Register
Recruit Create CV

Certified Personal Banker Jobs in Idaho

Personal Banker- Meridian Jobs
By Umpqua Bank At , Meridian, 83642, Id $20.25 - $28.19 an hour
3-5 years of banking and/or demonstrated sales experience.
Establish preset appointments, deliver quality Financial Wellness Review conversations, identify needs, make recommendations, and follow up.
Originate simple to complex consumer lending inside the Store.
Recognize a small business with potential and make a quality referral to the proper team.
Cross-sell other bank services and refer customers to other departments as appropriate.
Demonstrate compliance with all bank regulations that apply to your position and keep up to date on regulation changes.
Personal Banker Iii Jobs
By Umpqua Bank At , Priest River, 83856, Id
Deep knowledge of products and services offered and referrals to business partners.
Proficient in offering solutions and exceeding customer expectations.
3+ year’s personal banking experience.
Cash handling, balancing and calculating skills
Demonstrated proficiency in backing up Assistant Manager with operational duties and tasks.
Has in-depth knowledge of consumer loan products

Are you looking for a rewarding career in banking? Become a Certified Personal Banker and join our team! Our Certified Personal Bankers provide personalized banking services to our customers, helping them to manage their finances and reach their financial goals. With competitive pay and benefits, you'll have the opportunity to make a difference in the lives of our customers. Apply today and start your journey to success!

Overview A Certified Personal Banker is a financial professional who provides personalized banking services to customers. They are responsible for helping customers manage their finances, providing advice on investments, and helping them make informed decisions about their financial future. Detailed Job Description A Certified Personal Banker is responsible for providing personalized banking services to customers. They must be knowledgeable about banking products and services, and be able to explain them to customers in a clear and concise manner. They must be able to assess customer needs and provide appropriate solutions. They must also be able to identify potential sales opportunities and cross-sell products and services. Job Skills Required
• Knowledge of banking products and services
• Excellent customer service skills
• Strong communication and interpersonal skills
• Ability to assess customer needs and provide appropriate solutions
• Ability to identify potential sales opportunities
• Ability to cross-sell products and services
• Knowledge of financial regulations and compliance
• Proficiency in computer applications
Job Qualifications
• Bachelor’s degree in finance, business, or a related field
• Previous experience in banking or financial services
• Certification in personal banking or financial services
• Knowledge of banking regulations and compliance
Job Knowledge
• Knowledge of banking products and services
• Knowledge of financial regulations and compliance
• Knowledge of banking regulations and compliance
• Knowledge of financial markets and investments
Job Experience
• Previous experience in banking or financial services
• Previous experience in customer service
• Previous experience in sales
Job Responsibilities
• Provide personalized banking services to customers
• Assess customer needs and provide appropriate solutions
• Identify potential sales opportunities and cross-sell products and services
• Explain banking products and services to customers
• Monitor customer accounts and transactions
• Ensure compliance with banking regulations and policies
• Maintain customer records and update customer information
• Assist customers with financial planning and investments