Personal Banker Jobs in Baker, LA
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 at Prudential Financial Financial Advisor at Prudential Financial in Baker, Louisiana Posted in Other 25 days ago. Type: full-time Job Description: The ideal candidate will...
US Experienced Financial Advisor
- Baton Rouge, LA (9 miles from Baker, LA)
- 12 days ago
- Baton Rouge, LA (9 miles from Baker, LA)
- 12 days ago
We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model....
- Prairieville, LA (24 miles from Baker, LA)
- 23 days ago
- Prairieville, LA (24 miles from Baker, LA)
- 23 days ago
Job Description: Are you tired of large institutions whose values and ethics have gone down the drain? A great company should be founded and built upon mutual understanding, trust, collaboration,...
- Baton Rouge, LA (9 miles from Baker, LA)
- 23 days ago
- Baton Rouge, LA (9 miles from Baker, LA)
- 23 days ago
Job Description: Are you tired of large institutions whose values and ethics have gone down the drain? A great company should be founded and built upon mutual understanding, trust, collaboration,...
Personal Banker SAFE Act - West Hollywood Sunset Branch
- Central, LA (9 miles from Baker, LA)
- 30+ days ago
- Central, LA (9 miles from Baker, LA)
- 30+ days ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
Lead Personal Banker/Relationship Manager Baton Rouge
- Baton Rouge, LA (9 miles from Baker, LA)
- 60+ days ago
- Baton Rouge, LA (9 miles from Baker, LA)
- 60+ days ago
Personal Banker (Teller) - Floater | Covington Position Summary: This position reports to the Assistant Branch Manager, Branch Manager, or Chief Retail Banking Officer....
Demographic Data for Baker, LA
Moving to Baker, LA? Find some basic demographic data about Baker, LA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Baker, LA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Baker, LA 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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