Personal Banker Jobs in Iowa
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
- 16 hours ago
- Des Moines, IA
- 16 hours 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...
Financial Advisor - SD - Sioux Falls/IA - Sioux City
- Sioux City, IA
- 9 hours ago
- Sioux City, IA
- 9 hours 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...
Summary The Client Relationship Manager is the primary customer contact for Workiva Managed Services and is responsible for customer activities from the initial stages of onboarding to project...
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...
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...
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
- 2 days ago
- Des Moines, IA
- 2 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...
Personal Banker Associate II - Callender Lane (Hendersonville, TN)
- Callender, IA
- 4 days ago
- Callender, IA
- 4 days ago
Banker job family....
Financial Advisor - West Des Moines, IA
- West Des Moines, IA
- 4 days ago
- West Des Moines, IA
- 4 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...
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
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 - Eastern Iowa/Cedar Rapids/Quad Cities
- Cedar Rapids, IA
- 7 days ago
- Cedar Rapids, IA
- 7 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...
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...
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of...
Post Personal Banker Job Category: Retail Banking Requisition Number: PERSO001980 Posting Details Posted: February 26, 2025 Full-Time On-site Locations Showing 1 location Spirit Lake - 05 Spirit Lake...
Demographic Data for Iowa
Moving to Iowa? Find some basic demographic data about Iowa below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Iowa
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Iowa 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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