Personal Banker Jobs in Anderson, IN
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.
- Noblesville, IN (10 miles from Anderson, IN)
- 4 days ago
- Noblesville, IN (10 miles from Anderson, IN)
- 4 days ago
As a Personal Banker within PNC's Retail Banking Organization, you will be based in Prairie Lakes....
Personal Banker - S. Anderson St.
- Elwood, IN (12 miles from Anderson, IN)
- 7 days ago
- Elwood, IN (12 miles from Anderson, IN)
- 7 days ago
The Personal Banker position is included in a workplace model that does not allow remote work....
- Greenfield, IN (20 miles from Anderson, IN)
- 8 days ago
- Greenfield, IN (20 miles from Anderson, IN)
- 8 days ago
The Personal Banker position is included in a workplace model that does not allow remote work....
Private Client Banker - Carmel - Carmel, IN - Indy Northwest
- Carmel, IN (23 miles from Anderson, IN)
- 16 days ago
- Carmel, IN (23 miles from Anderson, IN)
- 16 days ago
Location: Carmel, US-IN Rate: Not Specified Type: Permanent Private Client Banker - Carmel - Carmel, IN - Indy Northwest You have a passion for taking care of our customers and employees and...
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Personal Banker (Travel) - N. High St.
- Muncie, IN (21 miles from Anderson, IN)
- 16 days ago
- Muncie, IN (21 miles from Anderson, IN)
- 16 days ago
The Personal Banker position is included in a workplace model that does not allow remote work....
- Muncie, IN (21 miles from Anderson, IN)
- 17 days ago
- Muncie, IN (21 miles from Anderson, IN)
- 17 days ago
Job Description The Associate Financial Advisor is responsible for the development of new business and retention of existing relationships while creating and maintaining relationships with centers...
The Personal Banker position is included in a workplace model that does not allow remote work....
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- New Castle, IN (23 miles from Anderson, IN)
- 45+ days ago
- New Castle, IN (23 miles from Anderson, IN)
- 45+ days ago
The Personal Banker position is included in a workplace model that does not allow remote work....
Financial Advisor - Carmel and surrounding area
- Carmel, IN (23 miles from Anderson, IN)
- 45+ days ago
- Carmel, IN (23 miles from Anderson, IN)
- 45+ 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...
Demographic Data for Anderson, IN
Moving to Anderson, IN? Find some basic demographic data about Anderson, IN below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Anderson, IN
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Anderson, IN 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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