Personal Banker Jobs in Milliken, 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.
- Greeley, CO (10 miles from Milliken, CO)
- 1 day ago
- Greeley, CO (10 miles from Milliken, CO)
- 1 day ago
Hello! We are looking for ambitious & coachable people with an entrepreneur mindset to join the team. We are focused on helping families learn more & improve their financial situations while...
Personal Banking Rep - Bilingual in English and Spanish
- Greeley, CO (10 miles from Milliken, CO)
- 2 days ago
- Greeley, CO (10 miles from Milliken, 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 WorkFinancial Advisor - Northern Colorado
- Fort Collins, CO (23 miles from Milliken, CO)
- 12 days ago
- Fort Collins, CO (23 miles from Milliken, CO)
- 12 days ago
As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable...
Bilingual Spanish Personal Banker
- Greeley, CO (10 miles from Milliken, CO)
- 15 days ago
- Greeley, CO (10 miles from Milliken, CO)
- 15 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
Financial Advisor - Fort Collins, CO
- Fort Collins, CO (23 miles from Milliken, CO)
- 90+ days ago
- Fort Collins, CO (23 miles from Milliken, CO)
- 90+ days ago
Job Description Financial Advisor Who we are Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect...
Remote WorkDemographic Data for Milliken, CO
Moving to Milliken, CO? Find some basic demographic data about Milliken, CO below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Milliken, CO
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Milliken, 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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