Personal Banker Jobs in Oklahoma
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.
Personal Banker I (Oklahoma City, OK, US, 73102)
- Oklahoma City, OK
- 2 days ago
- Oklahoma City, OK
- 2 days ago
Job Description The Personal Banker I provides the best client experience possible for BOKF's clients....
- Tulsa, OK
- 7 days ago
- Tulsa, OK
- 7 days ago
Job Description The Personal Banker I provides the best client experience possible for BOKF's clients....
- Tulsa, OK
- 7 days ago
- Tulsa, OK
- 7 days ago
Job Description The Personal Banker I provides the best client experience possible for BOKF's clients....
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
Job Description The Personal Banker I provides the best client experience possible for BOKF's clients....
Personal Banker I (Midwest City, OK, US, 73020)
- Midwest City, OK
- 8 days ago
- Midwest City, OK
- 8 days ago
Job Description The Personal Banker I provides the best client experience possible for BOKF's clients....
Personal Banker - Express Bank(Monday-Friday 12:00PM-08:30PM CST and Saturdays 08:30AM-05:00PM CST)
- Tulsa, OK
- 9 days ago
- Tulsa, OK
- 9 days ago
Job Description The Personal Banker I provides the best client experience possible for BOKFs clients....
Job Description The Personal Banker provides the best client experience possible for BOKF's clients....
Personal Banker (Oklahoma City, OK, US, 73102)
- Oklahoma City, OK
- 10 days ago
- Oklahoma City, OK
- 10 days ago
Job Description The Personal Banker provides the best client experience possible for BOKF's clients....
Job Description The Personal Banker provides the best client experience possible for BOKFs clients....
Personal Banker Associate - 44th & Western
- Oklahoma City, OK
- 15 days ago
- Oklahoma City, OK
- 15 days ago
The Personal Banker Associate has responsibilities as both a Teller and a Personal Banker....
We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model....
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at...
Demographic Data for Oklahoma
Moving to Oklahoma? Find some basic demographic data about Oklahoma below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Oklahoma
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Oklahoma 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
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Lending
- Consumer Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Closing
- Retail
- Business Development
- Math
- Customer Relations
- High School Diploma
- Written Communication
- Telephone Skills
- Interpersonal Skills
- Reporting
- Policy Development
- Coaching
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »