Personal Banker Jobs in Berkley, MI
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.
Engagement Financial Advisor Analyst
- Detroit, MI (12 miles from Berkley, MI)
- 23 hours ago
- Detroit, MI (12 miles from Berkley, MI)
- 23 hours ago
Position Summary Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk...
Financial Advisor - Genessee County, MI
- Auburn Hills, MI (11 miles from Berkley, MI)
- 1 day ago
- Auburn Hills, MI (11 miles from Berkley, MI)
- 1 day ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Financial Advisor - Detroit, MI
- Auburn Hills, MI (11 miles from Berkley, MI)
- 1 day ago
- Auburn Hills, MI (11 miles from Berkley, MI)
- 1 day ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
- Troy, MI (7 miles from Berkley, MI)
- 2 days ago
- Troy, MI (7 miles from Berkley, MI)
- 2 days ago
Client Relationship Manager About the Role: As a vital member of our team, the Client Relationship Manager plays a pivotal role in ensuring the seamless delivery of high-quality products and...
Financial Advisor - Southeast MI
- Detroit, MI (12 miles from Berkley, MI)
- 2 days ago
- Detroit, MI (12 miles from Berkley, MI)
- 2 days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Financial Advisor - Genessee County, MI
- Detroit, MI (12 miles from Berkley, MI)
- 2 days ago
- Detroit, MI (12 miles from Berkley, MI)
- 2 days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Customer Relationship Manager - Mt. Clemens, MI or Green Bay, WI
- Mount Clemens, MI (16 miles from Berkley, MI)
- 3 days ago
- Mount Clemens, MI (16 miles from Berkley, MI)
- 3 days ago
POSITION SUMMARY: Responsible for leading the development and implementation of customer relationship management strategies for the Fielmann USA retail and ecommerce businesses. Utilize CRM...
Remote Work- Farmington, MI (11 miles from Berkley, MI)
- 3 days ago
- Farmington, MI (11 miles from Berkley, MI)
- 3 days ago
Find jobs SEARCH Enter anybination of title, description,pany name and location to find jobs.
- Madison Heights, MI (3 miles from Berkley, MI)
- 3 days ago
- Madison Heights, MI (3 miles from Berkley, MI)
- 3 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Financial Advisor - PNC Investments
- Rochester Hills, MI (15 miles from Berkley, MI)
- 3 days ago
- Rochester Hills, MI (15 miles from Berkley, MI)
- 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. We...
Financial Advisor - PNC Investments
- Birmingham, MI (3 miles from Berkley, MI)
- 4 days ago
- Birmingham, MI (3 miles from Berkley, MI)
- 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. We...
- Chesterfield, MI (22 miles from Berkley, MI)
- 8 days ago
- Chesterfield, MI (22 miles from Berkley, MI)
- 8 days ago
Banker job family....
- Oakland, MI (15 miles from Berkley, MI)
- 10 days ago
- Oakland, MI (15 miles from Berkley, MI)
- 10 days ago
Job Summary The Personal Banker is the face of Oxford Bank and will act as the primary customer contact within each branch....
Private Client Banker- Monroe Beech- Dearborn, MI
- Dearborn, MI (13 miles from Berkley, MI)
- 17 days ago
- Dearborn, MI (13 miles from Berkley, MI)
- 17 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...
Private Client Banker- Orchard Lake and Maple- West Bloomfield, MI
- Bloomfield Township, MI (5 miles from Berkley, MI)
- 18 days ago
- Bloomfield Township, MI (5 miles from Berkley, MI)
- 18 days ago
Private Client Banker- Orchard Lake and Maple- West Bloomfield, MI West Bloomfield, MI, United States JOB INFORMATION Job Identification 210610165 Job Category Private Client Bankers Business Unit...
Demographic Data for Berkley, MI
Moving to Berkley, MI? Find some basic demographic data about Berkley, MI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Berkley, MI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Berkley, MI 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
- 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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