Personal Banker Jobs in Beaufort, SC
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.
- Bluffton, SC (14 miles from Beaufort, SC)
- 1 day ago
- Bluffton, SC (14 miles from Beaufort, SC)
- 1 day ago
Our client is a boutique RIA seeking an experienced Certified Financial Planner (CFP) with 3-5 years of experience to join our team. The ideal candidate will provide comprehensive financial...
Personal Banker Roving Edisto District, SC
- Edisto, SC (23 miles from Beaufort, SC)
- 30+ days ago
- Edisto, SC (23 miles from Beaufort, SC)
- 30+ days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Banker job family....
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...
Financial Advisor Trainee - PCG (Bluffton, SC)
- Bluffton, SC (14 miles from Beaufort, SC)
- 90+ days ago
- Bluffton, SC (14 miles from Beaufort, SC)
- 90+ days ago
Job Summary\: Through distance learning, apprenticeship and training at the firms international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next...
Demographic Data for Beaufort, SC
Moving to Beaufort, SC? Find some basic demographic data about Beaufort, SC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Beaufort, SC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Beaufort, SC 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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