Personal Banker Jobs in Middlebury, 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 Constantine, MI Market 16, Region 220
- Constantine, MI (12 miles from Middlebury, IN)
- 1 day ago
- Constantine, MI (12 miles from Middlebury, IN)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 09-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Financial Advisor - PNC Investments
- Granger, IN (21 miles from Middlebury, IN)
- 2 days ago
- Granger, IN (21 miles from Middlebury, 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. We...
- Granger, IN (21 miles from Middlebury, IN)
- 2 days ago
- Granger, IN (21 miles from Middlebury, IN)
- 2 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Granger, IN at the University Gardens branch....
- Sturgis, MI (17 miles from Middlebury, IN)
- 3 days ago
- Sturgis, MI (17 miles from Middlebury, IN)
- 3 days ago
The Personal Banker plays a key role in providing retail banking products and services to new and existing clients and developing new business opportunities....
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Financial Advisor - Interra Credit Union
- Goshen, IN (11 miles from Middlebury, IN)
- 5 days ago
- Goshen, IN (11 miles from Middlebury, IN)
- 5 days ago
Financial Advisor - Interra 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 union...
Demographic Data for Middlebury, IN
Moving to Middlebury, IN? Find some basic demographic data about Middlebury, IN below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Middlebury, IN
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Middlebury, 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
- Risk Management
- Customer Satisfaction
- Referrals
- 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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