Personal Banker Jobs in Missouri
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.
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about...
Remote WorkYou could say we're at the center of the center. Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations...
Banker job family....
Financial Advisor - Certification Provided
- Higginsville, MO
- 20 hours ago
- Higginsville, MO
- 20 hours 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 -...
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...
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...
Portfolio Administration, Client Relationship Manager (CRM), West Region
- Saint Louis, MO
- 2 days ago
- Saint Louis, MO
- 2 days ago
Job Title Portfolio Administration, Client Relationship Manager (CRM), West Region Job Description Summary Responsible for driving profitability, overall client satisfaction and exceptional...
As a Personal Banker within PNC's Retail Branch organization, you will be based in Chesterfield, MO at the Chesterfield Valley Branch....
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....
As part of a team, Personal Banker IIs will be a financial liaison to customers, maintaining excellent customer service....
Banker I or a Personal Banker II, depending on experience and education....
Client Relationship Manager - Retail Alternative Investments
- Kansas City, MO
- 4 days ago
- Kansas City, MO
- 4 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 WorkBanker I or a Personal Banker II, depending on experience and education....
Job Summary: Personal Banker Retail Banking Group Bend,Oregon Bend,Oregon Bend,Oregon Bend,Oregon Eugene,Oregon Eugene,Oregon Redmond,Oregon Springfield,Oregon Description About Us: At Umpqua, we create...
Demographic Data for Missouri
Moving to Missouri? Find some basic demographic data about Missouri below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Missouri
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Missouri 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
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Commercial Banking
- 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
- Listening
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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