Personal Banker Jobs in Livonia, 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.
- Troy, MI (19 miles from Livonia, MI)
- 1 day ago
- Troy, MI (19 miles from Livonia, MI)
- 1 day ago
GET MORE OUT OF YOUR CAREER Choose a career where changing someone else's life for the better is also life-changing for you - personally, professionally and financially. FINANCIAL PLANNING WITH...
HFA Financial Advisor Senior - Branch
- Birmingham, MI (14 miles from Livonia, MI)
- 2 days ago
- Birmingham, MI (14 miles from Livonia, MI)
- 2 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 WorkFinancial Advisor - PNC Investments
- Birmingham, MI (14 miles from Livonia, MI)
- 2 days ago
- Birmingham, MI (14 miles from Livonia, MI)
- 2 days ago
Financial Advisor - PNC Investments location Birmingham, Michigan, United States of America category PNC Investments Full time Job ID: R184381 Posted: Mar 6th 2025 JOB DESCRIPTION Position...
- Redford, MI (4 miles from Livonia, MI)
- 4 days ago
- Redford, MI (4 miles from Livonia, MI)
- 4 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Merrill Experienced Financial Advisor
- Farmington Hills, MI (9 miles from Livonia, MI)
- 5 days ago
- Farmington Hills, MI (9 miles from Livonia, MI)
- 5 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. Merrill...
- Commerce Township, MI (16 miles from Livonia, MI)
- 7 days ago
- Commerce Township, MI (16 miles from Livonia, MI)
- 7 days ago
Banker job family....
Private Client Financial Advisor
- Southgate, MI (14 miles from Livonia, MI)
- 7 days ago
- Southgate, MI (14 miles from Livonia, MI)
- 7 days ago
lending and banking solutions Digital literacy and experience Experience with investment product referrals and sales Knowledgeable of regulatory requirements to ensure a sound control environment Commissioned...
- West Bloomfield, MI (12 miles from Livonia, MI)
- 9 days ago
- West Bloomfield, MI (12 miles from Livonia, MI)
- 9 days ago
Banker job family....
- Canton, MI (6 miles from Livonia, MI)
- 10 days ago
- Canton, MI (6 miles from Livonia, MI)
- 10 days ago
Location: Canton, MA (Hybrid) In this position, you'll be based in the Canton,MA office for a minimum of three days a week, with the flexibility to work from home for some of your working week....
Remote WorkPrivate Client Banker- West Maple Inkster- Bloomfield Hills, MI
- Bloomfield Hills, MI (12 miles from Livonia, MI)
- 13 days ago
- Bloomfield Hills, MI (12 miles from Livonia, MI)
- 13 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...
US Experienced Financial Advisor
- Warren, MI (22 miles from Livonia, MI)
- 15 days ago
- Warren, MI (22 miles from Livonia, MI)
- 15 days ago
JOB DETAILS Job Details US Experienced Financial Advisor Job Code Number 191946205 Job Description We're bullish about your future here. Your experience is valuable to us - and we know you have...
Financial Advisor - Michigan State University Federal Credit Union
- Auburn Hills, MI (19 miles from Livonia, MI)
- 21 days ago
- Auburn Hills, MI (19 miles from Livonia, MI)
- 21 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 (10 miles from Livonia, MI)
- 22 days ago
- Novi, MI (10 miles from Livonia, MI)
- 22 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Retirement Planner/Financial Advisor
- Troy, MI (19 miles from Livonia, MI)
- 22 days ago
- Troy, MI (19 miles from Livonia, MI)
- 22 days ago
Golden Reserve is looking for an experienced financial retirement planner. We know the challenges you face to make it in the financial industry. Particularly, if you dont inherit a book of...
- Plymouth, MI (8 miles from Livonia, MI)
- 29 days ago
- Plymouth, MI (8 miles from Livonia, MI)
- 29 days ago
JOB DETAILS Job Details Senior Financial Advisor Job Code Number 280747263 Job Description Description First Merchants Bank is seeking a Senior Financial Advisor to join our team. This position...
Demographic Data for Livonia, MI
Moving to Livonia, MI? Find some basic demographic data about Livonia, MI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Livonia, MI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Livonia, 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
- 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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