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Private Banker at Heritage Bank NA
Sioux Falls, South Dakota, United States - Full Time
Skills Needed
Client Relationship Management, Project Management, Fostering Trust, Exceptional Service Delivery, Financial Solutions, Outbound Sales, Financial Education, Digital Banking Setup, Account Maintenance, Wire Transfers, Loan Support, Confidentiality, Security, Communication Skills, Organizational Skills, Adaptability
Specialization
Candidates must demonstrate success in client relationship management, advocacy, and building trust, coupled with exceptional communication and interpersonal skills to inspire confidence. Strong organizational skills and attention to detail are necessary for managing complex accounts, and the role requires quick adaptability to learn new processes, though prior finance experience is a plus but not mandatory.
Experience Required
Minimum 2 year(s)
Private Banker at Sunflower Bank NA
San Diego, California, United States - Full Time
Skills Needed
Relationship Management, Credit Underwriting, Financial Analysis, Business Development, Direct Sales, Wealth Management, Credit Analysis, Networking, Portfolio Management, Tax Return Analysis, Financial Planning, Client Acquisition
Specialization
Requires a Bachelor's degree in Finance or Accounting with at least five years of direct sales experience and two years working with High-Net-Worth clients. Must possess strong credit underwriting skills and proficiency in analyzing personal and company financial statements.
Experience Required
Minimum 5 year(s)
Private Banker at Sunflower Bank NA
Irvine, California, United States - Full Time
Skills Needed
Relationship Management, Credit Underwriting, Financial Analysis, Business Development, Direct Sales, Wealth Management, Credit Analysis, Networking, Portfolio Management, Tax Return Analysis, Financial Planning, Client Acquisition
Specialization
Requires a Bachelor's degree in Finance or Accounting with at least five years of direct sales experience and two years working with High-Net-Worth clients. Must possess strong credit underwriting skills and proficiency in analyzing personal and company financial statements.
Experience Required
Minimum 5 year(s)
Private Banker at Desjardins
Toronto, Ontario, Canada - Full Time
Skills Needed
Relationship Management, Wealth Management, Complex Financing, Credit Analysis, Risk Management, Business Development, Financial Consulting, Strategic Planning, Client Advisory, Negotiation, Portfolio Management, Debt Management, Investment Solutions, Digital Solutions, Interpersonal Skills, Decision Quality
Specialization
Candidates must hold a bachelor's degree in finance or a related field and possess at least nine years of relevant experience, including four to six years in corporate financial consulting. Professional certifications such as MFDA, CIRO registration, and the Canadian Securities Course (CSC) are required.
Experience Required
Minimum 10 year(s)
Virtual Banker at Peoples Bank
Prestonsburg, Kentucky, United States - Full Time
Skills Needed
Relationship Management, Business Term Loans, Business Real Estate Loans, Lines Of Credit, Depository Accounts, Delinquency Management, Loan Renewals, Loan Extensions, Loan Modifications, Overdraft Management, Credit Administration, Financial Statement Analysis, Tax Return Interpretation, Verbal Communication, Written Communication, Problem Solving
Specialization
Candidates must possess a Bachelor's degree, preferably in accounting, finance, or economics, along with 1-3 years of experience in business or commercial lending. Essential qualifications include strong analytical abilities to evaluate financial documents, excellent communication and interpersonal skills, high organization, and the ability to exercise sound judgment and apply bank credit policy.
Personal Banker at Dickinson Financial Corp
Springfield, Missouri, United States - Full Time
Skills Needed
Client Service, Relationship Building, Sales, Problem Solving, Digital Expertise, Transaction Processing, Regulatory Compliance, Communication, Attention To Detail, Organization, Math Skills, Cash Handling, Nmls Licensing, Notary License, Microsoft Office
Specialization
Candidates must possess strong written and verbal communication skills, attention to detail, organizational ability, and strong sales capabilities, along with basic math proficiency. Required education is a high school diploma or equivalent, though an Associate degree is preferred, along with experience in client service, sales, and cash handling.
