Personal Banker Jobs in Prairieville, 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.
Contact Center Personal Banker
- Baton Rouge, LA (18 miles from Prairieville, LA)
- 4 days ago
- Baton Rouge, LA (18 miles from Prairieville, LA)
- 4 days ago
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote WorkOverview Personal Bankers are intentional about delivering a consistent best in class customer experience....
- Baton Rouge, LA (18 miles from Prairieville, LA)
- 6 days ago
- Baton Rouge, LA (18 miles from Prairieville, LA)
- 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...
- Baton Rouge, LA (18 miles from Prairieville, LA)
- 6 days ago
- Baton Rouge, LA (18 miles from Prairieville, LA)
- 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- Lake Charles, LA
- Baton Rouge, LA (18 miles from Prairieville, LA)
- 10 days ago
- Baton Rouge, LA (18 miles from Prairieville, LA)
- 10 days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
- Baton Rouge, LA (18 miles from Prairieville, LA)
- 16 days ago
- Baton Rouge, LA (18 miles from Prairieville, LA)
- 16 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Private Client Banker - Baton Rouge Bayou Market - Baton Rouge, LA
- Baton Rouge, LA (18 miles from Prairieville, LA)
- 30+ days ago
- Baton Rouge, LA (18 miles from Prairieville, LA)
- 30+ 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...
- Baton Rouge, LA (18 miles from Prairieville, LA)
- 26 days ago
- Baton Rouge, LA (18 miles from Prairieville, LA)
- 26 days ago
We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your...
Personal Banker SAFE Act - West Hollywood Sunset Branch
- Central, LA (17 miles from Prairieville, LA)
- 60+ days ago
- Central, LA (17 miles from Prairieville, LA)
- 60+ 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....
Demographic Data for Prairieville, LA
Moving to Prairieville, LA? Find some basic demographic data about Prairieville, LA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Prairieville, LA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Prairieville, 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
- Mortgage Lending
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- 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
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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