Personal Banker Jobs in Broken Arrow, OK
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.
Personal Banker (Full Time) - Tulsa, Harvard
- Tulsa, OK (16 miles from Broken Arrow, OK)
- 4 days ago
- Tulsa, OK (16 miles from Broken Arrow, OK)
- 4 days ago
Experience Required: Zero up to 3 years of New Account experience REQUIREMENTS: Complete Personal Banker Mentor Program or Personal Banker Learning Plan Teller Learning Plan, if applicable Understanding...
This job posting is anticipated to remain open for 30 days, from 15-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Tulsa, OK (16 miles from Broken Arrow, OK)
- 45+ days ago
- Tulsa, OK (16 miles from Broken Arrow, OK)
- 45+ 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....
US EG Financial Advisor Region 181
- Tulsa, OK (16 miles from Broken Arrow, OK)
- 45+ days ago
- Tulsa, OK (16 miles from Broken Arrow, OK)
- 45+ days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across...
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Financial Advisor - Tulsa and surrounding suburbs
- Tulsa, OK (16 miles from Broken Arrow, OK)
- 45+ days ago
- Tulsa, OK (16 miles from Broken Arrow, OK)
- 45+ days 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...
- Tulsa, OK (16 miles from Broken Arrow, OK)
- 90+ days ago
- Tulsa, OK (16 miles from Broken Arrow, OK)
- 90+ days ago
Description & Requirements You will have the opportunity to work with multiple clients and lead high-performing teams to execute consulting projects for clients in the Financial Services industry...
Demographic Data for Broken Arrow, OK
Moving to Broken Arrow, OK? Find some basic demographic data about Broken Arrow, OK below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Broken Arrow, OK
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Broken Arrow, OK 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
- Mortgage Lending
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- 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
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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