Personal Banker Jobs in Crestwood, KY
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.
Float Personal Banker Associate I - Louisville, KY
- Louisville, KY (18 miles from Crestwood, KY)
- 1 day ago
- Louisville, KY (18 miles from Crestwood, KY)
- 1 day ago
Float Personal Banker Associate I - Louisville, KY LOCATION -- Louisville, Kentucky 40241 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and...
Financial Advisor - PNC Investments
- Louisville, KY (18 miles from Crestwood, KY)
- 3 days ago
- Louisville, KY (18 miles from Crestwood, KY)
- 3 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers....
- Louisville, KY (19 miles from Crestwood, KY)
- 3 days ago
- Louisville, KY (19 miles from Crestwood, KY)
- 3 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Financial Advisor - PNC Investments
- Louisville, KY (8 miles from Crestwood, KY)
- 4 days ago
- Louisville, KY (8 miles from Crestwood, KY)
- 4 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers....
Personal Banker Associate I - Shelbyville, IN
- Shelbyville, KY (16 miles from Crestwood, KY)
- 7 days ago
- Shelbyville, KY (16 miles from Crestwood, KY)
- 7 days ago
Banker job family....
Financial Advisor Branch Intern
- New Albany, IN (22 miles from Crestwood, KY)
- 11 days ago
- New Albany, IN (22 miles from Crestwood, KY)
- 11 days ago
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...
- Jeffersonville, IN (18 miles from Crestwood, KY)
- 13 days ago
- Jeffersonville, IN (18 miles from Crestwood, KY)
- 13 days ago
Job Title: Personal Banker Overview: As a Personal Banker, you are the client's trusted advisor, helping with their banking needs through meaningful conversations and deep product knowledge to suggest...
- Louisville, KY (18 miles from Crestwood, KY)
- 17 days ago
- Louisville, KY (18 miles from Crestwood, KY)
- 17 days ago
Retail Personal Banker I - Downtown, St....
Personal Banker II - Louisville, KY
- Louisville, KY (18 miles from Crestwood, KY)
- 17 days ago
- Louisville, KY (18 miles from Crestwood, KY)
- 17 days ago
Banker job family....
Personal Banker II Poplar Level
- Louisville, KY (18 miles from Crestwood, KY)
- 17 days ago
- Louisville, KY (18 miles from Crestwood, KY)
- 17 days ago
GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers....
- Louisville, KY (18 miles from Crestwood, KY)
- 19 days ago
- Louisville, KY (18 miles from Crestwood, KY)
- 19 days ago
Nearly 23 years ago, 23-year-old Matthew Dicken grew frustrated with the issues plaguing the financial services industry and set out on a mission to change the industry standard and prioritize...
- Audubon Park, KY (19 miles from Crestwood, KY)
- 21 days ago
- Audubon Park, KY (19 miles from Crestwood, KY)
- 21 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Personal Banker Associate II - Downtown Louisville and surrounding areas
- Louisville, KY (18 miles from Crestwood, KY)
- 45+ days ago
- Louisville, KY (18 miles from Crestwood, KY)
- 45+ days ago
Banker job family....
- Louisville, KY (18 miles from Crestwood, KY)
- 45+ days ago
- Louisville, KY (18 miles from Crestwood, KY)
- 45+ days ago
Banker job family....
Retail Personal Banker II - Shelbyville Financial Center
- Shelbyville, KY (16 miles from Crestwood, KY)
- 45+ days ago
- Shelbyville, KY (16 miles from Crestwood, KY)
- 45+ days ago
GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers....
Demographic Data for Crestwood, KY
Moving to Crestwood, KY? Find some basic demographic data about Crestwood, KY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Crestwood, KY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Crestwood, KY 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
- 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
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