Personal Banker Jobs in Gladstone, 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.
Client Relationship Manager - Retail Alternative Investments
- Kansas City, MO (7 miles from Gladstone, MO)
- 1 hour ago
- Kansas City, MO (7 miles from Gladstone, MO)
- 1 hour ago
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial...
- Leawood, KS (17 miles from Gladstone, MO)
- 20 hours ago
- Leawood, KS (17 miles from Gladstone, MO)
- 20 hours ago
Prior experience in a similar role within retail banking services, preferably in a commercial bank. Knowledge and experience with bank processing software....
- Independence, MO (10 miles from Gladstone, MO)
- 2 days ago
- Independence, MO (10 miles from Gladstone, MO)
- 2 days ago
Also responsible for uncovering and originating consumer lending opportunities....
Personal Banker - Leavenworth Branch
- Leavenworth, KS (17 miles from Gladstone, MO)
- 2 days ago
- Leavenworth, KS (17 miles from Gladstone, MO)
- 2 days ago
Summary The Personal Banker position involves cultivating meaningful member connections through an engaging and consultative approach....
- Shawnee, KS (14 miles from Gladstone, MO)
- 2 days ago
- Shawnee, KS (14 miles from Gladstone, MO)
- 2 days ago
Compensation & Benefits The Personal Banker position pays a minimum of $16.50....
- Blue Springs, MO (20 miles from Gladstone, MO)
- 3 days ago
- Blue Springs, MO (20 miles from Gladstone, MO)
- 3 days ago
Banker I or a Personal Banker II, depending on experience and education....
- Raytown, MO (12 miles from Gladstone, MO)
- 7 days ago
- Raytown, MO (12 miles from Gladstone, MO)
- 7 days ago
If youre looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial...
Personal Banker - Lee's Summit, MO (Downtown)
- Lees Summit, MO (24 miles from Gladstone, MO)
- 9 days ago
- Lees Summit, MO (24 miles from Gladstone, MO)
- 9 days ago
Position: Personal Banker Department: Retail Location: Lee's Summit, MO (Downtown) Salary: FT Hourly Jump start your career at Equity Bank!...
Patient Financial Advisor -- Cancer Center
- Kansas City, MO (7 miles from Gladstone, MO)
- 14 days ago
- Kansas City, MO (7 miles from Gladstone, MO)
- 14 days ago
Position Title Patient Financial Advisor -- Cancer Center Days - Full Time Westwood Medical Pavilion - West Position Summary / Career Interest: The Patient Financial Advisor is responsible for...
- Kansas City, MO (7 miles from Gladstone, MO)
- 15 days ago
- Kansas City, MO (7 miles from Gladstone, MO)
- 15 days ago
Job Location: Kansas City, MO. Alternate Job Location: Tampa, FL, Aurora, IL (Hybrid - 2 days in office; days are determined by the business) Job Start Date: June 2025 Role Value Proposition: The...
Patient Financial Advisor -- Cancer Center
- Westwood, KS (13 miles from Gladstone, MO)
- 16 days ago
- Westwood, KS (13 miles from Gladstone, MO)
- 16 days ago
Patient Financial Advisor -- Cancer CenterDays - Full TimeWestwood Medical Pavilion - West Position Summary / Career Interest: The Patient Financial Advisor is responsible for providing financial...
- Kansas City, MO (7 miles from Gladstone, MO)
- 21 days ago
- Kansas City, MO (7 miles from Gladstone, MO)
- 21 days ago
Physical Requirements The work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday....
Private Client Banker - Zona Rosa Branch - Kansas City, MO
- Kansas City, MO (7 miles from Gladstone, MO)
- 22 days ago
- Kansas City, MO (7 miles from Gladstone, MO)
- 22 days ago
JobID: 210599611 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-02-18T18:43:13+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
Client Relationship Manager- Leawood, KS
- Leawood, KS (17 miles from Gladstone, MO)
- 26 days ago
- Leawood, KS (17 miles from Gladstone, MO)
- 26 days ago
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
Private Client Banker (New Build) - Red Bridge Branch - Kansas City, MO
- Kansas City, MO (7 miles from Gladstone, MO)
- 29 days ago
- Kansas City, MO (7 miles from Gladstone, MO)
- 29 days ago
JobID: 210596518 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-02-11T14:21:16+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
Demographic Data for Gladstone, MO
Moving to Gladstone, MO? Find some basic demographic data about Gladstone, MO below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Gladstone, MO
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Gladstone, 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
- 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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