Personal Banker Jobs in Monument, 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
- Colorado Springs, CO (17 miles from Monument, CO)
- 2 days ago
- Colorado Springs, CO (17 miles from Monument, CO)
- 2 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...
- Colorado Springs, CO (17 miles from Monument, CO)
- 4 hours ago
- Colorado Springs, CO (17 miles from Monument, CO)
- 4 hours ago
banking including deposit, loan, and account opening experience, may be considered for the position of a Personal Banker I....
Personal Banker Austin Bluffs and Academy
- Colorado Springs, CO (17 miles from Monument, CO)
- 1 day ago
- Colorado Springs, CO (17 miles from Monument, CO)
- 1 day 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....
Personal Banker Austin Bluff and Academy
- Colorado Springs, CO (17 miles from Monument, CO)
- 2 days ago
- Colorado Springs, CO (17 miles from Monument, CO)
- 2 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....
- Colorado Springs, CO (17 miles from Monument, CO)
- 3 days ago
- Colorado Springs, CO (17 miles from Monument, CO)
- 3 days ago
Compensation & Benefits The Personal Banker position pays a minimum of $18.50....
Financial Advisor - Woodland Park
- Woodland Park, CO (13 miles from Monument, CO)
- 7 days ago
- Woodland Park, CO (13 miles from Monument, CO)
- 7 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...
Financial Advisor - Colorado Springs
- Colorado Springs, CO (17 miles from Monument, CO)
- 9 days ago
- Colorado Springs, CO (17 miles from Monument, CO)
- 9 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...
- Colorado Springs, CO (17 miles from Monument, CO)
- 17 days ago
- Colorado Springs, CO (17 miles from Monument, CO)
- 17 days ago
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 long-term...
- Colorado Springs, CO (17 miles from Monument, CO)
- 60+ days ago
- Colorado Springs, CO (17 miles from Monument, CO)
- 60+ days ago
Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our...
Demographic Data for Monument, CO
Moving to Monument, CO? Find some basic demographic data about Monument, CO below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Monument, CO
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Monument, 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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