Personal Banker Jobs in Saint Charles, 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.
- Des Peres, MO (16 miles from Saint Charles, MO)
- 3 days ago
- Des Peres, MO (16 miles from Saint Charles, MO)
- 3 days ago
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients -...
- Saint Louis, MO (20 miles from Saint Charles, MO)
- 2 days ago
- Saint Louis, MO (20 miles from Saint Charles, MO)
- 2 days ago
Banker I or a Personal Banker II, depending on experience and education....
Financial Advisor - PNC Investments
- Saint Louis, MO (20 miles from Saint Charles, MO)
- 2 days ago
- Saint Louis, MO (20 miles from Saint Charles, MO)
- 2 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Personal Banker I - Town and Country
- Town and Country, MO (13 miles from Saint Charles, MO)
- 6 days ago
- Town and Country, MO (13 miles from Saint Charles, MO)
- 6 days ago
Banker job family....
Associate Financial Advisor Associate Financial Advisor
- Saint Charles, MO
- 6 days ago
- Saint Charles, MO
- 6 days ago
Associate Financial Advisor Edward Jones 3.8 ( ) Saint Charles, MO Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports...
- Saint Louis, MO (20 miles from Saint Charles, MO)
- 6 days ago
- Saint Louis, MO (20 miles from Saint Charles, MO)
- 6 days ago
Senior Financial Advisor - Edward Jones Connections Edward Jones 3.8 ( ) St. Louis, MO Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say...
Financial Advisor - Edward Jones Connection Financial Advisor - Edward Jones Connection
- Saint Louis, MO (20 miles from Saint Charles, MO)
- 6 days ago
- Saint Louis, MO (20 miles from Saint Charles, MO)
- 6 days ago
Financial Advisor - Edward Jones Connection Edward Jones 3.8 ( ) St. Louis, MO Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO...
Personal Banker PNC Financial Services Group 3.6 ( ) Saint Charles, MO Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive management 73% say women...
- Clayton, MO (16 miles from Saint Charles, MO)
- 6 days ago
- Clayton, MO (16 miles from Saint Charles, MO)
- 6 days ago
As a Personal Banker within PNC's retail branch organization, you will be based in Clayton, Missouri at the Clayton Branch....
- Ferguson, MO (11 miles from Saint Charles, MO)
- 7 days ago
- Ferguson, MO (11 miles from Saint Charles, MO)
- 7 days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
Financial Advisor - Together Credit Union
- Saint Louis, MO (20 miles from Saint Charles, MO)
- 8 days ago
- Saint Louis, MO (20 miles from Saint Charles, MO)
- 8 days ago
Financial Advisor Together Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union...
- Clayton, MO (16 miles from Saint Charles, MO)
- 8 days ago
- Clayton, MO (16 miles from Saint Charles, MO)
- 8 days ago
As a Personal Banker within PNC's retail branch organization, you will be based in Clayton, Missouri at the Clayton Branch....
- Saint Louis, MO (20 miles from Saint Charles, MO)
- 10 days ago
- Saint Louis, MO (20 miles from Saint Charles, MO)
- 10 days ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of...
Personal Banker - Richmond Heights Branch- St. Louis MO
- Saint Louis, MO (20 miles from Saint Charles, MO)
- 13 days ago
- Saint Louis, MO (20 miles from Saint Charles, MO)
- 13 days ago
The Personal Banker position involves cultivating meaningful member connections through an engaging and consultative approach....
- Kirkwood, MO (19 miles from Saint Charles, MO)
- 14 days ago
- Kirkwood, MO (19 miles from Saint Charles, MO)
- 14 days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
Demographic Data for Saint Charles, MO
Moving to Saint Charles, MO? Find some basic demographic data about Saint Charles, MO below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Saint Charles, MO
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Saint Charles, 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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