Personal Banker Jobs in Castleton, 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.
Financial Advisor Trainee- Greenwood, IN
- Greenwood, IN (21 miles from Castleton, IN)
- 15 hours ago
- Greenwood, IN (21 miles from Castleton, IN)
- 15 hours ago
#LI-AC1 About Raymond James Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations...
Float Personal Banker Associate I - North Indy
- Indianapolis, IN (9 miles from Castleton, IN)
- 2 days ago
- Indianapolis, IN (9 miles from Castleton, IN)
- 2 days ago
Float Personal Banker Associate I - North Indy LOCATION -- Indianapolis, Indiana 46250 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure...
Personal Banker Associate II - Ft. Harrison
- Indianapolis, IN (9 miles from Castleton, IN)
- 2 days ago
- Indianapolis, IN (9 miles from Castleton, IN)
- 2 days ago
Personal Banker Associate II - Ft....
Contact Center Personal Banker
- Indianapolis, IN (9 miles from Castleton, IN)
- 5 days ago
- Indianapolis, IN (9 miles from Castleton, IN)
- 5 days ago
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote Work- Indianapolis, IN (9 miles from Castleton, IN)
- 7 days ago
- Indianapolis, IN (9 miles from Castleton, IN)
- 7 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
Personal Banker - E 53Rd Street
- Anderson, IN (21 miles from Castleton, IN)
- 8 days ago
- Anderson, IN (21 miles from Castleton, IN)
- 8 days ago
The Personal Banker position is included in a workplace model that does not allow remote work....
- Carmel, IN (7 miles from Castleton, IN)
- 11 days ago
- Carmel, IN (7 miles from Castleton, IN)
- 11 days ago
As a Branch Personal Banker, you will strengthen customer relationships with a defined sales process....
- Carmel, IN (4 miles from Castleton, IN)
- 12 days ago
- Carmel, IN (4 miles from Castleton, IN)
- 12 days ago
As a Branch Personal Banker, you will strengthen customer relationships with a defined sales process....
Banking Consultant - RJ Bank (Multiple Territories)
- Indianapolis, IN (9 miles from Castleton, IN)
- 13 days ago
- Indianapolis, IN (9 miles from Castleton, IN)
- 13 days ago
Job Summary Under minimal direction, provides knowledge and consultation to Financial Advisors (FAs) and clients regarding all Private Client Banking (PCB) products which includes Cash Solutions,...
Financial Advisor - Crane Credit Union
- Plainfield, IN (23 miles from Castleton, IN)
- 17 days ago
- Plainfield, IN (23 miles from Castleton, IN)
- 17 days ago
Financial Advisor - Crane 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 clients....
Private Client Banker - Riverview Branch
- Noblesville, IN (12 miles from Castleton, IN)
- 18 days ago
- Noblesville, IN (12 miles from Castleton, IN)
- 18 days ago
Location: 480 Sheridan Road - Noblesville, Indiana 46060 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
- New Palestine, IN (15 miles from Castleton, IN)
- 20 days ago
- New Palestine, IN (15 miles from Castleton, IN)
- 20 days ago
Edward Jones Financial Advisor in New Palestine , Indiana Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...
Private Client Banker - Center Grove - Greenwood, IN
- Greenwood, IN (21 miles from Castleton, IN)
- 23 days ago
- Greenwood, IN (21 miles from Castleton, IN)
- 23 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Financial Advisor - Indianapolis and surrounding area
- Indianapolis, IN (9 miles from Castleton, IN)
- 30+ days ago
- Indianapolis, IN (9 miles from Castleton, IN)
- 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...
Financial Advisor - Carmel and surrounding area
- Carmel, IN (7 miles from Castleton, IN)
- 30+ days ago
- Carmel, IN (7 miles from Castleton, IN)
- 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...
Demographic Data for Castleton, IN
Moving to Castleton, IN? Find some basic demographic data about Castleton, IN below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Castleton, IN
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Castleton, 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
- Mortgage Lending
- 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
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- 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 »