Personal Banker at City National Bank of WV
Oklahoma City, Oklahoma, United States - Full Time
Skills Needed
Customer Service, Sales, Prospecting, Cross Selling, Compliance, Problem Solving, Interpersonal Skills, Goal Oriented, Teamwork, Cash Handling, Microsoft Products, Computer Skills, Math Skills
Specialization
Candidates need at least one year of related experience in sales, customer service, cash handling, or financial services, or equivalent college hours, with military experience being considered. Required qualifications include proficiency with Microsoft products, strong customer service and problem-solving skills, and a self-motivated, goal-oriented approach.
Personal Banker at Standard Bank - UK
Abakaliki, Ebonyi State, Nigeria - Full Time
Skills Needed
Relationship Management, Banking Products, Needs Analysis, Cross Selling, Portfolio Management, Lending Processes, Credit Maintenance, Risk Management, Active Listening, Customer Service, Financial Services, Compliance
Specialization
Candidates must hold a university degree and possess at least 3 years of experience in personal and private banking. Proficiency in bank products, compliance procedures, and branch banking operations is required.
Experience Required
Minimum 2 year(s)
Personal Banker at Valley Bank
West Caldwell, New Jersey, United States - Full Time
Skills Needed
Customer Service, Cross Selling, Sales, Financial Needs Analysis, Account Opening, Loan Products Knowledge, On Line Banking, Mobile Banking, Cash Handling, Compliance, Communication, Interpersonal Skills, Problem Solving, Decision Making, Detail Oriented, Computer Skills
Specialization
Candidates must possess excellent verbal and written communication skills, strong interpersonal and customer service abilities, and sharp analytical and problem-solving capabilities for effective decision-making. A minimum of one year of business services experience in branch banking or successful completion of a specific training program is required, though an Associate's or Bachelor's degree in a related field is preferred.
Personal Banker at Valley Bank
Wood-Ridge, New Jersey, United States - Full Time
Skills Needed
Customer Service, Product Knowledge, Cross Selling, Professional Demeanor, Financial Needs Analysis, Sales, Account Opening, Loan Products, Online Banking, Mobile Banking, Transaction Processing, Cash Handling, Compliance, Communication, Interpersonal Skills, Problem Solving
Specialization
Required qualifications include excellent verbal and written communication, strong interpersonal and customer service skills, and analytical problem-solving abilities for complex customer issues. A minimum of one year of business services experience in branch banking or successful completion of a specific training program is required.
Personal Banker at City National Bank of WV
Enid, Oklahoma, United States - Full Time
Skills Needed
Customer Service, Sales, Cash Handling, Problem Solving, Interpersonal Skills, Teamwork, Microsoft Products, Computer Skills, Math Skills, Goal Oriented, Self Motivated, Bilingual
Specialization
Candidates must have one year of related experience in sales or customer service, or equivalent college hours. A high school diploma or equivalent is required, along with proficiency in Microsoft products and strong customer service skills.
Personal Banker at City National Bank of WV
Midwest City, Oklahoma, United States - Full Time
Skills Needed
Customer Service, Sales, Prospecting, Cross Selling, Compliance, Problem Solving, Interpersonal Skills, Goal Oriented, Teamwork, Cash Handling, Microsoft Products Proficiency, Computer Skills, Math Skills
Specialization
Candidates need at least one year of related experience in sales, customer service, cash handling, or financial services, or equivalent college hours, with military experience being considered. Required qualifications include proficiency with Microsoft products, basic math skills, strong customer service focus, and the ability to work flexible or extended hours.
Personal Banker at Advia Credit Union
Niles, Illinois, United States - Full Time
Skills Needed
Interacting With Customers, Proactive Phone Calls, Financial Solutions, Cross Sell, Lending Functions, Money Management Counseling, Building Book Of Business, Pipeline Management, New Account Functions, Electronic Services Enrollment, Interpersonal Skills, Courtesy, Tact, Policy Updates, Lending Trends, Bilingual Proficiency
Specialization
Candidates should possess strong interpersonal skills, courtesy, and tact, as the role involves significant personal contact with members and others. Prior experience working in an environment with individual and team goals is preferred.
