Personal Banker Jobs in Colorado
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
- 2 days ago
- Colorado Springs, 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...
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...
Personal Banker Austin Bluffs and Academy
- Colorado Springs, CO
- 21 hours ago
- Colorado Springs, CO
- 21 hours 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....
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 Workand Requirements Role Value Proposition: MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies, providing insurance, annuities, employee...
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...
Demonstrates proficiency in the following operational functions: wires, endorsements, basic bookkeeping, ATM settlement, vault balancing, vault cash ordering, safe deposit box entry/exit functions,...
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
Personal Banker Austin Bluff and Academy
- Colorado Springs, CO
- 2 days ago
- Colorado Springs, 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....
Thrivent Financial Financial Advisor - Upper Midwest Advisor Group - Front Range in Colorado , United States As a Thrivent Financial advisor, you will: Build a financial practice guiding...
Compensation & Benefits The Personal Banker position pays a minimum of $18.50....
Check out a day in the life of a Personal Banker!...
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
- 5 days ago
- Aurora, CO
- 5 days ago
Banker job family....
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...
Demographic Data for Colorado
Moving to Colorado? Find some basic demographic data about Colorado below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Colorado
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Colorado 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
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »