Personal Banker Jobs in Swansea, IL
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.
Senior Financial Advisor - Edward Jones Connections
- Saint Louis, MO (16 miles from Swansea, IL)
- 18 hours ago
- Saint Louis, MO (16 miles from Swansea, IL)
- 18 hours ago
You could say we're at the center of the center. Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations...
Financial Advisor - St. Louis Counties and surrounding counties
- Saint Louis, MO (16 miles from Swansea, IL)
- 20 hours ago
- Saint Louis, MO (16 miles from Swansea, IL)
- 20 hours ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Financial Advisor - Metro East/ St. Louis and Surrounding Areas
- Collinsville, IL (15 miles from Swansea, IL)
- 1 day ago
- Collinsville, IL (15 miles from Swansea, IL)
- 1 day ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
- Saint Louis, MO (16 miles from Swansea, IL)
- 1 day ago
- Saint Louis, MO (16 miles from Swansea, IL)
- 1 day ago
banking including deposit, loan, and account opening experience, may be considered for the position of a Personal Banker I....
- Imperial, MO (24 miles from Swansea, IL)
- 1 day ago
- Imperial, MO (24 miles from Swansea, IL)
- 1 day ago
Financial Advisor First State Financial Management Company Description First State Financial Management is a full-service investment and wealth management firm. As a subsidiary of First State...
Financial Advisor - Career Change Opportunity
- Caseyville, IL (11 miles from Swansea, IL)
- 2 days ago
- Caseyville, IL (11 miles from Swansea, IL)
- 2 days ago
Edward Jones Financial Advisor - Career Change Opportunity in Caseyville , Illinois You could say we're at the center of the center. Here at Edward Jones the client is our single focus and our...
HQ Transitional Financial Advisor
- Saint Louis, MO (16 miles from Swansea, IL)
- 2 days ago
- Saint Louis, MO (16 miles from Swansea, IL)
- 2 days ago
You could say we're at the center of the center. Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations...
- Affton, MO (19 miles from Swansea, IL)
- 3 days ago
- Affton, MO (19 miles from Swansea, IL)
- 3 days ago
Come be a part of something greater! Great Southern Bank is committed to fostering an environment where everyone can contribute and succeed at every level. By embracing diversity, we celebrate and...
- Arnold, MO (23 miles from Swansea, IL)
- 4 days ago
- Arnold, MO (23 miles from Swansea, IL)
- 4 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Financial Advisor - Edward Jones Connection
- Saint Louis, MO (16 miles from Swansea, IL)
- 5 days ago
- Saint Louis, MO (16 miles from Swansea, IL)
- 5 days ago
You could say we're at the center of the center. Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations...
- Saint Louis, MO (16 miles from Swansea, IL)
- 7 days ago
- Saint Louis, MO (16 miles from Swansea, IL)
- 7 days ago
Aston Carter Financial Advisor in St. Louis , Missouri Job Title: Financial Advisor Job Description The Financial Planner position is sales-oriented and client-facing, allowing you to build...
- Saint Louis, MO (16 miles from Swansea, IL)
- 7 days ago
- Saint Louis, MO (16 miles from Swansea, IL)
- 7 days ago
GET MORE OUT OF YOUR CAREER Choose a career where changing someone else's life for the better is also life-changing for you - personally, professionally, and financially. OUR CORE VALUES Faith:...
Personal Banker - Richmond Heights, MO - St. Louis Branch
- Saint Louis, MO (16 miles from Swansea, IL)
- 7 days ago
- Saint Louis, MO (16 miles from Swansea, IL)
- 7 days ago
The Personal Banker position involves cultivating meaningful member connections through an engaging and consultative approach....
- Saint Louis, MO (16 miles from Swansea, IL)
- 9 days ago
- Saint Louis, MO (16 miles from Swansea, IL)
- 9 days ago
Commerce Bank Financial Advisor in St. Louis , Missouri About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and...
- Arnold, MO (23 miles from Swansea, IL)
- 11 days ago
- Arnold, MO (23 miles from Swansea, IL)
- 11 days ago
Job Details Job Location : Arnold Branch - Arnold, MO Position Type : Full Time Salary Range : Undisclosed Description PRIMARY PURPOSE OF JOB This position is a float-based position with whose...
Demographic Data for Swansea, IL
Moving to Swansea, IL? Find some basic demographic data about Swansea, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Swansea, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Swansea, IL 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
- 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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