Personal Banker Jobs in Wentzville, 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 (21 miles from Wentzville, MO)
- 9 days ago
- Saint Charles, MO (21 miles from Wentzville, MO)
- 9 days ago
As a Personal Banker within PNC's Retail organization, you will be based in St. Charles, IL....
- Town and Country, MO (18 miles from Wentzville, MO)
- 9 days ago
- Town and Country, MO (18 miles from Wentzville, MO)
- 9 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Saint Peters, MO (17 miles from Wentzville, MO)
- 10 days ago
- Saint Peters, MO (17 miles from Wentzville, MO)
- 10 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 areas of the business within Commerce....
- Creve Coeur, MO (23 miles from Wentzville, MO)
- 18 days ago
- Creve Coeur, MO (23 miles from Wentzville, MO)
- 18 days ago
This job posting is anticipated to remain open for 30 days, from 16-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Washington, MO (20 miles from Wentzville, MO)
- 30+ days ago
- Washington, MO (20 miles from Wentzville, MO)
- 30+ 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...
Financial Advisor - St. Charles County and surrounding cities
- Saint Charles, MO (21 miles from Wentzville, MO)
- 30+ days ago
- Saint Charles, MO (21 miles from Wentzville, MO)
- 30+ 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...
- Saint Charles, MO (21 miles from Wentzville, MO)
- 60+ days ago
- Saint Charles, MO (21 miles from Wentzville, MO)
- 60+ 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....
- Twin Oaks, MO (24 miles from Wentzville, MO)
- 60+ days ago
- Twin Oaks, MO (24 miles from Wentzville, MO)
- 60+ 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....
- Town and Country, MO (18 miles from Wentzville, MO)
- 90+ days ago
- Town and Country, MO (18 miles from Wentzville, MO)
- 90+ days ago
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
Demographic Data for Wentzville, MO
Moving to Wentzville, MO? Find some basic demographic data about Wentzville, MO below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Wentzville, MO
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Wentzville, 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
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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