Personal Banker at Standard Bank - UK
Uyo, Akwa Ibom State, Nigeria - Full Time
Skills Needed
Active Listening, Banking Process & Procedures, Customer Understanding (Consumer Banking), Product And Services Knowledge, Product Knowledge (Consumer Banking), Risk Identification, Telephone Caller Handling, Relationship Management, Cross Sell Opportunities, Needs Analysis
Specialization
Candidates must possess a university degree and a minimum of three years of banking experience, preferably in a customer-facing role with a strong background in relationship management. Key behavioral competencies include embracing change, upholding standards, and teamwork.
Experience Required
Minimum 2 year(s)
Manager Banking at Sia Partners - United Kingdom
Milan, Lombardy, Italy - Full Time
Skills Needed
Banking Projects, Digital Channels, Operating Model Review, Client Relationship Management, Business Growth, Commercial Development, Retail Banking, Banking Regulations, Psd, Aml, Innovative Payments, Digital Transformation, Customer Journey, Design Thinking, Agile Development, Scrum
Specialization
Candidates must have at least 5 years of experience gained at consulting firms or banking/payment institutions, with a Master's degree in economic-scientific fields (STEM disciplines). Required expertise includes Banking sector knowledge, Retail Banking processes, and familiarity with banking regulations, innovative payments, digital transformation, or Agile development.
Experience Required
Minimum 5 year(s)
Personal Banker at Valley Bank
New York, New York, United States - Full Time
Skills Needed
Customer Service, Product Knowledge, Cross Selling, Sales, Financial Needs Analysis, Account Opening, Loan Products, On Line Banking, Mobile Banking, Transaction Processing, Cash Handling, Compliance, Communication, Interpersonal Skills, Problem Solving, Decision Making
Specialization
Candidates must possess excellent verbal and written communication skills, strong interpersonal and customer service abilities, and sharp analytical and problem-solving capabilities for effective decision-making. A minimum of one year of business services experience in branch banking or successful completion of a specific training program is required, though an Associate's or Bachelor's degree in a related field is preferred.
Personal Banker at PNC
, Maryland, United States - Full Time
Skills Needed
Accountability, Banking, Client Loyalty, Customer Experience (Cx), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales, Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting, Retail Lending
Specialization
Successful candidates typically require an Associates or equivalent degree plus 3+ years of related experience or product knowledge, though a comparable combination of education and experience may be considered in lieu of a degree. Candidates must demonstrate skills in customer focus, risk management, and adherence to all policies and procedures.
Experience Required
Minimum 2 year(s)
Personal Banker at Vibrant Credit Union
Moline, Illinois, United States - Full Time
Skills Needed
Sales, Member Relationship Management, Cross Selling, Account Management, Customer Service, Communication Skills, Goal Oriented, Compliance, Risk Management, Financial Advice, Outbound Calls, Lead Generation, Digital Banking Guidance, Inquiry Resolution
Specialization
Candidates must possess three years of proven sales experience in the banking industry, preferably with knowledge of deposit accounts. The ideal candidate is self-motivated, goal-oriented, enjoys a competitive sales environment, and has exceptional communication skills.
Experience Required
Minimum 2 year(s)
Personal Banker at HIWAY CREDIT UNION
Minneapolis, Minnesota, United States - Full Time
Skills Needed
Financial Guidance, Customer Service, Account Opening, Lending, Relationship Building, Goal Orientation, Multi Tasking, Initiative, Sales, Pipeline Management
Specialization
Candidates must have a minimum High School degree or GED and at least two years of experience in financial services, including account opening, lending, and pipeline management. Eligibility to obtain an NMLS ID within 30 days of hire is also required.
Experience Required
Minimum 2 year(s)
Personal Banker at Dickinson Financial Corp
Pueblo, Colorado, United States - Full Time
Skills Needed
Client Service, Relationship Building, Sales, Problem Solving, Digital Expertise, Transaction Processing, Regulatory Compliance, Cash Handling, Communication, Attention To Detail, Organization, Math Skills, Office Skills, Nmls Licensing, Notary License
Specialization
Candidates must possess strong written and verbal communication skills, attention to detail, organizational ability, and strong sales skills, along with basic math proficiency and familiarity with standard office equipment and software. A high school diploma or GED is required, with an Associate degree preferred, alongside preferred experience in client service, sales, and cash handling, and the ability to obtain NMLS and state notary licenses.
