Personal Banker Jobs in Lone Tree, 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.
Financial Advisor - Career Change Opportunity
- Wheat Ridge, CO (20 miles from Lone Tree, CO)
- 4 days ago
- Wheat Ridge, CO (20 miles from Lone Tree, CO)
- 4 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...
- Englewood, CO (9 miles from Lone Tree, CO)
- 1 day ago
- Englewood, CO (9 miles from Lone Tree, CO)
- 1 day ago
Dickinson Financial Corporation Personal Banker in Englewood , Colorado Summary Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our...
- Wheat Ridge, CO (20 miles from Lone Tree, CO)
- 1 day ago
- Wheat Ridge, CO (20 miles from Lone Tree, CO)
- 1 day 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 (15 miles from Lone Tree, CO)
- 2 days ago
- Aurora, CO (15 miles from Lone Tree, CO)
- 2 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...
Client Service Consultant, Employee Benefits
- Denver, CO (13 miles from Lone Tree, CO)
- 2 days ago
- Denver, CO (13 miles from Lone Tree, CO)
- 2 days ago
We are looking to add a Client Service Consultant to join our Employee Benefits team in Denver, CO. Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity...
- Denver, CO (13 miles from Lone Tree, CO)
- 2 days ago
- Denver, CO (13 miles from Lone Tree, CO)
- 2 days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
- Wheat Ridge, CO (20 miles from Lone Tree, CO)
- 5 days ago
- Wheat Ridge, CO (20 miles from Lone Tree, CO)
- 5 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 (15 miles from Lone Tree, CO)
- 6 days ago
- Aurora, CO (15 miles from Lone Tree, CO)
- 6 days ago
Banker job family....
- Denver, CO (13 miles from Lone Tree, CO)
- 6 days ago
- Denver, CO (13 miles from Lone Tree, CO)
- 6 days ago
Experienced Financial Advisor - Growth-Focused Wealth Management Firm Locations: Greater Denver, CO | Greater Seattle, WA | Hawaii | Coastal Carolina | New Mexico Full-Time | In-Person Are you a...
- Denver, CO (13 miles from Lone Tree, CO)
- 6 days ago
- Denver, CO (13 miles from Lone Tree, CO)
- 6 days ago
We are looking for an established Financial Advisor to join our growing team. Candidate must possess all qualifications listed below to be considered. Open to candidates located in Phoenix, AZ or...
Virtual Financial Advisor - Denver
- Denver, CO (13 miles from Lone Tree, CO)
- 6 days ago
- Denver, CO (13 miles from Lone Tree, CO)
- 6 days ago
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...
Remote WorkLead Financial Advisor - Financial Firm - Denver, CO
- Denver, CO (13 miles from Lone Tree, CO)
- 6 days ago
- Denver, CO (13 miles from Lone Tree, CO)
- 6 days ago
Lead Financial Advisor Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients,...
Personal Banker - RiNo Arts District
- Denver, CO (13 miles from Lone Tree, CO)
- 7 days ago
- Denver, CO (13 miles from Lone Tree, CO)
- 7 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Denver, CO (16 miles from Lone Tree, CO)
- 7 days ago
- Denver, CO (16 miles from Lone Tree, CO)
- 7 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....
Private Client Banker - Denver West - CO METRO SOUTHWEST
- Lakewood, CO (9 miles from Lone Tree, CO)
- 8 days ago
- Lakewood, CO (9 miles from Lone Tree, CO)
- 8 days 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...
Demographic Data for Lone Tree, CO
Moving to Lone Tree, CO? Find some basic demographic data about Lone Tree, CO below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lone Tree, CO
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lone Tree, 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
- 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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