Personal Banker Jobs in Raymore, 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.
Private Client Banker - Brookside Branch - Kansas City, MO
- Kansas City, MO (23 miles from Raymore, MO)
- 4 hours ago
- Kansas City, MO (23 miles from Raymore, MO)
- 4 hours 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...
- Overland Park, KS (11 miles from Raymore, MO)
- 1 day ago
- Overland Park, KS (11 miles from Raymore, MO)
- 1 day ago
Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKF's clients....
- Prairie Village, KS (14 miles from Raymore, MO)
- 3 days ago
- Prairie Village, KS (14 miles from Raymore, MO)
- 3 days ago
Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKFs clients....
Personal Banker - Crossroads Branch
- Kansas City, MO (23 miles from Raymore, MO)
- 3 days ago
- Kansas City, MO (23 miles from Raymore, MO)
- 3 days ago
Summary The Personal Banker position involves cultivating meaningful member connections through an engaging and consultative approach....
- Leawood, KS (14 miles from Raymore, MO)
- 4 days ago
- Leawood, KS (14 miles from Raymore, MO)
- 4 days ago
Join us today as a Personal Banker- No Sales! First Business Bank is a Top Workplaces USA company, learn more here....
Personal Banker Bilingual Leawood
- Leawood, KS (14 miles from Raymore, MO)
- 5 days ago
- Leawood, KS (14 miles from Raymore, MO)
- 5 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Independence, MO (22 miles from Raymore, MO)
- 5 days ago
- Independence, MO (22 miles from Raymore, MO)
- 5 days ago
Also responsible for uncovering and originating consumer lending opportunities....
220 Personal Bankers - Universal Banker 1
- Kansas City, KS (24 miles from Raymore, MO)
- 5 days ago
- Kansas City, KS (24 miles from Raymore, MO)
- 5 days ago
As Substitute Personal Banker assists clients and branch personnel, by opening and processing various types of accounts....
- Leawood, KS (14 miles from Raymore, MO)
- 5 days ago
- Leawood, KS (14 miles from Raymore, MO)
- 5 days ago
UMB's Private Wealth Management team custom-tailors services for clients, incorporating financial planning, private banking, investment management, personal trust and lifestyle services, estate management...
- Kansas City, KS (24 miles from Raymore, MO)
- 5 days ago
- Kansas City, KS (24 miles from Raymore, MO)
- 5 days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
- Overland Park, KS (11 miles from Raymore, MO)
- 8 days ago
- Overland Park, KS (11 miles from Raymore, MO)
- 8 days ago
Holistic Wealth Management: Deliver solutions across savings, investments, planning, and insurance to support clients' wealth preservation and long-term goals....
- Lees Summit, MO (9 miles from Raymore, MO)
- 11 days ago
- Lees Summit, MO (9 miles from Raymore, 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 (22 miles from Raymore, MO)
- 11 days ago
- Independence, MO (22 miles from Raymore, MO)
- 11 days ago
Banker I or a Personal Banker II, depending on experience and education....
- Kansas City, KS (24 miles from Raymore, MO)
- 13 days ago
- Kansas City, KS (24 miles from Raymore, MO)
- 13 days ago
Transplant Financial AdvisorDays - Full TimeBell Hospital Position Summary / Career Interest: Assists all transplant patients and families navigate through the insurance and financial aspects of...
- Independence, MO (22 miles from Raymore, MO)
- 17 days ago
- Independence, MO (22 miles from Raymore, 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....
Demographic Data for Raymore, MO
Moving to Raymore, MO? Find some basic demographic data about Raymore, MO below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Raymore, MO
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Raymore, 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
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