Personal Banker Jobs in Cedar Lake, 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 SAFE Act - Calumet City Branch
- Calumet City, IL (17 miles from Cedar Lake, IN)
- 9 days ago
- Calumet City, IL (17 miles from Cedar Lake, IN)
- 9 days ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
Financial Advisor - 1st Source Bank
- Valparaiso, IN (24 miles from Cedar Lake, IN)
- 9 days ago
- Valparaiso, IN (24 miles from Cedar Lake, IN)
- 9 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 1st Source Bank in...
- Merrillville, IN (10 miles from Cedar Lake, IN)
- 22 days ago
- Merrillville, IN (10 miles from Cedar Lake, IN)
- 22 days ago
A financial advisor is a Culture Advocate role at MidCoast Wealth Advisors that embodies the core values and works toward The Mission. The Mission: To hear well done from our team, clients, and...
- Bourbonnais, IL (23 miles from Cedar Lake, IN)
- 30+ days ago
- Bourbonnais, IL (23 miles from Cedar Lake, IN)
- 30+ days ago
This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS)....
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Financial Advisor - Lockport, Merrillville & Surrounding Areas
- Merrillville, IN (10 miles from Cedar Lake, IN)
- 60+ days ago
- Merrillville, IN (10 miles from Cedar Lake, IN)
- 60+ days ago
As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable...
- Hammond, IN (19 miles from Cedar Lake, IN)
- 60+ days ago
- Hammond, IN (19 miles from Cedar Lake, IN)
- 60+ days ago
Banker job family....
Demographic Data for Cedar Lake, IN
Moving to Cedar Lake, IN? Find some basic demographic data about Cedar Lake, IN below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Cedar Lake, IN
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Cedar Lake, 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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