Private Banker at Heritage Bank NA
Sioux Falls, South Dakota, United States -
Full Time


Start Date

Immediate

Expiry Date

26 Jun, 26

Salary

0.0

Posted On

28 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Client Relationship Management, Project Management, Fostering Trust, Exceptional Service Delivery, Financial Solutions, Outbound Sales, Financial Education, Digital Banking Setup, Account Maintenance, Wire Transfers, Loan Support, Confidentiality, Security, Communication Skills, Organizational Skills, Adaptability

Industry

Banking

Description
Description Hybrid role working from our Sioux Falls office and remotely. Are you ready to leverage your experience in building strong client relationships and managing complex projects in a new, rewarding direction? Join our team and apply your skills in a dynamic, specialized environment, working closely with physicians to deliver concierge-level financial solutions. We are seeking a driven professional who excels in fostering trust, delivering exceptional service, and making a meaningful impact in the lives of medical professionals. About Physician Bank Physician Bank, a division of the award-winning Heritage Bank NA, goes far beyond traditional banking. Our mission is to serve physicians with tailored financial solutions that address the unique challenges of their profession. We provide a highly personalized, "I’ll do it for you" service model designed to simplify financial management for doctors at every stage of their careers. Position Summary The Role - Your Next Career Move: As a Private Banker, you’ll draw on your strengths in building relationships, understanding client needs, and delivering outstanding service. This role is less about traditional banking and more about using your ability to connect with people, advocate on their behalf, and provide personalized solutions that help them achieve their financial goals. What Sets This Opportunity Apart: No Queues, Ever: We operate on an "Always On Call" basis, accessible via text, phone, or email. You get to focus on quality interactions over high-volume transactions. True Concierge Service: You will champion our “I’ll do it for you” approach, removing friction from our clients' busy lives. Comprehensive Expertise: You will be the single point of contact for everything from routine banking to credit coaching, giving you an unparalleled, holistic view of the banking industry. Core Responsibilities Client Engagement & Growth Manage live leads and utilize data mining to identify tailored financial opportunities. Drive outbound sales and provide valuable financial education to clients. Act as the welcoming face and voice of Physician Bank, ensuring a seamless, premium customer experience across phone, text, video messaging, and email. Accounts & Digital Management Guide clients through digital banking setups, password security, and account linking. Handle high-level account maintenance, including external transfer limits, P2P setup, wire transfers, and "move money" transactions. Manage complex account changes, travel notices, Reg E disputes, and tax form retrievals. Comprehensive Loan Support Serve as the primary point of contact for personal consumer loans. Coordinate seamlessly with mortgage lenders to assist with service inquiries, escrow, insurance, and tax forms for both retained and sold mortgages. Secondary Responsibilities Maintains the highest standards for confidentiality and security. Participates in all required BSA training and demonstrates knowledge of BSA relative to job responsibilities. Responsible for security as it applies to this position. Performs other duties as assigned. Bank Standards Mission: Help people succeed financially. Ethics: Always do the right thing. Solutions: Bring innovative solutions to challenges. Ownership: Take accountability and learn from our mistakes. Positivity: Bring energy and enthusiasm to everything we do. Disclaimer This job description outlines the general nature of the role and is not intended to be all-inclusive. Duties, responsibilities, and benefits may change as business needs evolve. Employment is at will, meaning either the employee or the Company may end the employment relationship at any time, consistent with applicable law. We are an Equal Opportunity Employer and value diversity at all levels of the organization. Requirements Demonstrated success in client relationship management and advocacy, with a proven ability to build trust and deliver exceptional service in any professional setting. Exceptional communication and interpersonal skills; able to earn trust and inspire confidence among discerning clients. Strong organizational skills and attention to detail when managing complex accounts or projects. Quick to adapt and eager to learn new industries and processes; experience in finance is a plus but not required.
Responsibilities
The Private Banker will manage live leads, drive outbound sales, and provide financial education while acting as the primary contact for clients across various communication channels. Core duties include guiding clients through digital banking, handling high-level account maintenance, and serving as the main point of contact for personal consumer loans.
