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Certified Personal Banker Jobs in Iowa

Senior Universal Banker (Personal Banker)
By Summit Credit Union At , Madison, 53717
Utilizes online relationship management tool to effectively onboard new members.
Provides education and consultation to members on loans.
Extensive knowledge of all lending products.
Has knowledge and advises members on all deposit products.
Consistently utilizes Consultative Communication Skills in all member interactions.
Balances the benefit to both the members and the credit union in all interactions.
Personal Banker I Jobs
By UMB Bank At Ferguson, MO, United States
Professional, thorough, and organized with strong computer skills to manage complex transactions and service tasks across multiple systems.
Participate in delivery of the unparalleled customer experience by building relationships through proactive outreach to help customers succeed financially.
Basic math skills and ability to problem solve while operating within established risk parameters/tolerances
Exude confidence and possess the drive, initiative, and knowledge to provide financial options for customers using a consultative approach
This position is located at 1 Church Street, Ferguson, MO***
Collaborate with partners in small business, mortgage, and investments to grow customer's share of wallet.
Personal Banker Associate - Channelside - Full Time
By Fifth Third Bank At , Tampa, Fl
College degree or work experience providing transferrable skills, or, combination of education and experience.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
Experience in the financial industry preferred.
Personal Banker Cedar Rapids And Marion Locations
By Wells Fargo At Cedar Rapids, IA, United States
Receive direction from managers and exercise judgement within defined policies and procedures
Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Financial Services Representative (Personal Banker)
By First Citizens Bank. At , Greenville, 27858, Nc
Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required results.
Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation
Customer Service Skills: Builds trust and confidence with clients
Adaptability: Has the ability to learn and adapt quickly to new information and technology
Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships
Influence: Capable of building rapport with different personalities to drive positive results
Personal Banker Jobs
By Advia Credit Union At , Janesville, 53545, Wi From $20.14 an hour
Counsel members regarding money management and financial matters. Including communicating loan denials, explaining decisions, and providing direction for future consideration.
Perform timely and accurate lending functions and offer lending solutions of all varieties including HELOC and Business Lending.
Perform new account functions, explain various account and ownership options, and obtain the required information and documentation.
Cross-sell electronic services and assist members in setting up electronic services enrollment and understanding the e-statement process.
What you should know about the role:
What to know about Advia:

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