Personal Banker Jobs in Michigan City, 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 - PNC Investments
- Laporte, IN (7 miles from Michigan City, IN)
- 1 day ago
- Laporte, IN (7 miles from Michigan City, IN)
- 1 day 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. We...
Personal Banker II - Michigan City IN Branch - Full Time
- Michigan City, IN
- 7 days ago
- Michigan City, IN
- 7 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....
Aspiring Financial Advisor (Westville, Durban North, Pietermaritzburg)
- Westville, IN (8 miles from Michigan City, IN)
- 18 days ago
- Westville, IN (8 miles from Michigan City, IN)
- 18 days ago
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Advisor We are looking for...
- Sawyer, MI (20 miles from Michigan City, IN)
- 30+ days ago
- Sawyer, MI (20 miles from Michigan City, IN)
- 30+ days ago
Banker job family....
Established Financial Advisor (Westville, Highway, Reservoir Hills, Sherwood and Greater Durban)
- Westville, IN (8 miles from Michigan City, IN)
- 60+ days ago
- Westville, IN (8 miles from Michigan City, IN)
- 60+ days ago
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self-motivated and dynamic individuals who...
Aspiring Financial Advisor (Westville, Highway, Reservoir Hills, Sherwood and Greater Durban)
- Westville, IN (8 miles from Michigan City, IN)
- 60+ days ago
- Westville, IN (8 miles from Michigan City, IN)
- 60+ days ago
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Advisor We are looking for...
Demographic Data for Michigan City, IN
Moving to Michigan City, IN? Find some basic demographic data about Michigan City, IN below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Michigan City, IN
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Michigan City, 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
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