Personal Banker Jobs in Bristol, 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.
Personal Banker Associate I - South Bend
- South Bend, IN (22 miles from Bristol, IN)
- 4 days ago
- South Bend, IN (22 miles from Bristol, IN)
- 4 days ago
Banker job family....
- Dowagiac, MI (24 miles from Bristol, IN)
- 7 days ago
- Dowagiac, MI (24 miles from Bristol, IN)
- 7 days ago
Banker job family....
- South Bend, IN (22 miles from Bristol, IN)
- 25 days ago
- South Bend, IN (22 miles from Bristol, IN)
- 25 days ago
The Financial Advisor I is responsible for providing personalized financial advice and guidance to clients, helping them achieve their financial goals. The incumbent is responsible for assessing...
- Mishawaka, IN (17 miles from Bristol, IN)
- 30+ days ago
- Mishawaka, IN (17 miles from Bristol, IN)
- 30+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Elkhart, IN (8 miles from Bristol, IN)
- 45+ days ago
- Elkhart, IN (8 miles from Bristol, IN)
- 45+ days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Niles, MI (24 miles from Bristol, IN)
- 60+ days ago
- Niles, MI (24 miles from Bristol, IN)
- 60+ days ago
Banker job family....
Private Client Banker - Wawasee Village Branch
- Syracuse, IN (21 miles from Bristol, IN)
- 60+ days ago
- Syracuse, IN (21 miles from Bristol, IN)
- 60+ days ago
Location: 816 S Huntington - Syracuse, Indiana 46567 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Private Client Banker - Scottsdale Branch
- South Bend, IN (22 miles from Bristol, IN)
- 60+ days ago
- South Bend, IN (22 miles from Bristol, IN)
- 60+ days ago
Location: 4627 S Miami Road - South Bend, Indiana 46614 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
- South Bend, IN (22 miles from Bristol, IN)
- 60+ days ago
- South Bend, IN (22 miles from Bristol, IN)
- 60+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Financial Advisor - Notre Dame Credit Union
- Granger, IN (15 miles from Bristol, IN)
- 90+ days ago
- Granger, IN (15 miles from Bristol, IN)
- 90+ days ago
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 employment opportunity at Notre Dame Credit...
Financial Advisor - Interra Credit Union
- Goshen, IN (10 miles from Bristol, IN)
- 90+ days ago
- Goshen, IN (10 miles from Bristol, IN)
- 90+ days ago
Financial Advisor - Interra Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union...
Financial Advisor - Michigan State University Federal Credit Union
- Union, MI (5 miles from Bristol, IN)
- 90+ days ago
- Union, MI (5 miles from Bristol, IN)
- 90+ days ago
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 employment opportunity at Michigan State...
Demographic Data for Bristol, IN
Moving to Bristol, IN? Find some basic demographic data about Bristol, IN below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Bristol, IN
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Bristol, 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
- 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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