Personal Banker Jobs in Shelby Township, 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.
Entry Level Financial Advisor - MI, Troy (2797)
- Troy, MI (8 miles from Shelby Township, MI)
- 2 hours ago
- Troy, MI (8 miles from Shelby Township, MI)
- 2 hours ago
Entry Level Financial Advisor - MI, Troy (2797) ( PIN_17880 ) Primary Location : UNITED STATES-MI-Troy Organization : Equitable Advisors Description Equitable Advisors is a respected wealth...
- Sterling Heights, MI (8 miles from Shelby Township, MI)
- 1 day ago
- Sterling Heights, MI (8 miles from Shelby Township, MI)
- 1 day ago
Michigan Financial Companies is an independent financial services firm based in Southfield, Michigan, with approximately 100 independent advisors across 30+ branch offices. We are looking for...
Financial Advisor - Career Changers Encouraged to Apply
- Troy, MI (8 miles from Shelby Township, MI)
- 1 day ago
- Troy, MI (8 miles from Shelby Township, MI)
- 1 day ago
Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial...
- Troy, MI (8 miles from Shelby Township, MI)
- 3 days ago
- Troy, MI (8 miles from Shelby Township, MI)
- 3 days 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 (13 miles from Shelby Township, MI)
- 4 days ago
- Birmingham, MI (13 miles from Shelby Township, MI)
- 4 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 (13 miles from Shelby Township, MI)
- 5 days ago
- Birmingham, MI (13 miles from Shelby Township, MI)
- 5 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...
Financial Advisor - Syracuse, NY
- Rochester, MI (8 miles from Shelby Township, MI)
- 6 days ago
- Rochester, MI (8 miles from Shelby Township, MI)
- 6 days ago
Description Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate....
- Redford, MI (24 miles from Shelby Township, MI)
- 6 days ago
- Redford, MI (24 miles from Shelby Township, MI)
- 6 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Merrill Experienced Financial Advisor
- Farmington Hills, MI (23 miles from Shelby Township, MI)
- 7 days ago
- Farmington Hills, MI (23 miles from Shelby Township, MI)
- 7 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...
Customer Relationship Manager - Mt. Clemens, MI or Green Bay, WI
- Mount Clemens, MI (8 miles from Shelby Township, MI)
- 10 days ago
- Mount Clemens, MI (8 miles from Shelby Township, MI)
- 10 days ago
OSITION SUMMARY: Responsible for leading the development and implementation of customer relationship management strategies for the Fielmann USA retail and ecommerce businesses. Utilize CRM...
Remote Work- West Bloomfield, MI (21 miles from Shelby Township, MI)
- 11 days ago
- West Bloomfield, MI (21 miles from Shelby Township, MI)
- 11 days ago
Banker job family....
- Clinton Township, MI (9 miles from Shelby Township, MI)
- 15 days ago
- Clinton Township, MI (9 miles from Shelby Township, MI)
- 15 days ago
Financial Advisor Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over...
Private Client Banker- West Maple Inkster- Bloomfield Hills, MI
- Bloomfield Hills, MI (16 miles from Shelby Township, MI)
- 16 days ago
- Bloomfield Hills, MI (16 miles from Shelby Township, MI)
- 16 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 (10 miles from Shelby Township, MI)
- 18 days ago
- Warren, MI (10 miles from Shelby Township, MI)
- 18 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 (15 miles from Shelby Township, MI)
- 24 days ago
- Auburn Hills, MI (15 miles from Shelby Township, MI)
- 24 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...
Demographic Data for Shelby Township, MI
Moving to Shelby Township, MI? Find some basic demographic data about Shelby Township, MI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Shelby Township, MI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Shelby Township, 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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Here are some other career titles that require similar skills
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