Personal Banker Jobs in Council Bluffs, 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.
- Omaha, NE (3 miles from Council Bluffs, IA)
- 8 days ago
- Omaha, NE (3 miles from Council Bluffs, IA)
- 8 days 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...
Personal Banker - Shadow Lake (Papillion, NE)
- Papillion, NE (12 miles from Council Bluffs, IA)
- 20 hours ago
- Papillion, NE (12 miles from Council Bluffs, IA)
- 20 hours ago
Banker!...
- Gretna, NE (21 miles from Council Bluffs, IA)
- 21 hours ago
- Gretna, NE (21 miles from Council Bluffs, IA)
- 21 hours ago
Banker!...
Private Client Banker - Lakeside Branch - Omaha, NE
- Omaha, NE (3 miles from Council Bluffs, IA)
- 1 day ago
- Omaha, NE (3 miles from Council Bluffs, IA)
- 1 day ago
JobID: 210605254 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-03-11T17:36:55+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
Financial Advisor - NE - Omaha
- Omaha, NE (3 miles from Council Bluffs, IA)
- 1 day ago
- Omaha, NE (3 miles from Council Bluffs, IA)
- 1 day 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...
First National Bank of Omaha Financial Advisor in Council Bluffs , Iowa At FNBO, our employees are the heart of our storyand we're committed to their success! Please see below the details of this...
- Louisville, NE (20 miles from Council Bluffs, IA)
- 45+ days ago
- Louisville, NE (20 miles from Council Bluffs, IA)
- 45+ days ago
Serve as a consumer lender trainee in processing loan requests per the bank's policy and guidelines....
Financial Advisor - Cornhusker Bank
- Omaha, NE (3 miles from Council Bluffs, IA)
- 60+ days ago
- Omaha, NE (3 miles from Council Bluffs, IA)
- 60+ 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 Cornhusker Bank in...
- Papillion, NE (12 miles from Council Bluffs, IA)
- 90+ days ago
- Papillion, NE (12 miles from Council Bluffs, IA)
- 90+ days ago
Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our...
Demographic Data for Council Bluffs, IA
Moving to Council Bluffs, IA? Find some basic demographic data about Council Bluffs, IA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Council Bluffs, IA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Council Bluffs, 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
Other Career Titles
Here are some other career titles that require similar skills
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