Personal Banker Jobs in Southaven, MS
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.
- Memphis, TN (13 miles from Southaven, MS)
- 23 hours ago
- Memphis, TN (13 miles from Southaven, MS)
- 23 hours ago
Kelman-Lazarov is seeking candidates interested in serving as an Associate Financial Advisor/Financial Planner. In this role, you will work directly with our clients to assist them with their...
- Memphis, TN (13 miles from Southaven, MS)
- 1 day ago
- Memphis, TN (13 miles from Southaven, MS)
- 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...
- Olive Branch, MS (11 miles from Southaven, MS)
- 1 day ago
- Olive Branch, MS (11 miles from Southaven, MS)
- 1 day 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...
- Memphis, TN (13 miles from Southaven, MS)
- 19 days ago
- Memphis, TN (13 miles from Southaven, MS)
- 19 days ago
As a Personal Banker you will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
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,...
- Memphis, TN (13 miles from Southaven, MS)
- 30+ days ago
- Memphis, TN (13 miles from Southaven, MS)
- 30+ days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Memphis, TN (13 miles from Southaven, MS)
- 90+ days ago
- Memphis, TN (13 miles from Southaven, MS)
- 90+ days ago
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...
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
Financial Advisor - Investment Services Group
- Germantown, TN (15 miles from Southaven, MS)
- 90+ days ago
- Germantown, TN (15 miles from Southaven, MS)
- 90+ days ago
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
Demographic Data for Southaven, MS
Moving to Southaven, MS? Find some basic demographic data about Southaven, MS below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Southaven, MS
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Southaven, MS 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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Here are some other career titles that require similar skills
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