Personal Banker Jobs in Omaha, NE
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.
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 Work- Gretna, NE (19 miles from Omaha, NE)
- 5 days ago
- Gretna, NE (19 miles from Omaha, NE)
- 5 days ago
Overview: Starting pay for Personal Banker positions is $20/hour....
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help...
About Renaissance Financial What we do is not just a job - it is a passion. Renaissance Financial is a comprehensive financial strategies firm with locations in St. Louis, Overland Park, Omaha,...
Financial Advisor - Experienced Professionals
- Papillion, NE (11 miles from Omaha, NE)
- 29 days ago
- Papillion, NE (11 miles from Omaha, NE)
- 29 days ago
Skilled in portfolio and wealth management, with the ability to integrate financial products into a long-term planning strategy....
What will I do: The Client Relationship Manager develops, negotiates, and implements partnerships with clients in which we place health care professionals across the nation. The Client...
Personal Banker - 51st & Center (Omaha, NE) page is loaded Personal Banker - 51st & Center (Omaha, NE) locations Omaha, NE - 51st&Center Hy-Vee Br time type Full time posted on Posted Yesterday job...
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 Omaha, NE
Moving to Omaha, NE? Find some basic demographic data about Omaha, NE below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Omaha, NE
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Omaha, NE 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
- Certified Financial Planner
- 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
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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