Personal Banker Jobs in Lawrence, 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 - Career Change Opportunity
- Greenwood, IN (17 miles from Lawrence, IN)
- 14 days ago
- Greenwood, IN (17 miles from Lawrence, IN)
- 14 days ago
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
Financial Advisor - Indianapolis and surrounding area
- Indianapolis, IN (5 miles from Lawrence, IN)
- 21 hours ago
- Indianapolis, IN (5 miles from Lawrence, IN)
- 21 hours 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 (11 miles from Lawrence, IN)
- 1 day ago
- Carmel, IN (11 miles from Lawrence, IN)
- 1 day 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 - Greenwood and Surrounding Area
- Greenwood, IN (17 miles from Lawrence, IN)
- 2 days ago
- Greenwood, IN (17 miles from Lawrence, IN)
- 2 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...
Private Client Banker - Zionsville Branch
- Zionsville, IN (15 miles from Lawrence, IN)
- 2 days ago
- Zionsville, IN (15 miles from Lawrence, IN)
- 2 days ago
Location: 1610 West Oak Street - Zionsville, Indiana 46077 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Private Client Banker - Rockville Rd - Indianapolis, IN
- Indianapolis, IN (5 miles from Lawrence, IN)
- 6 days ago
- Indianapolis, IN (5 miles from Lawrence, IN)
- 6 days ago
JobID: 210596477 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-03-06T17:49:45+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
Private Client Banker - Zionsville - Zionsville, IN - Indy Northwest
- Zionsville, IN (15 miles from Lawrence, IN)
- 8 days ago
- Zionsville, IN (15 miles from Lawrence, IN)
- 8 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...
Personal Banker Associate II - Meridian Parke
- Greenwood, IN (17 miles from Lawrence, IN)
- 9 days ago
- Greenwood, IN (17 miles from Lawrence, IN)
- 9 days ago
Banker job family....
Financial Advisor - Indiana Members Credit Union
- Greenwood, IN (17 miles from Lawrence, IN)
- 10 days ago
- Greenwood, IN (17 miles from Lawrence, IN)
- 10 days ago
Financial Advisor - Indiana Members 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...
- Indianapolis, IN (5 miles from Lawrence, IN)
- 10 days ago
- Indianapolis, IN (5 miles from Lawrence, IN)
- 10 days ago
Job Description Overview The Expense Management team is a small group of financial professionals who focus on detailed analyses of the expense side of the income statement. This position will...
Personal Banker Associate II - Keystone
- Indianapolis, IN (5 miles from Lawrence, IN)
- 10 days ago
- Indianapolis, IN (5 miles from Lawrence, IN)
- 10 days ago
Banker job family....
- Westfield, IN (14 miles from Lawrence, IN)
- 13 days ago
- Westfield, IN (14 miles from Lawrence, IN)
- 13 days ago
Financial Advisor at Everwise Credit Union Financial Advisor at Everwise Credit Union in Westfield, Indiana Posted in Other 2 days ago. Job Description: Job Description: Position Summary: The...
Merrill Market Client Relationship Manager
- Indianapolis, IN (5 miles from Lawrence, IN)
- 15 days ago
- Indianapolis, IN (5 miles from Lawrence, IN)
- 15 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. Merrill...
Personal Banker Associate II - Castleton
- Indianapolis, IN (5 miles from Lawrence, IN)
- 18 days ago
- Indianapolis, IN (5 miles from Lawrence, IN)
- 18 days ago
Banker job family....
- Indianapolis, IN (5 miles from Lawrence, IN)
- 21 days ago
- Indianapolis, IN (5 miles from Lawrence, IN)
- 21 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Demographic Data for Lawrence, IN
Moving to Lawrence, IN? Find some basic demographic data about Lawrence, IN below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lawrence, IN
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lawrence, 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
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