: Kansas City Northland Salary: FT Hourly Jump start your career at Equity Bank!...
- Kansas City, MO (21 miles from Platte City, MO)
- 3 days ago
- Kansas City, MO (21 miles from Platte City, MO)
- 3 days ago
Financial Advisor Financial Advisor Kansas City, MO Job# 103266BR Job Overview Skills/Requirements Awards & Accolades About Us This job posting is anticipated to remain open for 30 days, from...
- Kansas City, KS (19 miles from Platte City, MO)
- 5 days ago
- Kansas City, KS (19 miles from Platte City, MO)
- 5 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...
Client Relationship Manager - Retail Alternative Investments
- Kansas City, MO (21 miles from Platte City, MO)
- 7 days ago
- Kansas City, MO (21 miles from Platte City, MO)
- 7 days ago
Solid background in managing client relationships in a financial services or wealth management context....
Personal Financial Representative-MO
- Kansas City, MO (21 miles from Platte City, MO)
- 8 days ago
- Kansas City, MO (21 miles from Platte City, MO)
- 8 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 WorkPersonal Banker Bilingual Kansas Area
- Shawnee, KS (24 miles from Platte City, MO)
- 10 days ago
- Shawnee, KS (24 miles from Platte City, MO)
- 10 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....
- Kansas City, MO (21 miles from Platte City, MO)
- 11 days ago
- Kansas City, MO (21 miles from Platte City, MO)
- 11 days ago
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....
- Kansas City, MO (21 miles from Platte City, MO)
- 12 days ago
- Kansas City, MO (21 miles from Platte City, MO)
- 12 days ago
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...
- Smithville, MO (11 miles from Platte City, MO)
- 13 days ago
- Smithville, MO (11 miles from Platte City, MO)
- 13 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....
- Kansas City, KS (19 miles from Platte City, MO)
- 18 days ago
- Kansas City, KS (19 miles from Platte City, MO)
- 18 days ago
Why is This a Great Opportunity? We're Looking for Experienced Financial Advisors - Maybe That's You Location: Offices across several states (and always looking to grow) If you're an experienced...
- Bonner Springs, KS (23 miles from Platte City, MO)
- 21 days ago
- Bonner Springs, KS (23 miles from Platte City, MO)
- 21 days ago
Compensation & Benefits The Personal Banker position pays a minimum of $16.50....
- Kansas City, KS (19 miles from Platte City, MO)
- 21 days ago
- Kansas City, KS (19 miles from Platte City, MO)
- 21 days ago
Banker I or a Personal Banker II, depending on experience and education....
- Kansas City, MO (21 miles from Platte City, MO)
- 24 days ago
- Kansas City, MO (21 miles from Platte City, MO)
- 24 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....
- Kansas City, MO (21 miles from Platte City, MO)
- 25 days ago
- Kansas City, MO (21 miles from Platte City, MO)
- 25 days ago
Client Service Consultant, PC page is loaded Client Service Consultant, PC locations Kansas City time type Full time posted on Posted 2 Days Ago job requisition id R0000377 Job Description: We are...
Demographic Data for Platte City, MO
Moving to Platte City, MO? Find some basic demographic data about Platte City, MO below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Platte City, MO
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Platte City, 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
- Certified Financial Planner
- Check Cashing
- 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
- Investigation
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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