Personal Banker Jobs in Independence, 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.
Financial Advisor - Career Change Opportunity
- Leawood, KS (15 miles from Independence, MO)
- 9 days ago
- Leawood, KS (15 miles from Independence, MO)
- 9 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 01-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Kansas City, MO (10 miles from Independence, MO)
- 4 days ago
- Kansas City, MO (10 miles from Independence, MO)
- 4 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Kansas City, Missouri....
- Belton, MO (24 miles from Independence, MO)
- 4 days ago
- Belton, MO (24 miles from Independence, MO)
- 4 days ago
Banker I or a Personal Banker II, depending on experience and education....
Client Relationship Manager - PAACCTMGT-Q2-R2
- Kansas City, MO (10 miles from Independence, MO)
- 5 days ago
- Kansas City, MO (10 miles from Independence, MO)
- 5 days ago
SS&C GIDS serves the alternative investments, asset and wealth management, banking and lending, insurance, and real estate industries....
/19438/db0b4d48-6094-4564-8e37-56921403180f.png&z=8&s=BNK&ih_t=5%2F12%2F2025+2%3A07%3A34+AM&utm_medium=internal%20referrer&utm_campaign=internal-ihire-resume-builder&utm_content=ihire&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
- Gladstone, MO (10 miles from Independence, MO)
- 7 days ago
- Gladstone, MO (10 miles from Independence, MO)
- 7 days ago
Understands the consumer lending process as it relates to cross-sell opportunities, loan products and interest rates....
- Gladstone, MO (10 miles from Independence, MO)
- 9 days ago
- Gladstone, MO (10 miles from Independence, MO)
- 9 days ago
Compensation & Benefits The Personal Banker position pays a minimum of $16.50....
- Leawood, KS (15 miles from Independence, MO)
- 10 days ago
- Leawood, KS (15 miles from Independence, MO)
- 10 days ago
This job posting is anticipated to remain open for 30 days, from 01-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Private Client Banker - Fairway Branch - Fairway, KS
- Fairway, KS (13 miles from Independence, MO)
- 10 days ago
- Fairway, KS (13 miles from Independence, MO)
- 10 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...
Personal Banker - 36259_66218-4804
- Shawnee, KS (16 miles from Independence, MO)
- 10 days ago
- Shawnee, KS (16 miles from Independence, MO)
- 10 days ago
Banker I or a Personal Banker II,depending on experience and education....
Personal Banker Associate I - LIberty Bank Mart
- Liberty, MO (10 miles from Independence, MO)
- 11 days ago
- Liberty, MO (10 miles from Independence, MO)
- 11 days ago
Banker job family....
220 Personal Bankers - Branch Manager 1
- Mission, KS (14 miles from Independence, MO)
- 14 days ago
- Mission, KS (14 miles from Independence, MO)
- 14 days ago
KNOWLEDGE, SKILLS & ABILITIES REQUIRED: 3 years minimum experience in retail banking management and must possess leadership, coaching, developing, skills for a team in banking or retail banking industry...
Patient Financial Advisor - Infusion Services (Remote w/ some onsite commitments)
- Lenexa, KS (20 miles from Independence, MO)
- 16 days ago
- Lenexa, KS (20 miles from Independence, MO)
- 16 days ago
Position Title Patient Financial Advisor - Infusion Services (Remote w/ some onsite commitments) Southlake Campus Position Summary / Career Interest: The Patient Financial Advisor is responsible...
Remote Work220 Personal Bankers - Universal Banker 1
- Shawnee, KS (16 miles from Independence, MO)
- 16 days ago
- Shawnee, KS (16 miles from Independence, MO)
- 16 days ago
As Substitute Personal Banker assists clients and branch personnel, by opening and processing various types of accounts....
Patient Financial Advisor - Home Infusion (Remote with onsite commitment)
- Lenexa, KS (20 miles from Independence, MO)
- 19 days ago
- Lenexa, KS (20 miles from Independence, MO)
- 19 days ago
Patient Financial Advisor - Home Infusion (Remote with onsite commitment)Southlake Campus Position Summary / Career Interest: The Patient Financial Advisor is responsible for providing financial...
Remote WorkPrivate Client Banker - Brookside Branch - Kansas City, MO
- Kansas City, MO (10 miles from Independence, MO)
- 20 days ago
- Kansas City, MO (10 miles from Independence, MO)
- 20 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...
Demographic Data for Independence, MO
Moving to Independence, MO? Find some basic demographic data about Independence, MO below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Independence, MO
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Independence, 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
- 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
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- 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 »