Personal Banker Jobs in Indianola, 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.
We offer competitive compensation, excellent benefits, opportunities for professional growth, community involvement, and a positive work environment.Position: Personal Banker (Indianola Location)Responsibilities...
Financial Advisor - Central Iowa/Des Moines/Ames/Fort Dodge
- Des Moines, IA (20 miles from Indianola, IA)
- 30+ days ago
- Des Moines, IA (20 miles from Indianola, IA)
- 30+ 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 Indianola, IA)
- 30+ days ago
- West Des Moines, IA (15 miles from Indianola, IA)
- 30+ 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...
Financial Advisor in West Des Moines Iowa
- West Des Moines, IA (15 miles from Indianola, IA)
- 60+ days ago
- West Des Moines, IA (15 miles from Indianola, IA)
- 60+ 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...
Demographic Data for Indianola, IA
Moving to Indianola, IA? Find some basic demographic data about Indianola, IA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Indianola, IA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Indianola, 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
- Mortgage Lending
- Account Opening
- 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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