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.
This job posting is anticipated to remain open for 30 days, from 23-Apr-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKFs clients....
Position: Personal Banker Location: Ponca City, OK (Downtown) Salary: FT Hourly Jump start your career at Equity Bank!...
Personal Banker - Moneyline Contact Center
- Oklahoma City, OK
- 9 days ago
- Oklahoma City, OK
- 9 days ago
Personal Bankers are responsible for handling a wide variety of calls regarding banking products and services....
This job posting is anticipated to remain open for 30 days, from 15-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote WorkMortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
SUMMARY The Personal Banker is responsible for building meaningful, lasting relationships and providing exceptional service to new and existing clients....
The Personal Banker Associate has responsibilities as both a Teller and a Personal Banker....
Personal Banker Associate - Oklahoma City (22nd & May)
- Oklahoma City, OK
- 23 days ago
- Oklahoma City, OK
- 23 days ago
The Personal Banker Associate has responsibilities as both a Teller and a Personal Banker....
Entry Level - Financial Advisor - OK, Oklahoma City & Tulsa (3474)
- Oklahoma City, OK
- 24 days ago
- Oklahoma City, OK
- 24 days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKFs clients....
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
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
- 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
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Interpersonal Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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