Private Banker at Heritage Bank NA
Sioux Falls, South Dakota, United States - Full Time
Skills Needed
Client Relationship Management, Project Management, Fostering Trust, Exceptional Service Delivery, Financial Solutions, Outbound Sales, Financial Education, Digital Banking Setup, Account Maintenance, Wire Transfers, Loan Support, Confidentiality, Security, Communication Skills, Organizational Skills, Adaptability
Specialization
Candidates must demonstrate success in client relationship management, advocacy, and building trust, coupled with exceptional communication and interpersonal skills to inspire confidence. Strong organizational skills and attention to detail are necessary for managing complex accounts, and the role requires quick adaptability to learn new processes, though prior finance experience is a plus but not mandatory.
Experience Required
Minimum 2 year(s)
Private Banker at Sunflower Bank NA
San Diego, California, United States - Full Time
Skills Needed
Relationship Management, Credit Underwriting, Financial Analysis, Business Development, Direct Sales, Wealth Management, Credit Analysis, Networking, Portfolio Management, Tax Return Analysis, Financial Planning, Client Acquisition
Specialization
Requires a Bachelor's degree in Finance or Accounting with at least five years of direct sales experience and two years working with High-Net-Worth clients. Must possess strong credit underwriting skills and proficiency in analyzing personal and company financial statements.
Experience Required
Minimum 5 year(s)
Private Banker at Sunflower Bank NA
Irvine, California, United States - Full Time
Skills Needed
Relationship Management, Credit Underwriting, Financial Analysis, Business Development, Direct Sales, Wealth Management, Credit Analysis, Networking, Portfolio Management, Tax Return Analysis, Financial Planning, Client Acquisition
Specialization
Requires a Bachelor's degree in Finance or Accounting with at least five years of direct sales experience and two years working with High-Net-Worth clients. Must possess strong credit underwriting skills and proficiency in analyzing personal and company financial statements.
Experience Required
Minimum 5 year(s)
Private Banker at Desjardins
Toronto, Ontario, Canada - Full Time
Skills Needed
Relationship Management, Wealth Management, Complex Financing, Credit Analysis, Risk Management, Business Development, Financial Consulting, Strategic Planning, Client Advisory, Negotiation, Portfolio Management, Debt Management, Investment Solutions, Digital Solutions, Interpersonal Skills, Decision Quality
Specialization
Candidates must hold a bachelor's degree in finance or a related field and possess at least nine years of relevant experience, including four to six years in corporate financial consulting. Professional certifications such as MFDA, CIRO registration, and the Canadian Securities Course (CSC) are required.
Experience Required
Minimum 10 year(s)
Virtual Banker at Peoples Bank
Prestonsburg, Kentucky, United States - Full Time
Skills Needed
Relationship Management, Business Term Loans, Business Real Estate Loans, Lines Of Credit, Depository Accounts, Delinquency Management, Loan Renewals, Loan Extensions, Loan Modifications, Overdraft Management, Credit Administration, Financial Statement Analysis, Tax Return Interpretation, Verbal Communication, Written Communication, Problem Solving
Specialization
Candidates must possess a Bachelor's degree, preferably in accounting, finance, or economics, along with 1-3 years of experience in business or commercial lending. Essential qualifications include strong analytical abilities to evaluate financial documents, excellent communication and interpersonal skills, high organization, and the ability to exercise sound judgment and apply bank credit policy.
Personal Banker at Dickinson Financial Corp
Springfield, Missouri, United States - Full Time
Skills Needed
Client Service, Relationship Building, Sales, Problem Solving, Digital Expertise, Transaction Processing, Regulatory Compliance, Communication, Attention To Detail, Organization, Math Skills, Cash Handling, Nmls Licensing, Notary License, Microsoft Office
Specialization
Candidates must possess strong written and verbal communication skills, attention to detail, organizational ability, and strong sales capabilities, along with basic math proficiency. Required education is a high school diploma or equivalent, though an Associate degree is preferred, along with experience in client service, sales, and cash handling.
