Personal Banker Jobs in Saint Charles, 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 - St. Charles County and surrounding cities
- Saint Charles, MO
- moments ago
- Saint Charles, MO
- moments ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
- Saint Louis, MO (20 miles from Saint Charles, MO)
- 1 hour ago
- Saint Louis, MO (20 miles from Saint Charles, MO)
- 1 hour ago
banking including deposit, loan, and account opening experience, may be considered for the position of a Personal Banker I....
Financial Advisor - Career Change Opportunity
- Hartford, IL (19 miles from Saint Charles, MO)
- 22 hours ago
- Hartford, IL (19 miles from Saint Charles, MO)
- 22 hours ago
Edward Jones Financial Advisor - Career Change Opportunity in Hartford , Illinois You could say we're at the center of the center. Here at Edward Jones the client is our single focus and our...
Senior Financial Advisor - Edward Jones Connections
- Valley Park, MO (21 miles from Saint Charles, MO)
- 22 hours ago
- Valley Park, MO (21 miles from Saint Charles, MO)
- 22 hours ago
Edward Jones Senior Financial Advisor - Edward Jones Connections in Valley Park , Missouri You could say we're at the center of the center. Here at Edward Jones the client is our single focus and...
- Twin Oaks, MO (21 miles from Saint Charles, MO)
- 2 days ago
- Twin Oaks, MO (21 miles from Saint Charles, MO)
- 2 days ago
Banker I or a Personal Banker II, depending on experience and education....
- Affton, MO (22 miles from Saint Charles, MO)
- 2 days ago
- Affton, MO (22 miles from Saint Charles, MO)
- 2 days ago
Come be a part of something greater! Great Southern Bank is committed to fostering an environment where everyone can contribute and succeed at every level. By embracing diversity, we celebrate and...
- Saint Louis, MO (20 miles from Saint Charles, MO)
- 5 days ago
- Saint Louis, MO (20 miles from Saint Charles, MO)
- 5 days ago
Aston Carter Financial Advisor in St. Louis , Missouri Job Title: Financial Advisor Job Description The Financial Planner position is sales-oriented and client-facing, allowing you to build...
- Saint Louis, MO (20 miles from Saint Charles, MO)
- 5 days ago
- Saint Louis, MO (20 miles from Saint Charles, MO)
- 5 days ago
GET MORE OUT OF YOUR CAREER Choose a career where changing someone else's life for the better is also life-changing for you - personally, professionally, and financially. OUR CORE VALUES Faith:...
Personal Banker - Richmond Heights, MO - St. Louis Branch
- Saint Louis, MO (20 miles from Saint Charles, MO)
- 6 days ago
- Saint Louis, MO (20 miles from Saint Charles, MO)
- 6 days ago
The Personal Banker position involves cultivating meaningful member connections through an engaging and consultative approach....
- Saint Louis, MO (20 miles from Saint Charles, MO)
- 7 days ago
- Saint Louis, MO (20 miles from Saint Charles, MO)
- 7 days ago
Commerce Bank Financial Advisor in St. Louis , Missouri About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and...
- Saint Louis, MO (20 miles from Saint Charles, MO)
- 14 days ago
- Saint Louis, MO (20 miles from Saint Charles, MO)
- 14 days ago
As a Personal Banker you will strengthen customer relationships with a defined sales process....
- Town and Country, MO (13 miles from Saint Charles, MO)
- 15 days ago
- Town and Country, MO (13 miles from Saint Charles, MO)
- 15 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Banker job family....
Financial Advisor - Team Sponsored Launch- Pacific Northwest Consultants - Liberty Lake, WA
- Saint Louis, MO (20 miles from Saint Charles, MO)
- 18 days ago
- Saint Louis, MO (20 miles from Saint Charles, MO)
- 18 days ago
Our well established, high performing team is currently looking for a Financial Advisor - Team Sponsored Launch. This position provides support to Pacific Northwest Consultant's existing client...
Financial Advisor & Broker Leadership Opportunity - Nationwide
- Saint Louis, MO (20 miles from Saint Charles, MO)
- 19 days ago
- Saint Louis, MO (20 miles from Saint Charles, MO)
- 19 days ago
Financial Advisor & Broker Leadership Opportunity (Opportunities Nationwide) Company Overview: A leading financial services firm offering a dynamic opportunity to build a scalable financial...
Demographic Data for Saint Charles, MO
Moving to Saint Charles, MO? Find some basic demographic data about Saint Charles, MO below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Saint Charles, MO
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Saint Charles, 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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