Personal Banker Jobs in Waterford, 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 (5 miles from Waterford, MI)
- 2 days ago
- Auburn Hills, MI (5 miles from Waterford, MI)
- 2 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 (5 miles from Waterford, MI)
- 2 days ago
- Auburn Hills, MI (5 miles from Waterford, MI)
- 2 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 (13 miles from Waterford, MI)
- 4 days ago
- Troy, MI (13 miles from Waterford, MI)
- 4 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...
- Farmington, MI (9 miles from Waterford, MI)
- 4 days ago
- Farmington, MI (9 miles from Waterford, MI)
- 4 days ago
Find jobs SEARCH Enter anybination of title, description,pany name and location to find jobs.
- Madison Heights, MI (18 miles from Waterford, MI)
- 4 days ago
- Madison Heights, MI (18 miles from Waterford, MI)
- 4 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Financial Advisor - PNC Investments
- Rochester Hills, MI (14 miles from Waterford, MI)
- 4 days ago
- Rochester Hills, MI (14 miles from Waterford, MI)
- 4 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 (11 miles from Waterford, MI)
- 5 days ago
- Birmingham, MI (11 miles from Waterford, MI)
- 5 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...
- Oakland, MI (14 miles from Waterford, MI)
- 12 days ago
- Oakland, MI (14 miles from Waterford, MI)
- 12 days ago
Job Summary The Personal Banker is the face of Oxford Bank and will act as the primary customer contact within each branch....
Private Client Banker- Orchard Lake and Maple- West Bloomfield, MI
- Bloomfield Township, MI (9 miles from Waterford, MI)
- 19 days ago
- Bloomfield Township, MI (9 miles from Waterford, MI)
- 19 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 Waterford, MI)
- 20 days ago
- Southfield, MI (11 miles from Waterford, MI)
- 20 days ago
Banker job family....
HFA Financial Advisor Senior Branch
- Farmington Hills, MI (9 miles from Waterford, MI)
- 22 days ago
- Farmington Hills, MI (9 miles from Waterford, 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 (5 miles from Waterford, MI)
- 23 days ago
- Orchard Lake, MI (5 miles from Waterford, MI)
- 23 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 (7 miles from Waterford, MI)
- 25 days ago
- West Bloomfield, MI (7 miles from Waterford, MI)
- 25 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 (9 miles from Waterford, MI)
- 30+ days ago
- Farmington Hills, MI (9 miles from Waterford, 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....
Private Client Banker - Clawson Branch
- Clawson, MI (15 miles from Waterford, MI)
- 26 days ago
- Clawson, MI (15 miles from Waterford, MI)
- 26 days 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...
Demographic Data for Waterford, MI
Moving to Waterford, MI? Find some basic demographic data about Waterford, MI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Waterford, MI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Waterford, 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
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- 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
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »