Personal Banker Jobs in Louisiana
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.
Banker job family....
Personal Banker Associate II - Turkey Creek (Knoxville, TN) DeNovo
- Turkey Creek, LA
- 8 days ago
- Turkey Creek, LA
- 8 days ago
Banker job family....
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....
Financial Advisor Lafayette, LA Who we are Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the...
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,...
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,...
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,...
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,...
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,...
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,...
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,...
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,...
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,...
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,...
Private Client Banker - Place Saint Charles - New Orleans, LA
- New Orleans, LA
- 28 days ago
- New Orleans, LA
- 28 days ago
JobID: 210596803 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-02-11T14:32:42+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
Demographic Data for Louisiana
Moving to Louisiana? Find some basic demographic data about Louisiana below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Louisiana
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Louisiana 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
Other Career Titles
Here are some other career titles that require similar skills
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