Personal Banker Jobs in Delaware
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.
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term...
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
Private Client Banker - Rehoboth Beach, DE
- Rehoboth Beach, DE
- 5 days ago
- Rehoboth Beach, DE
- 5 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Financial Advisor First Citizens Community Bank
- Wilmington, DE
- 15 days ago
- Wilmington, DE
- 15 days ago
Financial Advisor First Citizens Community Bank Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients....
Banker job family....
As a Personal Banker you will strengthen customer relationships with a defined sales process....
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
As a Personal Banker you will strengthen customer relationships with a defined sales process....
PAY GRADE: 28N Newark/Hybrid CONTEXT OF THE JOB: Under the general direction of the Senior Student Financial Services (SFS) Advisor, the SFS Advisor helps ensure student success by providing...
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
Affluent Market Financial Advisor (draw salary plus commission)
- Georgetown, DE
- 30+ days ago
- Georgetown, DE
- 30+ days ago
Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from mass...
Financial Advisor - Dover Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union...
Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our...
ACT NOW! ENGIE arbeitet in Deutschland an der Entwicklung eines diversifizierten Energiemixes, bei dem der Anteil der erneuerbaren Energien deutlich steigen soll. Mehr als 5.900 Mitarbeiter:innen...
ACT NOW! ENGIE arbeitet in Deutschland an der Entwicklung eines diversifizierten Energiemixes, bei dem der Anteil der erneuerbaren Energien deutlich steigen soll. Mehr als 5.900 Mitarbeiter:innen...
Demographic Data for Delaware
Moving to Delaware? Find some basic demographic data about Delaware below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Delaware
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Delaware 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
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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