Personal Banker Jobs in Paola, 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.
- Overland Park, KS (19 miles from Paola, KS)
- 1 day ago
- Overland Park, KS (19 miles from Paola, KS)
- 1 day 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....
Come be a part of something greater! Great Southern Bank is committed to fostering an environment where everyone can contribute and succeed at every level. By embracing diversity, we celebrate and...
- Overland Park, KS (19 miles from Paola, KS)
- 8 days ago
- Overland Park, KS (19 miles from Paola, KS)
- 8 days ago
Holistic Wealth Management: Deliver solutions across savings, investments, planning, and insurance to support clients' wealth preservation and long-term goals....
- Overland Park, KS (19 miles from Paola, KS)
- 14 days ago
- Overland Park, KS (19 miles from Paola, KS)
- 14 days ago
Physical Requirements The work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday....
- Olathe, KS (21 miles from Paola, KS)
- 18 days ago
- Olathe, KS (21 miles from Paola, KS)
- 18 days ago
This job posting is anticipated to remain open for 30 days, from 03-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Olathe, KS (21 miles from Paola, KS)
- 25 days ago
- Olathe, KS (21 miles from Paola, KS)
- 25 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....
Personal Banker - Blue Valley Parkway Branch Overland Park, KS
- Overland Park, KS (19 miles from Paola, KS)
- 30+ days ago
- Overland Park, KS (19 miles from Paola, KS)
- 30+ days ago
Check out a day in the life of a Personal Banker!...
Private Client Banker - KC West Market - Olathe, KS
- Olathe, KS (21 miles from Paola, KS)
- 30+ days ago
- Olathe, KS (21 miles from Paola, KS)
- 30+ 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...
Demographic Data for Paola, KS
Moving to Paola, KS? Find some basic demographic data about Paola, KS below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Paola, KS
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Paola, 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
- Mortgage Lending
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- 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
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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