Personal Banker Jobs in Caldwell, ID
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 Services Officer Hire Ahead- Spanish Preferred
- Caldwell, ID
- 1 day ago
- Caldwell, ID
- 1 day ago
Overview Do you enjoy talking to people to help them through their problems? Do you feel confident in your ability to learn new information? Are you able to think critically to make...
Financial Advisor - Meridian, ID
- Meridian, ID (13 miles from Caldwell, ID)
- 1 day ago
- Meridian, ID (13 miles from Caldwell, ID)
- 1 day ago
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and...
Personal Banker 1 - Nampa Branch, Bilingual English/Spanish Preferred - PERSO001767-00001
- Nampa, ID (5 miles from Caldwell, ID)
- 9 days ago
- Nampa, ID (5 miles from Caldwell, ID)
- 9 days ago
Essential Duties and Responsibilities Provide exceptional customer service in the retail banking environment and develop strong customer relationships to grow customer base and increase deposit account...
Personal Financial Representative I
- Meridian, ID (13 miles from Caldwell, ID)
- 17 days ago
- Meridian, ID (13 miles from Caldwell, ID)
- 17 days ago
Assists members and potential members with new credit union memberships, consumer account and consumer lending inquiries....
Client Relationship Manager - Healthcare Payer
- Boise, ID (22 miles from Caldwell, ID)
- 20 days ago
- Boise, ID (22 miles from Caldwell, ID)
- 20 days ago
Cognizant Technology Solutions is currently seeking a highly skilled Client Relationship Manager who will be responsible for a growing payer client in the West. Client Relationship Managers play a...
Personal Banker 1, Nampa Branch - Bilingual English/Spanish Preferred
- Meridian, ID (13 miles from Caldwell, ID)
- 25 days ago
- Meridian, ID (13 miles from Caldwell, ID)
- 25 days ago
Essential Duties and Responsibilities Provide exceptional customer service in the retail banking environment and develop strong customer relationships to grow customer base and increase deposit account...
Personal Banker 1, Nampa Branch - Bilingual English/Spanish Preferred - PERSO001757-00001
- Nampa, ID (5 miles from Caldwell, ID)
- 28 days ago
- Nampa, ID (5 miles from Caldwell, ID)
- 28 days ago
Personal Banker 1, Nampa Branch - Bilingual English/Spanish Preferred - PERSO...1 at First Federal Savings Bank of Twin Falls in Nampa, Idaho, United States Job Description Why work for First Federal...
Financial Advisor Idaho Trust Bank
- Boise, ID (22 miles from Caldwell, ID)
- 90+ days ago
- Boise, ID (22 miles from Caldwell, ID)
- 90+ days ago
Financial Advisor Idaho Trust Bank Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This...
Demographic Data for Caldwell, ID
Moving to Caldwell, ID? Find some basic demographic data about Caldwell, ID below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Caldwell, ID
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Caldwell, ID 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
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