Personal Banker Jobs in Midwest City, 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.
- Oklahoma City, OK (6 miles from Midwest City, OK)
- 3 days ago
- Oklahoma City, OK (6 miles from Midwest City, OK)
- 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 - Moneyline Contact Center
- Oklahoma City, OK (6 miles from Midwest City, OK)
- 6 days ago
- Oklahoma City, OK (6 miles from Midwest City, OK)
- 6 days ago
Personal Bankers are responsible for handling a wide variety of calls regarding banking products and services....
Contact Center Personal Banker
- Oklahoma City, OK (6 miles from Midwest City, OK)
- 6 days ago
- Oklahoma City, OK (6 miles from Midwest City, OK)
- 6 days ago
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote Work- Oklahoma City, OK (6 miles from Midwest City, OK)
- 8 days ago
- Oklahoma City, OK (6 miles from Midwest City, OK)
- 8 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
- Oklahoma City, OK (6 miles from Midwest City, OK)
- 8 days ago
- Oklahoma City, OK (6 miles from Midwest City, OK)
- 8 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
Private Client Banker - Choctaw - Choctaw, OK
- Choctaw, OK (7 miles from Midwest City, OK)
- 11 days ago
- Choctaw, OK (7 miles from Midwest City, OK)
- 11 days 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...
- Nichols Hills, OK (10 miles from Midwest City, OK)
- 15 days ago
- Nichols Hills, OK (10 miles from Midwest City, OK)
- 15 days ago
SUMMARY The Personal Banker is responsible for building meaningful, lasting relationships and providing exceptional service to new and existing clients....
Personal Banker Associate - Oklahoma City (22nd & May)
- Oklahoma City, OK (6 miles from Midwest City, OK)
- 20 days ago
- Oklahoma City, OK (6 miles from Midwest City, OK)
- 20 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 (6 miles from Midwest City, OK)
- 21 days ago
- Oklahoma City, OK (6 miles from Midwest City, OK)
- 21 days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
- Oklahoma City, OK (6 miles from Midwest City, OK)
- 30+ days ago
- Oklahoma City, OK (6 miles from Midwest City, OK)
- 30+ days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
Financial Advisor - Oklahoma City
- Oklahoma City, OK (6 miles from Midwest City, OK)
- 30+ days ago
- Oklahoma City, OK (6 miles from Midwest City, OK)
- 30+ 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...
Personal Banker Associate - Edmond West
- Edmond, OK (15 miles from Midwest City, OK)
- 45+ days ago
- Edmond, OK (15 miles from Midwest City, OK)
- 45+ days ago
The Personal Banker Associate has responsibilities as both a Teller and a Personal Banker....
- Oklahoma City, OK (6 miles from Midwest City, OK)
- 45+ days ago
- Oklahoma City, OK (6 miles from Midwest City, OK)
- 45+ days ago
Prior experience in a similar role within retail banking services, preferably in a commercial bank. Knowledge and experience with bank processing software....
Personal Banker - Edmond (15th & I-35)
- Edmond, OK (15 miles from Midwest City, OK)
- 90+ days ago
- Edmond, OK (15 miles from Midwest City, OK)
- 90+ days ago
Preferred Skills: Successful sales record in a retail banking environment; with knowledge of bank services and products....
- Oklahoma City, OK (6 miles from Midwest City, OK)
- 90+ days ago
- Oklahoma City, OK (6 miles from Midwest City, 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 Midwest City, OK
Moving to Midwest City, OK? Find some basic demographic data about Midwest City, OK below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Midwest City, OK
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Midwest City, 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
- Mortgage Lending
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- 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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