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Certified Personal Banker Jobs in Michigan

Personal Banker Associate I
By Fifth Third Bank At Petoskey, MI, United States
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 Jobs
By Advia Credit Union At , Southgate, Mi 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:
Personal Banker Jobs
By PNC Financial Services Group At , Spring Lake, 28390, Nc

Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our ...

Personal Banker- Hillsdale Jobs
By Valley National Bank At , Hillsdale, 07642, Nj
Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatoryrequirements.
Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures.
Excellent interpersonal & customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees.
Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer issues.
Detail oriented, strong organizational skills, and high degree of accuracy.
Ability to manage multiple projects simultaneously.

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