Personal Banker Jobs in Excelsior Springs, MO
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.
- Independence, MO (17 miles from Excelsior Springs, MO)
- 4 days ago
- Independence, MO (17 miles from Excelsior Springs, MO)
- 4 days ago
Also responsible for uncovering and originating consumer lending opportunities....
- Independence, MO (17 miles from Excelsior Springs, MO)
- 10 days ago
- Independence, MO (17 miles from Excelsior Springs, MO)
- 10 days ago
Banker I or a Personal Banker II, depending on experience and education....
- Independence, MO (17 miles from Excelsior Springs, MO)
- 16 days ago
- Independence, MO (17 miles from Excelsior Springs, MO)
- 16 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
- Independence, MO (17 miles from Excelsior Springs, MO)
- 24 days ago
- Independence, MO (17 miles from Excelsior Springs, MO)
- 24 days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
- Liberty, MO (9 miles from Excelsior Springs, MO)
- 25 days ago
- Liberty, MO (9 miles from Excelsior Springs, MO)
- 25 days ago
Compensation & Benefits The Personal Banker position pays a minimum of $16.50....
Financial Advisor- Liberty, MO
- Liberty, MO (9 miles from Excelsior Springs, MO)
- 28 days ago
- Liberty, MO (9 miles from Excelsior Springs, MO)
- 28 days ago
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and...
Retail Personal Banker II - Independence Financial Center
- Independence, MO (17 miles from Excelsior Springs, MO)
- 30+ days ago
- Independence, MO (17 miles from Excelsior Springs, MO)
- 30+ days ago
GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers....
Personal Banker - North Kansas City
- Liberty, MO (9 miles from Excelsior Springs, MO)
- 60+ days ago
- Liberty, MO (9 miles from Excelsior Springs, MO)
- 60+ days ago
In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other areas of the business within Commerce....
Demographic Data for Excelsior Springs, MO
Moving to Excelsior Springs, MO? Find some basic demographic data about Excelsior Springs, MO below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Excelsior Springs, MO
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Excelsior Springs, MO 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
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