Personal Banker Jobs in Pontiac, 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.
- Birmingham, MI (9 miles from Pontiac, MI)
- 20 hours ago
- Birmingham, MI (9 miles from Pontiac, MI)
- 20 hours ago
Our Birmingham, MI office is a Flagship location and the ideal candidate will need at 2 years of Personal Banker and Teller experience. As well as cross boarder account opening experience....
- Clawson, MI (11 miles from Pontiac, MI)
- 21 hours ago
- Clawson, MI (11 miles from Pontiac, MI)
- 21 hours ago
Location: 330 W 14 Mile Road - Clawson, Michigan 48017 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
- Ortonville, MI (13 miles from Pontiac, MI)
- 7 days ago
- Ortonville, MI (13 miles from Pontiac, MI)
- 7 days ago
Job Summary The Personal Banker is the face of Oxford Bank and will act as the primary customer contact within each branch....
- Troy, MI (8 miles from Pontiac, MI)
- 7 days ago
- Troy, MI (8 miles from Pontiac, MI)
- 7 days ago
Requirements QUALIFICATIONS: High school diploma, and/or 3-5 years of retail banking experience....
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- Troy, MI (8 miles from Pontiac, MI)
- 7 days ago
- Troy, MI (8 miles from Pontiac, MI)
- 7 days ago
Requirements QUALIFICATIONS: High school diploma, and/or 3-5 years of retail banking experience....
- Brighton, MI (24 miles from Pontiac, MI)
- 13 days ago
- Brighton, MI (24 miles from Pontiac, MI)
- 13 days ago
Financial Advisor II More Than A Job! Why do you work each day? To us, our jobs are not just something we do to make a living, it's a way to live. We work to support our members; whether...
Financial Advisor - Genessee County, MI
- Auburn Hills, MI (2 miles from Pontiac, MI)
- 20 days ago
- Auburn Hills, MI (2 miles from Pontiac, MI)
- 20 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 (2 miles from Pontiac, MI)
- 20 days ago
- Auburn Hills, MI (2 miles from Pontiac, MI)
- 20 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...
- Troy, MI (8 miles from Pontiac, MI)
- 21 days ago
- Troy, MI (8 miles from Pontiac, MI)
- 21 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 - PNC Investments
- Rochester Hills, MI (8 miles from Pontiac, MI)
- 22 days ago
- Rochester Hills, MI (8 miles from Pontiac, MI)
- 22 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 (9 miles from Pontiac, MI)
- 23 days ago
- Birmingham, MI (9 miles from Pontiac, MI)
- 23 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...
Private Client Banker- Orchard Lake and Maple- West Bloomfield, MI
- Bloomfield Township, MI (8 miles from Pontiac, MI)
- 30+ days ago
- Bloomfield Township, MI (8 miles from Pontiac, MI)
- 30+ 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 (11 miles from Pontiac, MI)
- 30+ days ago
- Southfield, MI (11 miles from Pontiac, MI)
- 30+ days ago
Banker job family....
HFA Financial Advisor Senior Branch
- Farmington Hills, MI (12 miles from Pontiac, MI)
- 30+ days ago
- Farmington Hills, MI (12 miles from Pontiac, MI)
- 30+ 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 WorkMerrill Experienced Financial Advisor
- Farmington Hills, MI (12 miles from Pontiac, MI)
- 60+ days ago
- Farmington Hills, MI (12 miles from Pontiac, MI)
- 60+ 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....
Demographic Data for Pontiac, MI
Moving to Pontiac, MI? Find some basic demographic data about Pontiac, MI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Pontiac, MI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Pontiac, 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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