Personal Banker Jobs in East Grand Rapids, 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.
- Grand Rapids, MI (2 miles from East Grand Rapids, MI)
- 2 days ago
- Grand Rapids, MI (2 miles from East Grand Rapids, MI)
- 2 days ago
Financial Advisor Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients,...
- Grand Rapids, MI (2 miles from East Grand Rapids, MI)
- 10 days ago
- Grand Rapids, MI (2 miles from East Grand Rapids, MI)
- 10 days ago
Financial Advisor Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients,...
Financial Advisor - Financial Firm - Grand Rapids, MI
- Grand Rapids, MI (2 miles from East Grand Rapids, MI)
- 15 days ago
- Grand Rapids, MI (2 miles from East Grand Rapids, MI)
- 15 days ago
Financial Advisor Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients,...
US Experienced Financial Advisor
- Grand Rapids, MI (2 miles from East Grand Rapids, MI)
- 16 days ago
- Grand Rapids, MI (2 miles from East Grand Rapids, MI)
- 16 days ago
JOB DETAILS Job Details US Experienced Financial Advisor Job Code Number 191946204 Job Description We're bullish about your future here. Your experience is valuable to us - and we know you have...
- Kentwood, MI (5 miles from East Grand Rapids, MI)
- 17 days ago
- Kentwood, MI (5 miles from East Grand Rapids, MI)
- 17 days ago
Banker job family....
- Grand Rapids, MI (2 miles from East Grand Rapids, MI)
- 30+ days ago
- Grand Rapids, MI (2 miles from East Grand Rapids, MI)
- 30+ days ago
Banker job family....
Financial Analyst, Engagement Financial Advisor Practice
- Grand Rapids, MI (2 miles from East Grand Rapids, MI)
- 90+ days ago
- Grand Rapids, MI (2 miles from East Grand Rapids, MI)
- 90+ days 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...
Lead Financial Advisor - Financial Firm - Grand Rapids, MI
- Grand Rapids, MI (2 miles from East Grand Rapids, MI)
- 90+ days ago
- Grand Rapids, MI (2 miles from East Grand Rapids, MI)
- 90+ days ago
Lead Financial Advisor Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients,...
Demographic Data for East Grand Rapids, MI
Moving to East Grand Rapids, MI? Find some basic demographic data about East Grand Rapids, MI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in East Grand Rapids, MI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in East Grand Rapids, 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
- 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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