Personal Banker Jobs in Longmont, 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.
- Boulder, CO (10 miles from Longmont, CO)
- 3 days ago
- Boulder, CO (10 miles from Longmont, CO)
- 3 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 Work- Arvada, CO (22 miles from Longmont, CO)
- 4 days ago
- Arvada, CO (22 miles from Longmont, CO)
- 4 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions....
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,...
Personal Banking Rep - Bilingual in English and Spanish
- Longmont, CO
- 5 days ago
- Longmont, CO
- 5 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 WorkPart Time - Personal Banking Rep
- Westminster, CO (23 miles from Longmont, CO)
- 6 days ago
- Westminster, CO (23 miles from Longmont, CO)
- 6 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 WorkPart Time - Personal Banking Rep - Bilingual in Mandarin
- Westminster, CO (23 miles from Longmont, CO)
- 9 days ago
- Westminster, CO (23 miles from Longmont, CO)
- 9 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 Work- Lafayette, CO (10 miles from Longmont, CO)
- 9 days ago
- Lafayette, CO (10 miles from Longmont, CO)
- 9 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Louisville, CO (15 miles from Longmont, CO)
- 10 days ago
- Louisville, CO (15 miles from Longmont, CO)
- 10 days ago
This job posting is anticipated to remain open for 30 days, from 14-Apr-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
Private Client Banker II - Pearl and 30th - Boulder, CO - CO METRO NW
- Boulder, CO (10 miles from Longmont, CO)
- 12 days ago
- Boulder, CO (10 miles from Longmont, CO)
- 12 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...
- Boulder, CO (10 miles from Longmont, CO)
- 13 days ago
- Boulder, CO (10 miles from Longmont, CO)
- 13 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....
- Boulder, CO (10 miles from Longmont, CO)
- 16 days ago
- Boulder, CO (10 miles from Longmont, CO)
- 16 days ago
Originates consumer lending applications and identifies other internal partner referral opportunities....
HFA Financial Advisor Senior Branch
- Brighton, CO (22 miles from Longmont, CO)
- 17 days ago
- Brighton, CO (22 miles from Longmont, CO)
- 17 days ago
The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior....
Remote WorkPart-Time Personal Banking Rep - Bilingual in Spanish and English
- Westminster, CO (23 miles from Longmont, CO)
- 60+ days ago
- Westminster, CO (23 miles from Longmont, CO)
- 60+ 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 WorkTechnical Senior Customer Relationship Manager
- Broomfield, CO (17 miles from Longmont, CO)
- 28 days ago
- Broomfield, CO (17 miles from Longmont, CO)
- 28 days ago
OPENTEXT OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will...
Personal Banker - Broomfield, CO
- Broomfield, CO (17 miles from Longmont, CO)
- 30+ days ago
- Broomfield, CO (17 miles from Longmont, CO)
- 30+ days ago
Check out a day in the life of a Personal Banker!...
Demographic Data for Longmont, CO
Moving to Longmont, CO? Find some basic demographic data about Longmont, CO below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Longmont, CO
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Longmont, 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
- Mortgage Lending
- 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
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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