Personal Banker Jobs in Shallotte, NC
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 -Greenville, SC
- Myrtle Beach, SC (24 miles from Shallotte, NC)
- 13 days ago
- Myrtle Beach, SC (24 miles from Shallotte, NC)
- 13 days ago
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 future they envision and respond to some...
- Ocean Isle Beach, NC (9 miles from Shallotte, NC)
- 30+ days ago
- Ocean Isle Beach, NC (9 miles from Shallotte, NC)
- 30+ days ago
Under direct supervision, the Personal Banker II will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience....
Financial Advisor- Team Sponsored Launch - Coastal Financial Consultants- Myrtle Beach, SC
- Myrtle Beach, SC (24 miles from Shallotte, NC)
- 30+ days ago
- Myrtle Beach, SC (24 miles from Shallotte, NC)
- 30+ days ago
Responsibilities: Learn and understand the entire operation Participate in Joint Fieldwork with Coastal Financial Consultants to build expertise and learn best-practices within the industry Meet...
- Myrtle Beach, SC (24 miles from Shallotte, NC)
- 45+ days ago
- Myrtle Beach, SC (24 miles from Shallotte, NC)
- 45+ days ago
Equitable Advisors- Retirement Benefits Group Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded...
- Myrtle Beach, SC (24 miles from Shallotte, NC)
- 60+ days ago
- Myrtle Beach, SC (24 miles from Shallotte, NC)
- 60+ days ago
At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle...
Demographic Data for Shallotte, NC
Moving to Shallotte, NC? Find some basic demographic data about Shallotte, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Shallotte, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Shallotte, NC 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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