Personal Banker Jobs in Michigan
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.
Banker job family....
The Personal Banker plays a key role in providing retail banking products and services to new and existing clients and developing new business opportunities....
Financial Advisor Constantine, MI Market 16, Region 220
- Constantine, MI
- 3 days ago
- Constantine, MI
- 3 days ago
This job posting is anticipated to remain open for 30 days, from 09-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
#LI-AN1 Personal Banker Associate 1 LOCATION -- St....
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Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
About Medalist Wealth Management: Medalist Wealth Management is a Grand Rapids-based financial advisory firm specializing in retirement planning and comprehensive wealth management services....
Why you should work for us: Personal Bankers enjoy the ability to earn more than your base pay through our weekly incentive program....
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....
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...
Private Client Banker- South Pennsylvania- Lansing, MI
- Lansing, MI
- 5 days ago
- Lansing, MI
- 5 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...
Banker job family....
Banker job family....
We are growing and looking for Loan Officer/Member Service Specialist. Do you have experience with the following? Looking out for the Financial Wellness of members by thoroughly reviewing their...
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...
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Demographic Data for Michigan
Moving to Michigan? Find some basic demographic data about Michigan below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Michigan
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Michigan 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
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- 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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