Personal Banker at City National Bank of WV
Oklahoma City, Oklahoma, United States - Full Time
Skills Needed
Customer Service, Sales, Prospecting, Cross Selling, Compliance, Problem Solving, Interpersonal Skills, Goal Oriented, Teamwork, Cash Handling, Microsoft Products, Computer Skills, Math Skills
Specialization
Candidates need at least one year of related experience in sales, customer service, cash handling, or financial services, or equivalent college hours, with military experience being considered. Required qualifications include proficiency with Microsoft products, strong customer service and problem-solving skills, and a self-motivated, goal-oriented approach.
Personal Banker at Standard Bank - UK
Abakaliki, Ebonyi State, Nigeria - Full Time
Skills Needed
Relationship Management, Banking Products, Needs Analysis, Cross Selling, Portfolio Management, Lending Processes, Credit Maintenance, Risk Management, Active Listening, Customer Service, Financial Services, Compliance
Specialization
Candidates must hold a university degree and possess at least 3 years of experience in personal and private banking. Proficiency in bank products, compliance procedures, and branch banking operations is required.
Experience Required
Minimum 2 year(s)
Personal Banker at Valley Bank
West Caldwell, New Jersey, United States - Full Time
Skills Needed
Customer Service, Cross Selling, Sales, Financial Needs Analysis, Account Opening, Loan Products Knowledge, On Line Banking, Mobile Banking, Cash Handling, Compliance, Communication, Interpersonal Skills, Problem Solving, Decision Making, Detail Oriented, Computer Skills
Specialization
Candidates must possess excellent verbal and written communication skills, strong interpersonal and customer service abilities, and sharp analytical and problem-solving capabilities for effective decision-making. A minimum of one year of business services experience in branch banking or successful completion of a specific training program is required, though an Associate's or Bachelor's degree in a related field is preferred.
Personal Banker at Valley Bank
Wood-Ridge, New Jersey, United States - Full Time
Skills Needed
Customer Service, Product Knowledge, Cross Selling, Professional Demeanor, Financial Needs Analysis, Sales, Account Opening, Loan Products, Online Banking, Mobile Banking, Transaction Processing, Cash Handling, Compliance, Communication, Interpersonal Skills, Problem Solving
Specialization
Required qualifications include excellent verbal and written communication, strong interpersonal and customer service skills, and analytical problem-solving abilities for complex customer issues. A minimum of one year of business services experience in branch banking or successful completion of a specific training program is required.
Personal Banker at City National Bank of WV
Enid, Oklahoma, United States - Full Time
Skills Needed
Customer Service, Sales, Cash Handling, Problem Solving, Interpersonal Skills, Teamwork, Microsoft Products, Computer Skills, Math Skills, Goal Oriented, Self Motivated, Bilingual
Specialization
Candidates must have one year of related experience in sales or customer service, or equivalent college hours. A high school diploma or equivalent is required, along with proficiency in Microsoft products and strong customer service skills.
Personal Banker at City National Bank of WV
Midwest City, Oklahoma, United States - Full Time
Skills Needed
Customer Service, Sales, Prospecting, Cross Selling, Compliance, Problem Solving, Interpersonal Skills, Goal Oriented, Teamwork, Cash Handling, Microsoft Products Proficiency, Computer Skills, Math Skills
Specialization
Candidates need at least one year of related experience in sales, customer service, cash handling, or financial services, or equivalent college hours, with military experience being considered. Required qualifications include proficiency with Microsoft products, basic math skills, strong customer service focus, and the ability to work flexible or extended hours.
Personal Banker at Advia Credit Union
Niles, Illinois, United States - Full Time
Skills Needed
Interacting With Customers, Proactive Phone Calls, Financial Solutions, Cross Sell, Lending Functions, Money Management Counseling, Building Book Of Business, Pipeline Management, New Account Functions, Electronic Services Enrollment, Interpersonal Skills, Courtesy, Tact, Policy Updates, Lending Trends, Bilingual Proficiency
Specialization
Candidates should possess strong interpersonal skills, courtesy, and tact, as the role involves significant personal contact with members and others. Prior experience working in an environment with individual and team goals is preferred.
