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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 Bilingual Spanish Preferred
By PNC Financial Services Group At , Tampa, 33614, Fl

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 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 job that offers a great work-life balance and the opportunity to help people achieve their financial goals? Look no further! We are looking for a Personal Banker to join our team and provide exceptional customer service to our clients. You will be responsible for helping customers open accounts, process transactions, and provide financial advice. If you have a passion for helping others and a knack for finance, this could be the perfect job for you!

A Personal Banker is a financial professional who works with customers to provide banking services such as opening accounts, providing loans, and managing investments. They are responsible for helping customers with their banking needs and providing advice on financial products and services.

What is Personal Banker Skills Required?

• Excellent customer service and communication skills
• Knowledge of banking products and services
• Ability to build relationships with customers
• Ability to work independently and in a team
• Knowledge of banking regulations and compliance
• Proficiency in computer software and applications

What is Personal Banker Qualifications?

• Bachelor’s degree in finance, business, or a related field
• Previous experience in banking or customer service
• Professional certification in banking or finance

What is Personal Banker Knowledge?

• Knowledge of banking products and services
• Knowledge of banking regulations and compliance
• Knowledge of financial markets and investments
• Knowledge of financial planning and wealth management

What is Personal Banker Experience?

• Previous experience in banking or customer service
• Experience in sales and customer service
• Experience in financial planning and wealth management

What is Personal Banker Responsibilities?

• Open new accounts and process customer transactions
• Provide advice and guidance on banking products and services
• Develop and maintain relationships with customers
• Monitor customer accounts and provide updates on changes