Personal Banker Jobs in Lees Summit, 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 (14 miles from Lees Summit, MO)
- 7 days ago
- Leawood, KS (14 miles from Lees Summit, MO)
- 7 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...
- Harrisonville, MO (20 miles from Lees Summit, MO)
- 15 hours ago
- Harrisonville, MO (20 miles from Lees Summit, MO)
- 15 hours ago
Banker I or a Personal Banker II, depending on experience and education....
- Kansas City, MO (18 miles from Lees Summit, MO)
- 1 day ago
- Kansas City, MO (18 miles from Lees Summit, MO)
- 1 day ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Kansas City, Missouri....
Client Relationship Manager - PAACCTMGT-Q2-R2
- Kansas City, MO (18 miles from Lees Summit, MO)
- 2 days ago
- Kansas City, MO (18 miles from Lees Summit, MO)
- 2 days ago
SS&C GIDS serves the alternative investments, asset and wealth management, banking and lending, insurance, and real estate industries....
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- Overland Park, KS (18 miles from Lees Summit, MO)
- 4 days ago
- Overland Park, KS (18 miles from Lees Summit, MO)
- 4 days ago
management through its Prime Capital Wealth Management brand....
- Gladstone, MO (24 miles from Lees Summit, MO)
- 4 days ago
- Gladstone, MO (24 miles from Lees Summit, MO)
- 4 days ago
Understands the consumer lending process as it relates to cross-sell opportunities, loan products and interest rates....
- Gladstone, MO (24 miles from Lees Summit, MO)
- 6 days ago
- Gladstone, MO (24 miles from Lees Summit, MO)
- 6 days ago
Compensation & Benefits The Personal Banker position pays a minimum of $16.50....
- Leawood, KS (14 miles from Lees Summit, MO)
- 7 days ago
- Leawood, KS (14 miles from Lees Summit, MO)
- 7 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 (16 miles from Lees Summit, MO)
- 7 days ago
- Fairway, KS (16 miles from Lees Summit, MO)
- 7 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 (19 miles from Lees Summit, MO)
- 8 days ago
- Shawnee, KS (19 miles from Lees Summit, MO)
- 8 days ago
Banker I or a Personal Banker II,depending on experience and education....
Personal Banker Associate I - LIberty Bank Mart
- Liberty, MO (24 miles from Lees Summit, MO)
- 8 days ago
- Liberty, MO (24 miles from Lees Summit, MO)
- 8 days ago
Banker job family....
- Overland Park, KS (18 miles from Lees Summit, MO)
- 11 days ago
- Overland Park, KS (18 miles from Lees Summit, MO)
- 11 days ago
Company Description Synergy Wealth Solutions is a financial firm built on the idea that the combined efforts of the team are greater than the sum of each individual part. With a commitment to...
- Overland Park, KS (18 miles from Lees Summit, MO)
- 11 days ago
- Overland Park, KS (18 miles from Lees Summit, MO)
- 11 days ago
Are you ready to take your career to the next level? At AFE Private Wealth, we're not just growing; we're scaling at 10x speed. And we need you to be part of this exciting experience - our people...
- Overland Park, KS (18 miles from Lees Summit, MO)
- 11 days ago
- Overland Park, KS (18 miles from Lees Summit, MO)
- 11 days ago
Role Description This is a full-time on-site role for a Junior Advisor to the Managing Partner at Metcalf Partners Wealth Management....
220 Personal Bankers - Branch Manager 1
- Mission, KS (18 miles from Lees Summit, MO)
- 12 days ago
- Mission, KS (18 miles from Lees Summit, MO)
- 12 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...
Demographic Data for Lees Summit, MO
Moving to Lees Summit, MO? Find some basic demographic data about Lees Summit, MO below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lees Summit, MO
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lees Summit, 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
- Customer Satisfaction
- Referrals
- Risk Management
- 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
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