Personal Banker Jobs in Okemos, 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.
Private Client Banker- South Pennsylvania- Lansing, MI
- Lansing, MI (6 miles from Okemos, MI)
- 1 day ago
- Lansing, MI (6 miles from Okemos, MI)
- 1 day 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...
- Saint Johns, MI (20 miles from Okemos, MI)
- 3 days ago
- Saint Johns, MI (20 miles from Okemos, MI)
- 3 days ago
and providing exceptional customer service Excellent problem solver Experience working in Retail Banking is preferred Personal Banker: Work Schedule On average, this position works banking hours Monday...
Banker job family....
Float Personal Banker Associate 1
- East Lansing, MI (2 miles from Okemos, MI)
- 10 days ago
- East Lansing, MI (2 miles from Okemos, MI)
- 10 days ago
Banker job family....
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- Lansing, MI (6 miles from Okemos, MI)
- 12 days ago
- Lansing, MI (6 miles from Okemos, MI)
- 12 days ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
- Saint Johns, MI (20 miles from Okemos, MI)
- 30+ days ago
- Saint Johns, MI (20 miles from Okemos, MI)
- 30+ days ago
#LI-AN1 Personal Banker Associate II LOCATION -- St....
Financial Advisor - Lansing, MI
- Lansing, MI (6 miles from Okemos, MI)
- 60+ days ago
- Lansing, MI (6 miles from Okemos, MI)
- 60+ days ago
As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable...
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
Demographic Data for Okemos, MI
Moving to Okemos, MI? Find some basic demographic data about Okemos, MI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Okemos, MI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Okemos, 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
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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