Personal Banker Jobs in Lawrence, KS
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.
Central Investment Advisors (CIA) is responsible for providing non-deposit investment products to the holding company customer base throughout the entire company footprint. CIA employs...
Private Client Banker - Naismith and W 23rd Branch - Lawrence, KS
- Lawrence, KS
- 18 days ago
- Lawrence, KS
- 18 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
- Lk Of the Fst, KS (15 miles from Lawrence, KS)
- 30+ days ago
- Lk Of the Fst, KS (15 miles from Lawrence, KS)
- 30+ days ago
Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKF's clients....
- Olathe, KS (23 miles from Lawrence, KS)
- 30+ days ago
- Olathe, KS (23 miles from Lawrence, KS)
- 30+ days ago
Hours: Hours vary between 7:00am 7:00pm Monday-Friday; 9:00am-1:00pm Saturday Role: Personal Bankers assist existing and potential bank customers with products and services....
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About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people...
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...
Private Client Banker - KC West Market - Olathe, KS
- Olathe, KS (23 miles from Lawrence, KS)
- 45+ days ago
- Olathe, KS (23 miles from Lawrence, KS)
- 45+ days ago
JobID: 210601036 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-03-11T20:03:14+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
- Leavenworth, KS (21 miles from Lawrence, KS)
- 90+ days ago
- Leavenworth, KS (21 miles from Lawrence, KS)
- 90+ days ago
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
Demographic Data for Lawrence, KS
Moving to Lawrence, KS? Find some basic demographic data about Lawrence, KS below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lawrence, KS
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lawrence, KS 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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