Personal Banker Jobs in Oak Grove, 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 (16 miles from Oak Grove, MO)
- 5 days ago
- Independence, MO (16 miles from Oak Grove, MO)
- 5 days ago
Also responsible for uncovering and originating consumer lending opportunities....
- Lees Summit, MO (12 miles from Oak Grove, MO)
- 11 days ago
- Lees Summit, MO (12 miles from Oak Grove, MO)
- 11 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....
- Independence, MO (16 miles from Oak Grove, MO)
- 11 days ago
- Independence, MO (16 miles from Oak Grove, MO)
- 11 days ago
Banker I or a Personal Banker II, depending on experience and education....
- Lees Summit, MO (12 miles from Oak Grove, MO)
- 13 days ago
- Lees Summit, MO (12 miles from Oak Grove, MO)
- 13 days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
- Independence, MO (16 miles from Oak Grove, MO)
- 17 days ago
- Independence, MO (16 miles from Oak Grove, MO)
- 17 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 (16 miles from Oak Grove, MO)
- 25 days ago
- Independence, MO (16 miles from Oak Grove, MO)
- 25 days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
Financial Advisor- Liberty, MO
- Liberty, MO (21 miles from Oak Grove, MO)
- 29 days ago
- Liberty, MO (21 miles from Oak Grove, MO)
- 29 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 (16 miles from Oak Grove, MO)
- 30+ days ago
- Independence, MO (16 miles from Oak Grove, 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 - Lee's Summit, MO (Downtown)
- Lees Summit, MO (12 miles from Oak Grove, MO)
- 45+ days ago
- Lees Summit, MO (12 miles from Oak Grove, MO)
- 45+ days ago
Position: Personal Banker Department: Retail Location: Lee's Summit, MO (Downtown) Salary: FT Hourly Jump start your career at Equity Bank!...
Personal Banker - North Kansas City
- Liberty, MO (21 miles from Oak Grove, MO)
- 60+ days ago
- Liberty, MO (21 miles from Oak Grove, 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 Oak Grove, MO
Moving to Oak Grove, MO? Find some basic demographic data about Oak Grove, MO below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Oak Grove, MO
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Oak Grove, 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
- Account Maintenance
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- 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
- Reporting
- Coaching
- 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 »