Personal Banker Jobs in Metamora, IL
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.
Personal Banker - 36015_61615-4804
- Peoria, IL (12 miles from Metamora, IL)
- 10 days ago
- Peoria, IL (12 miles from Metamora, IL)
- 10 days ago
Inthis retail banking role, you will develop and maintain long lastingrelationships with not only your customers, but with your co-workers andother areas of the business within Commerce....
Client Service Consultant, Architects and Engineers
- Peoria, IL (12 miles from Metamora, IL)
- 14 days ago
- Peoria, IL (12 miles from Metamora, IL)
- 14 days ago
Client Service Consultant, Architects and Engineers page is loaded Client Service Consultant, Architects and Engineers locations Peoria Madison Waukee time type Full time posted on Posted 2 Days...
Relationship Manager / Financial Advisor
- Peoria, IL (12 miles from Metamora, IL)
- 15 days ago
- Peoria, IL (12 miles from Metamora, IL)
- 15 days ago
In this critical role, your primary responsibility will be to serve the client's needs, goals, and objectives and deliver a comprehensive wealth management experience in tandem with the input of DVI's...
Remote WorkIn this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other areas of the business within Commerce....
- Peoria, IL (12 miles from Metamora, IL)
- 30+ days ago
- Peoria, IL (12 miles from Metamora, IL)
- 30+ 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...
- Pekin, IL (21 miles from Metamora, IL)
- 30+ days ago
- Pekin, IL (21 miles from Metamora, IL)
- 30+ days 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...
- Peoria, IL (12 miles from Metamora, IL)
- 45+ days ago
- Peoria, IL (12 miles from Metamora, IL)
- 45+ days ago
In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other areas of the business within Commerce....
- Pekin, IL (21 miles from Metamora, IL)
- 90+ days ago
- Pekin, IL (21 miles from Metamora, IL)
- 90+ 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 8 million clients and 19,000 financial advisors across...
Demographic Data for Metamora, IL
Moving to Metamora, IL? Find some basic demographic data about Metamora, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Metamora, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Metamora, IL 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
- Mortgage Lending
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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