Personal Banker Jobs in Valparaiso, 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 (17 miles from Valparaiso, IN)
- 1 day ago
- Laporte, IN (17 miles from Valparaiso, 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 (17 miles from Valparaiso, IN)
- 7 days ago
- Michigan City, IN (17 miles from Valparaiso, 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....
- Merrillville, IN (16 miles from Valparaiso, IN)
- 7 days ago
- Merrillville, IN (16 miles from Valparaiso, IN)
- 7 days ago
About MidCoast Wealth Advisors Why We Do What We Do: We believe people deserve great financial advice without the fear of being sold to. We advise our clients with their long-term best interests...
Financial Advisor - Lockport, Merrillville & Surrounding Areas
- Merrillville, IN (16 miles from Valparaiso, IN)
- 8 days ago
- Merrillville, IN (16 miles from Valparaiso, IN)
- 8 days ago
As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable...
Aspiring Financial Advisor (Westville, Durban North, Pietermaritzburg)
- Westville, IN (8 miles from Valparaiso, IN)
- 18 days ago
- Westville, IN (8 miles from Valparaiso, 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...
Established Financial Advisor (Westville, Highway, Reservoir Hills, Sherwood and Greater Durban)
- Westville, IN (8 miles from Valparaiso, IN)
- 60+ days ago
- Westville, IN (8 miles from Valparaiso, 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 Valparaiso, IN)
- 60+ days ago
- Westville, IN (8 miles from Valparaiso, 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 Valparaiso, IN
Moving to Valparaiso, IN? Find some basic demographic data about Valparaiso, IN below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Valparaiso, IN
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Valparaiso, 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 »