Personal Banker Jobs in Greenfield, 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.
Float Personal Banker Associate I - North Indy
- Indianapolis, IN (17 miles from Greenfield, IN)
- 3 days ago
- Indianapolis, IN (17 miles from Greenfield, IN)
- 3 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 (17 miles from Greenfield, IN)
- 3 days ago
- Indianapolis, IN (17 miles from Greenfield, IN)
- 3 days ago
Personal Banker Associate II - Ft....
Contact Center Personal Banker
- Indianapolis, IN (17 miles from Greenfield, IN)
- 6 days ago
- Indianapolis, IN (17 miles from Greenfield, IN)
- 6 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 (17 miles from Greenfield, IN)
- 8 days ago
- Indianapolis, IN (17 miles from Greenfield, IN)
- 8 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 (20 miles from Greenfield, IN)
- 9 days ago
- Anderson, IN (20 miles from Greenfield, IN)
- 9 days ago
The Personal Banker position is included in a workplace model that does not allow remote work....
Retail Personal Banker II - Shelbyville Financial Center
- Shelbyville, IN (20 miles from Greenfield, IN)
- 10 days ago
- Shelbyville, IN (20 miles from Greenfield, IN)
- 10 days ago
GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers....
- Carmel, IN (23 miles from Greenfield, IN)
- 12 days ago
- Carmel, IN (23 miles from Greenfield, IN)
- 12 days ago
As a Branch Personal Banker, you will strengthen customer relationships with a defined sales process....
- Carmel, IN (19 miles from Greenfield, IN)
- 13 days ago
- Carmel, IN (19 miles from Greenfield, IN)
- 13 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 (17 miles from Greenfield, IN)
- 14 days ago
- Indianapolis, IN (17 miles from Greenfield, IN)
- 14 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,...
Private Client Banker - Riverview Branch
- Noblesville, IN (19 miles from Greenfield, IN)
- 20 days ago
- Noblesville, IN (19 miles from Greenfield, IN)
- 20 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 Castle, IN (23 miles from Greenfield, IN)
- 29 days ago
- New Castle, IN (23 miles from Greenfield, IN)
- 29 days ago
The Personal Banker position is included in a workplace model that does not allow remote work....
Financial Advisor - Indianapolis and surrounding area
- Indianapolis, IN (17 miles from Greenfield, IN)
- 30+ days ago
- Indianapolis, IN (17 miles from Greenfield, 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 (23 miles from Greenfield, IN)
- 30+ days ago
- Carmel, IN (23 miles from Greenfield, 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...
Personal Banker Associate II - Keystone
- Indianapolis, IN (17 miles from Greenfield, IN)
- 45+ days ago
- Indianapolis, IN (17 miles from Greenfield, IN)
- 45+ days ago
Banker job family....
Merrill Market Client Relationship Manager
- Indianapolis, IN (17 miles from Greenfield, IN)
- 45+ days ago
- Indianapolis, IN (17 miles from Greenfield, IN)
- 45+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Demographic Data for Greenfield, IN
Moving to Greenfield, IN? Find some basic demographic data about Greenfield, IN below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Greenfield, IN
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Greenfield, 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
- 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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