Personal Banker Jobs in Huntsville, AL
A Personal Banker is a professional who assists clients with their financial objectives, providing them with a range of banking services such as managing bank accounts, providing information on the bank's products and services, offering financial advice, and helping with transactions such as loans and credits. They act as a liaison between the bank and its customers, focusing on building and maintaining relationships to ensure customer satisfaction and loyalty. Their main objective is to help customers understand their financial options and make the best decisions for their financial wellbeing.
Important skills a Personal Banker should possess include excellent customer service skills, strong communication, mathematical proficiency, attention to detail, and problem-solving abilities. They should have a deep understanding of financial products and services. Along with this, they must have a certain level of sales skills to cross-sell and upsell banking products. In most cases, a bachelor's degree in finance, business, or related field is required. Some banks may require certification such as Certified Personal Banker (CPB) conferred by the American Bankers Association. Prior to becoming a Personal Banker, individuals might have held positions such as Bank Teller, Customer Service Representative, or Financial Analyst.
Financial Advisor - Career Change Opportunity
- Madison, AL (15 miles from Huntsville, AL)
- 2 hours ago
- Madison, AL (15 miles from Huntsville, AL)
- 2 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 12-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Job Summary Entry-level banking role to build proficiency in transactional, and service functions. Operates as a multi-functional team member with the ability to process transactions, provide...
Financial Advisor - Paid Training Provided
- Toney, AL (15 miles from Huntsville, AL)
- 5 days ago
- Toney, AL (15 miles from Huntsville, AL)
- 5 days ago
Financial Advisor - Paid Training Provided in Toney Job Ref: ... Employer: Network Company Name: Edward Jones Industry: Banking Job Type: Full Time State: Alabama City: Toney Zip Code: 35773 Post...
Summary Provides consultative financial advice and guidance to the members in regards to their investment needs. Helps accomplish financial objectives by assessing financial situation; developing...
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Personal Banker Associate II - Hays Farm (Huntsville, AL)
- Huntsville, AL
- 17 days ago
- Huntsville, AL
- 17 days ago
Banker job family....
Financial Advisor Trainee - PCG (Huntsville, AL)
- Huntsville, AL
- 18 days ago
- Huntsville, AL
- 18 days ago
#LI-DW About Raymond James Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations...
Personal Banker Associate I - Pine Grove (Madison, AL)
- Huntsville, AL
- 19 days ago
- Huntsville, AL
- 19 days ago
Banker job family....
Personal Banker Associate II - Pine Grove (Madison, AL)
- Huntsville, AL
- 19 days ago
- Huntsville, AL
- 19 days ago
Banker job family....
Personal Banker Associate I - Hays Farm (Huntsville, AL)
- Huntsville, AL
- 21 days ago
- Huntsville, AL
- 21 days ago
Banker job family....
Limited origination of simple consumer lending products such as personal loans and credit cards....
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Banker job family....
Float Personal Banker Associate I - Huntsville, AL
- Huntsville, AL
- 60+ days ago
- Huntsville, AL
- 60+ days ago
Banker job family....
Location : On site at location listed in job posting. Summary As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and...
At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle...
Demographic Data for Huntsville, AL
Moving to Huntsville, AL? Find some basic demographic data about Huntsville, AL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Huntsville, AL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Huntsville, AL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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