Personal Banker Jobs in Indiana
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.
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients -...
Requirements QUALIFICATIONS: High school diploma, and/or 3-5 years of retail banking experience....
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Float Personal Banker Associate I - North Indy
- Indianapolis, IN
- 1 day ago
- Indianapolis, IN
- 1 day ago
Float Personal Banker Associate I - North Indy LOCATION -- Indianapolis, Indiana 46250 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure...
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....
Personal Banker Associate II - Ft....
A financial advisor is a Culture Advocate role at MidCoast Wealth Advisors that embodies the core values and works toward The Mission. The Mission: To hear well done from our team, clients, and...
Looking for a Financial Planner for a strong bank in SW Indiana. Please reach out to me directly ... and email resumes to .... You will act as a trusted advisor to, and advocate for, clients and...
Looking for a Financial Planner for a strong bank in SW Indiana. Please reach out to me directly ... and email resumes to .... You will act as a trusted advisor to, and advocate for, clients and...
Looking for a Financial Planner for a strong bank in SW Indiana. Please reach out to me directly ... and email resumes to .... You will act as a trusted advisor to, and advocate for, clients and...
As a full time Personal Banker within PNC's Retail branch organization, you will be based in Schererville, IN. Bilingual Spanish preferred....
Private Client Banker - NW Indiana Market - Valparaiso, IN
- Valparaiso, IN
- 4 days ago
- Valparaiso, IN
- 4 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...
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote WorkMortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
The Personal Banker position is included in a workplace model that does not allow remote work....
Demographic Data for Indiana
Moving to Indiana? Find some basic demographic data about Indiana below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Indiana
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Indiana 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
- Mortgage Lending
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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