Personal Banker Jobs in Jeffersonville, 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 - Louisville, KY
- Louisville, KY (4 miles from Jeffersonville, IN)
- 20 hours ago
- Louisville, KY (4 miles from Jeffersonville, IN)
- 20 hours ago
Float Personal Banker Associate I - Louisville, KY LOCATION -- Louisville, Kentucky 40241 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and...
- Louisville, KY (4 miles from Jeffersonville, IN)
- 1 day ago
- Louisville, KY (4 miles from Jeffersonville, IN)
- 1 day ago
Position Overview Are you a driven financial advisor ready to take your practice to the next level? Family Wealth Planning Partners (FWPP) in Louisville, Kentucky, offers an unmatched opportunity...
Financial Advisor - PNC Investments
- Louisville, KY (4 miles from Jeffersonville, IN)
- 2 days ago
- Louisville, KY (4 miles from Jeffersonville, IN)
- 2 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers....
- Louisville, KY (12 miles from Jeffersonville, IN)
- 3 days ago
- Louisville, KY (12 miles from Jeffersonville, IN)
- 3 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Financial Advisor - PNC Investments
- Louisville, KY (12 miles from Jeffersonville, IN)
- 4 days ago
- Louisville, KY (12 miles from Jeffersonville, IN)
- 4 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers....
Financial Advisor Branch Intern
- New Albany, IN (4 miles from Jeffersonville, IN)
- 11 days ago
- New Albany, IN (4 miles from Jeffersonville, IN)
- 11 days ago
As an intern you will be given meaningful and challenging assignments during the 10-week summer program. This is a unique opportunity to gain experience and industry knowledge through summer daily...
- Louisville, KY (4 miles from Jeffersonville, IN)
- 16 days ago
- Louisville, KY (4 miles from Jeffersonville, IN)
- 16 days ago
Retail Personal Banker I - Downtown, St....
Personal Banker II - Louisville, KY
- Louisville, KY (4 miles from Jeffersonville, IN)
- 16 days ago
- Louisville, KY (4 miles from Jeffersonville, IN)
- 16 days ago
Banker job family....
Personal Banker II Poplar Level
- Louisville, KY (4 miles from Jeffersonville, IN)
- 16 days ago
- Louisville, KY (4 miles from Jeffersonville, IN)
- 16 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....
- Georgetown, IN (11 miles from Jeffersonville, IN)
- 17 days ago
- Georgetown, IN (11 miles from Jeffersonville, IN)
- 17 days ago
First Savings Bank Personal Banker in Georgetown , Indiana Summary: Provides customer service including the opening of new accounts, researching and resolving problems, responding to customer inquiries...
- Louisville, KY (4 miles from Jeffersonville, IN)
- 18 days ago
- Louisville, KY (4 miles from Jeffersonville, IN)
- 18 days ago
Nearly 23 years ago, 23-year-old Matthew Dicken grew frustrated with the issues plaguing the financial services industry and set out on a mission to change the industry standard and prioritize...
- Audubon Park, KY (9 miles from Jeffersonville, IN)
- 20 days ago
- Audubon Park, KY (9 miles from Jeffersonville, IN)
- 20 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Personal Banker Associate II - Downtown Louisville and surrounding areas
- Louisville, KY (4 miles from Jeffersonville, IN)
- 45+ days ago
- Louisville, KY (4 miles from Jeffersonville, IN)
- 45+ days ago
Banker job family....
- Louisville, KY (4 miles from Jeffersonville, IN)
- 45+ days ago
- Louisville, KY (4 miles from Jeffersonville, IN)
- 45+ days ago
Banker job family....
- Louisville, KY (4 miles from Jeffersonville, IN)
- 60+ days ago
- Louisville, KY (4 miles from Jeffersonville, IN)
- 60+ days ago
Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our...
Demographic Data for Jeffersonville, IN
Moving to Jeffersonville, IN? Find some basic demographic data about Jeffersonville, IN below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Jeffersonville, IN
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Jeffersonville, 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
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 »