Personal Banker Jobs in Edmond, 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.
Private Client Banker - Choctaw - Choctaw, OK
- Choctaw, OK (19 miles from Edmond, OK)
- 7 hours ago
- Choctaw, OK (19 miles from Edmond, OK)
- 7 hours ago
JobID: 210616078 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-05-08T13:55:32+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
Personal Banker Associate - Edmond (Danforth & Bryant)
- Edmond, OK
- 19 hours ago
- Edmond, OK
- 19 hours ago
The Personal Banker Associate has responsibilities as both a Teller and a Personal Banker....
- Oklahoma City, OK (13 miles from Edmond, OK)
- 8 days ago
- Oklahoma City, OK (13 miles from Edmond, OK)
- 8 days ago
SUMMARY The Personal Banker is responsible for building meaningful, lasting relationships and providing exceptional service to new and existing clients....
- Oklahoma City, OK (13 miles from Edmond, OK)
- 12 days ago
- Oklahoma City, OK (13 miles from Edmond, OK)
- 12 days ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
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Personal Banker - Moore (19th & Santa Fe)
- Moore, OK (13 miles from Edmond, OK)
- 13 days ago
- Moore, OK (13 miles from Edmond, OK)
- 13 days ago
Preferred Skills: Successful sales record in a retail banking environment; with knowledge of bank services and products....
- Oklahoma City, OK (13 miles from Edmond, OK)
- 20 days ago
- Oklahoma City, OK (13 miles from Edmond, OK)
- 20 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 - Moneyline Contact Center
- Oklahoma City, OK (13 miles from Edmond, OK)
- 23 days ago
- Oklahoma City, OK (13 miles from Edmond, OK)
- 23 days ago
Personal Bankers are responsible for handling a wide variety of calls regarding banking products and services....
Personal Banker Associate - Oklahoma City (22nd & May)
- Oklahoma City, OK (13 miles from Edmond, OK)
- 30+ days ago
- Oklahoma City, OK (13 miles from Edmond, OK)
- 30+ days ago
The Personal Banker Associate has responsibilities as both a Teller and a Personal Banker....
Entry Level - Financial Advisor - OK, Oklahoma City & Tulsa (3474)
- Oklahoma City, OK (13 miles from Edmond, OK)
- 30+ days ago
- Oklahoma City, OK (13 miles from Edmond, OK)
- 30+ days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
Financial Advisor - Oklahoma City
- Oklahoma City, OK (13 miles from Edmond, OK)
- 45+ days ago
- Oklahoma City, OK (13 miles from Edmond, 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...
The Personal Banker Associate has responsibilities as both a Teller and a Personal Banker....
- Oklahoma City, OK (13 miles from Edmond, OK)
- 60+ days ago
- Oklahoma City, OK (13 miles from Edmond, OK)
- 60+ days ago
Prior experience in a similar role within retail banking services, preferably in a commercial bank. Knowledge and experience with bank processing software....
Preferred Skills: Successful sales record in a retail banking environment; with knowledge of bank services and products....
- Oklahoma City, OK (13 miles from Edmond, OK)
- 90+ days ago
- Oklahoma City, OK (13 miles from Edmond, OK)
- 90+ days ago
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
Demographic Data for Edmond, OK
Moving to Edmond, OK? Find some basic demographic data about Edmond, OK below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Edmond, OK
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Edmond, 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
- 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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