Personal Banker at Standard Bank - UK
Uyo, Akwa Ibom State, Nigeria - Full Time
Skills Needed
Active Listening, Banking Process & Procedures, Customer Understanding (Consumer Banking), Product And Services Knowledge, Product Knowledge (Consumer Banking), Risk Identification, Telephone Caller Handling, Relationship Management, Cross Sell Opportunities, Needs Analysis
Specialization
Candidates must possess a university degree and a minimum of three years of banking experience, preferably in a customer-facing role with a strong background in relationship management. Key behavioral competencies include embracing change, upholding standards, and teamwork.
Experience Required
Minimum 2 year(s)
Manager Banking at Sia Partners - United Kingdom
Milan, Lombardy, Italy - Full Time
Skills Needed
Banking Projects, Digital Channels, Operating Model Review, Client Relationship Management, Business Growth, Commercial Development, Retail Banking, Banking Regulations, Psd, Aml, Innovative Payments, Digital Transformation, Customer Journey, Design Thinking, Agile Development, Scrum
Specialization
Candidates must have at least 5 years of experience gained at consulting firms or banking/payment institutions, with a Master's degree in economic-scientific fields (STEM disciplines). Required expertise includes Banking sector knowledge, Retail Banking processes, and familiarity with banking regulations, innovative payments, digital transformation, or Agile development.
Experience Required
Minimum 5 year(s)
Personal Banker at Valley Bank
New York, New York, United States - Full Time
Skills Needed
Customer Service, Product Knowledge, Cross Selling, Sales, Financial Needs Analysis, Account Opening, Loan Products, On Line Banking, Mobile Banking, Transaction Processing, Cash Handling, Compliance, Communication, Interpersonal Skills, Problem Solving, Decision Making
Specialization
Candidates must possess excellent verbal and written communication skills, strong interpersonal and customer service abilities, and sharp analytical and problem-solving capabilities for effective decision-making. A minimum of one year of business services experience in branch banking or successful completion of a specific training program is required, though an Associate's or Bachelor's degree in a related field is preferred.
Personal Banker at PNC
, Maryland, United States - Full Time
Skills Needed
Accountability, Banking, Client Loyalty, Customer Experience (Cx), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales, Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting, Retail Lending
Specialization
Successful candidates typically require an Associates or equivalent degree plus 3+ years of related experience or product knowledge, though a comparable combination of education and experience may be considered in lieu of a degree. Candidates must demonstrate skills in customer focus, risk management, and adherence to all policies and procedures.
Experience Required
Minimum 2 year(s)
Personal Banker at Vibrant Credit Union
Moline, Illinois, United States - Full Time
Skills Needed
Sales, Member Relationship Management, Cross Selling, Account Management, Customer Service, Communication Skills, Goal Oriented, Compliance, Risk Management, Financial Advice, Outbound Calls, Lead Generation, Digital Banking Guidance, Inquiry Resolution
Specialization
Candidates must possess three years of proven sales experience in the banking industry, preferably with knowledge of deposit accounts. The ideal candidate is self-motivated, goal-oriented, enjoys a competitive sales environment, and has exceptional communication skills.
Experience Required
Minimum 2 year(s)
Personal Banker at HIWAY CREDIT UNION
Minneapolis, Minnesota, United States - Full Time
Skills Needed
Financial Guidance, Customer Service, Account Opening, Lending, Relationship Building, Goal Orientation, Multi Tasking, Initiative, Sales, Pipeline Management
Specialization
Candidates must have a minimum High School degree or GED and at least two years of experience in financial services, including account opening, lending, and pipeline management. Eligibility to obtain an NMLS ID within 30 days of hire is also required.
Experience Required
Minimum 2 year(s)
Personal Banker at Dickinson Financial Corp
Pueblo, Colorado, United States - Full Time
Skills Needed
Client Service, Relationship Building, Sales, Problem Solving, Digital Expertise, Transaction Processing, Regulatory Compliance, Cash Handling, Communication, Attention To Detail, Organization, Math Skills, Office Skills, Nmls Licensing, Notary License
Specialization
Candidates must possess strong written and verbal communication skills, attention to detail, organizational ability, and strong sales skills, along with basic math proficiency and familiarity with standard office equipment and software. A high school diploma or GED is required, with an Associate degree preferred, alongside preferred experience in client service, sales, and cash handling, and the ability to obtain NMLS and state notary licenses.
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