Personal Banker Jobs in Westminster, 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 (4 miles from Westminster, CO)
- 4 days ago
- Wheat Ridge, CO (4 miles from Westminster, 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 (12 miles from Westminster, CO)
- 1 day ago
- Englewood, CO (12 miles from Westminster, 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 (4 miles from Westminster, CO)
- 1 day ago
- Wheat Ridge, CO (4 miles from Westminster, 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 (12 miles from Westminster, CO)
- 2 days ago
- Aurora, CO (12 miles from Westminster, 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 (14 miles from Westminster, CO)
- 2 days ago
- Denver, CO (14 miles from Westminster, 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 (14 miles from Westminster, CO)
- 2 days ago
- Denver, CO (14 miles from Westminster, CO)
- 2 days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
Personal Banker - Broomfield, CO
- Broomfield, CO (6 miles from Westminster, CO)
- 4 days ago
- Broomfield, CO (6 miles from Westminster, CO)
- 4 days ago
Check out a day in the life of a Personal Banker!...
- Wheat Ridge, CO (4 miles from Westminster, CO)
- 5 days ago
- Wheat Ridge, CO (4 miles from Westminster, 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 (12 miles from Westminster, CO)
- 6 days ago
- Aurora, CO (12 miles from Westminster, CO)
- 6 days ago
Banker job family....
- Denver, CO (14 miles from Westminster, CO)
- 6 days ago
- Denver, CO (14 miles from Westminster, 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 (14 miles from Westminster, CO)
- 6 days ago
- Denver, CO (14 miles from Westminster, 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...
- Boulder, CO (17 miles from Westminster, CO)
- 6 days ago
- Boulder, CO (17 miles from Westminster, CO)
- 6 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,...
Virtual Financial Advisor - Denver
- Denver, CO (14 miles from Westminster, CO)
- 6 days ago
- Denver, CO (14 miles from Westminster, 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 (14 miles from Westminster, CO)
- 6 days ago
- Denver, CO (14 miles from Westminster, 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,...
- Brighton, CO (15 miles from Westminster, CO)
- 7 days ago
- Brighton, CO (15 miles from Westminster, CO)
- 7 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....
Demographic Data for Westminster, CO
Moving to Westminster, CO? Find some basic demographic data about Westminster, CO below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Westminster, CO
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Westminster, 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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