Personal Banker Jobs in Hartland, 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.
Financial Advisor - Genessee County, MI
- Auburn Hills, MI (21 miles from Hartland, MI)
- 3 days ago
- Auburn Hills, MI (21 miles from Hartland, MI)
- 3 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 - Detroit, MI
- Auburn Hills, MI (21 miles from Hartland, MI)
- 3 days ago
- Auburn Hills, MI (21 miles from Hartland, MI)
- 3 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...
Private Client Banker- Orchard Lake and Maple- West Bloomfield, MI
- Bloomfield Township, MI (23 miles from Hartland, MI)
- 20 days ago
- Bloomfield Township, MI (23 miles from Hartland, MI)
- 20 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...
- Southfield, MI (24 miles from Hartland, MI)
- 21 days ago
- Southfield, MI (24 miles from Hartland, MI)
- 21 days ago
Banker job family....
HFA Financial Advisor Senior Branch
- Farmington Hills, MI (18 miles from Hartland, MI)
- 22 days ago
- Farmington Hills, MI (18 miles from Hartland, MI)
- 22 days ago
Description Summary: The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become...
Remote WorkPrivate Client Banker- Orchard Lake and Pontiac Trail- Orchard Lake, MI
- Orchard Lake, MI (17 miles from Hartland, MI)
- 24 days ago
- Orchard Lake, MI (17 miles from Hartland, MI)
- 24 days ago
JobID: 210597916 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-03-26T19:19:16+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
Private Client Banker- Orchard Lake and Maple- West Bloomfield, MI
- West Bloomfield, MI (18 miles from Hartland, MI)
- 26 days ago
- West Bloomfield, MI (18 miles from Hartland, MI)
- 26 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...
Merrill Experienced Financial Advisor
- Farmington Hills, MI (18 miles from Hartland, MI)
- 30+ days ago
- Farmington Hills, MI (18 miles from Hartland, MI)
- 30+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Financial Advisor - Michigan State University Federal Credit Union
- Auburn Hills, MI (21 miles from Hartland, MI)
- 45+ days ago
- Auburn Hills, MI (21 miles from Hartland, MI)
- 45+ days ago
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Michigan State...
- Novi, MI (15 miles from Hartland, MI)
- 60+ days ago
- Novi, MI (15 miles from Hartland, MI)
- 60+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Novi, MI (17 miles from Hartland, MI)
- 60+ days ago
- Novi, MI (17 miles from Hartland, MI)
- 60+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
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...
Client Relationship Manager - Starting 2025!
- Pontiac, MI (21 miles from Hartland, MI)
- 90+ days ago
- Pontiac, MI (21 miles from Hartland, MI)
- 90+ days ago
At United Wholesale Mortgage, success has no limit especially among our Account Executives. This hardworking team is one of the biggest forces behind our businesss achievements, working diligently...
Demographic Data for Hartland, MI
Moving to Hartland, MI? Find some basic demographic data about Hartland, MI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Hartland, MI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Hartland, 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
- 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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