Personal Banker Jobs in Lafayette, CO
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.
- Westminster, CO (13 miles from Lafayette, CO)
- 2 hours ago
- Westminster, CO (13 miles from Lafayette, CO)
- 2 hours ago
Physical Requirements The work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday....
Private Client Banker - Wadsworth and 52nd - Arvada, CO - CO METRO NORTH
- Arvada, CO (15 miles from Lafayette, CO)
- 18 hours ago
- Arvada, CO (15 miles from Lafayette, CO)
- 18 hours ago
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...
- Wheat Ridge, CO (17 miles from Lafayette, CO)
- 2 days ago
- Wheat Ridge, CO (17 miles from Lafayette, CO)
- 2 days ago
There’s an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team!...
Remote WorkClient Service Consultant - SBS
- Aurora, CO (23 miles from Lafayette, CO)
- 3 days ago
- Aurora, CO (23 miles from Lafayette, CO)
- 3 days ago
and Requirements Role Value Proposition: MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies, providing insurance, annuities, employee...
Financial Advisor - Career Change Opportunity
- Wheat Ridge, CO (17 miles from Lafayette, CO)
- 5 days ago
- Wheat Ridge, CO (17 miles from Lafayette, CO)
- 5 days ago
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
Personal Banker - Broomfield, CO
- Broomfield, CO (7 miles from Lafayette, CO)
- 6 days ago
- Broomfield, CO (7 miles from Lafayette, CO)
- 6 days ago
Check out a day in the life of a Personal Banker!...
- Wheat Ridge, CO (17 miles from Lafayette, CO)
- 6 days ago
- Wheat Ridge, CO (17 miles from Lafayette, CO)
- 6 days ago
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...
Spanish Bilingual Speaking - Personal Banker Associate II - Aurora Downtown
- Aurora, CO (23 miles from Lafayette, CO)
- 7 days ago
- Aurora, CO (23 miles from Lafayette, CO)
- 7 days ago
Banker job family....
- Boulder, CO (5 miles from Lafayette, CO)
- 7 days ago
- Boulder, CO (5 miles from Lafayette, CO)
- 7 days ago
When joining Elevations, you can expect to work for a company with: A leadership team that strives to make this the best place you've ever worked! A focus on supporting our employees' mental,...
- Brighton, CO (17 miles from Lafayette, CO)
- 8 days ago
- Brighton, CO (17 miles from Lafayette, CO)
- 8 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Denver, CO (19 miles from Lafayette, CO)
- 8 days ago
- Denver, CO (19 miles from Lafayette, CO)
- 8 days ago
Join us today as a Personal Banker III. Job Description The Personal Banker III is an expert in providing the best client experience possible for BOKFs clients....
Personal Banker - RiNo Arts District
- Denver, CO (19 miles from Lafayette, CO)
- 9 days ago
- Denver, CO (19 miles from Lafayette, CO)
- 9 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Aurora, CO (23 miles from Lafayette, CO)
- 15 days ago
- Aurora, CO (23 miles from Lafayette, CO)
- 15 days ago
and Requirements Job Location: Kansas City, MO. Alternate Job Location: Tampa, FL, Aurora, IL (Hybrid - 2 days in office; days are determined by the business) Job Start Date : June 2025 Role Value...
Personal Banking Rep - Bilingual in Mandarin
- Westminster, CO (13 miles from Lafayette, CO)
- 15 days ago
- Westminster, CO (13 miles from Lafayette, CO)
- 15 days ago
There’s an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team!...
Remote WorkPersonal Banker - I70 & Tower - Bilingual Spanish Required
- Aurora, CO (23 miles from Lafayette, CO)
- 17 days ago
- Aurora, CO (23 miles from Lafayette, CO)
- 17 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Demographic Data for Lafayette, CO
Moving to Lafayette, CO? Find some basic demographic data about Lafayette, CO below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lafayette, CO
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lafayette, CO 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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