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.
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...
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...
Financial Advisor Are you looking to expand your career and join a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing...
Retail Personal Banker Associate I - Illinois Road Bench
- Fort Wayne, IN
- 17 hours ago
- Fort Wayne, IN
- 17 hours ago
Banker job family....
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...
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...
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...
Retail Personal Banker Associate I - Connersville
- Connersville, IN
- 2 days ago
- Connersville, IN
- 2 days ago
Banker job family....
As an intern you will be given meaningful and challenging assignments during the 10-week summer program. This is a unique opportunity to gain experience and industry knowledge through summer daily...
Banker job family....
Personal Banker II - Michigan City IN Branch - Full Time
- Michigan City, IN
- 5 days ago
- Michigan City, IN
- 5 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....
Private Client Banker - Rockville Rd - Indianapolis, IN
- Indianapolis, IN
- 5 days ago
- Indianapolis, IN
- 5 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...
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...
Banker job family....
Financial Advisor - Lockport, Merrillville & Surrounding Areas
- Merrillville, IN
- 6 days ago
- Merrillville, IN
- 6 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...
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
- 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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