Personal Banker Jobs in Carlisle, IA
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 - Career Change Opportunity
- Des Moines, IA (10 miles from Carlisle, IA)
- 1 day ago
- Des Moines, IA (10 miles from Carlisle, IA)
- 1 day ago
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...
Retail - Client Relationship Manager
- Ankeny, IA (17 miles from Carlisle, IA)
- 1 day ago
- Ankeny, IA (17 miles from Carlisle, IA)
- 1 day ago
Job Summary We are seeking an experienced Client Relationship Manager with 15 to 18 years of experience to join our team. The ideal candidate will have a strong background in CRM Service CRM Sales...
- Des Moines, IA (10 miles from Carlisle, IA)
- 2 days ago
- Des Moines, IA (10 miles from Carlisle, IA)
- 2 days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
Financial Advisor Branch Intern
- Bondurant, IA (17 miles from Carlisle, IA)
- 3 days ago
- Bondurant, IA (17 miles from Carlisle, IA)
- 3 days ago
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...
Financial Advisor - Central Iowa/Des Moines/Ames/Fort Dodge
- Des Moines, IA (10 miles from Carlisle, IA)
- 3 days ago
- Des Moines, IA (10 miles from Carlisle, IA)
- 3 days ago
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...
Financial Advisor - West Des Moines, IA
- West Des Moines, IA (15 miles from Carlisle, IA)
- 5 days ago
- West Des Moines, IA (15 miles from Carlisle, IA)
- 5 days ago
Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance...
Personal Banker Des Monies, IA
- Des Moines, IA (10 miles from Carlisle, IA)
- 7 days ago
- Des Moines, IA (10 miles from Carlisle, IA)
- 7 days ago
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. Its about finding all of the elements that help you...
Financial Advisor - Notre Dame Credit Union
- Grimes, IA (22 miles from Carlisle, IA)
- 8 days ago
- Grimes, IA (22 miles from Carlisle, IA)
- 8 days ago
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Notre Dame Credit...
Client Service Consultant, Employee Benefits
- Waukee, IA (21 miles from Carlisle, IA)
- 29 days ago
- Waukee, IA (21 miles from Carlisle, IA)
- 29 days ago
We are looking to add a Client Service Consultant to join our Employee Benefits team in Waukee, IA. Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity...
Financial Advisor in West Des Moines Iowa
- West Des Moines, IA (15 miles from Carlisle, IA)
- 30+ days ago
- West Des Moines, IA (15 miles from Carlisle, IA)
- 30+ days ago
Job Description FA Job Description: Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future...
- Des Moines, IA (10 miles from Carlisle, IA)
- 30+ days ago
- Des Moines, IA (10 miles from Carlisle, IA)
- 30+ days ago
Financial Advisor Palmer Group is partnering with a leading financial services firm in Des Moines to hire an experienced Financial Advisor to help manage a rapidly growing book of business. This...
- West Des Moines, IA (15 miles from Carlisle, IA)
- 60+ days ago
- West Des Moines, IA (15 miles from Carlisle, IA)
- 60+ days ago
If youre looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial...
Financial Advisor - Ankeny, IA
- Ankeny, IA (17 miles from Carlisle, IA)
- 90+ days ago
- Ankeny, IA (17 miles from Carlisle, IA)
- 90+ days ago
Job Duties and Responsibilities: A id customers in financial investment and asset management. Handles the insurance related issues of the clients to assist them in making comprehensive plans in...
Demographic Data for Carlisle, IA
Moving to Carlisle, IA? Find some basic demographic data about Carlisle, IA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Carlisle, IA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Carlisle, IA 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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Here are some other career titles that require similar skills
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