Personal Banker Jobs in Prattville, 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.
- Montgomery, AL (11 miles from Prattville, AL)
- 6 days ago
- Montgomery, AL (11 miles from Prattville, AL)
- 6 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
- Montgomery, AL (11 miles from Prattville, AL)
- 6 days ago
- Montgomery, AL (11 miles from Prattville, AL)
- 6 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
Financial Advisor (Orange County Branches)
- Montgomery, AL (11 miles from Prattville, AL)
- 7 days ago
- Montgomery, AL (11 miles from Prattville, AL)
- 7 days ago
At Rhinebeck Bank, we are committed to providing exceptional financial services to our clients while fostering an environment where talented individuals can thrive. As part of our growing team,...
- Montgomery, AL (11 miles from Prattville, AL)
- 9 days ago
- Montgomery, AL (11 miles from Prattville, AL)
- 9 days ago
Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly...
- Montgomery, AL (18 miles from Prattville, AL)
- 12 days ago
- Montgomery, AL (18 miles from Prattville, AL)
- 12 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
Personal Banker (Temporary) - Carmichael Road
- Montgomery, AL (11 miles from Prattville, AL)
- 13 days ago
- Montgomery, AL (11 miles from Prattville, AL)
- 13 days ago
Job Summary Entry-level banking role to build proficiency in transaction, sales and service functions. Operates as a multi-functional team member with the ability to process transactions, provide...
- Montgomery, AL (11 miles from Prattville, AL)
- 18 days ago
- Montgomery, AL (11 miles from Prattville, AL)
- 18 days ago
As a Personal Banker within PNC's Downtown Montgomery organization, you will be based in Montgomery Alabama....
- Montgomery, AL (11 miles from Prattville, AL)
- 24 days ago
- Montgomery, AL (11 miles from Prattville, AL)
- 24 days ago
As a Personal Banker you will strengthen customer relationships with a defined sales process....
Financial Advisor Trainee - PCG (Montgomery, AL)
- Montgomery, AL (11 miles from Prattville, AL)
- 45+ days ago
- Montgomery, AL (11 miles from Prattville, AL)
- 45+ 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 I (Entry Level) - Carmichael Road
- Montgomery, AL (11 miles from Prattville, AL)
- 45+ days ago
- Montgomery, AL (11 miles from Prattville, AL)
- 45+ days ago
Personal Banker I (Entry Level) - Carmichael Road 3.3 3.3 out of 5 stars 4121 Carmichael Road, Montgomery, AL 36106 Job Summary Entry-level banking role to build proficiency in transaction, sales and...
- Montgomery, AL (11 miles from Prattville, AL)
- 90+ days ago
- Montgomery, AL (11 miles from Prattville, AL)
- 90+ days ago
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
Demographic Data for Prattville, AL
Moving to Prattville, AL? Find some basic demographic data about Prattville, AL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Prattville, AL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Prattville, 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
- Mortgage Lending
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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