Personal Banker Jobs in Charleston, 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.
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....
Private Client Banker - Houston Northcutt - Mount Pleasant, SC
- Mount Pleasant, SC (6 miles from Charleston, SC)
- 14 hours ago
- Mount Pleasant, SC (6 miles from Charleston, SC)
- 14 hours 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...
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....
Personal Banker Roving Edisto District, SC
- North Charleston, SC
- 15 days ago
- North Charleston, SC
- 15 days ago
Wells Fargo Personal Banker Roving Edisto District, SC in NORTH CHARLESTON , South Carolina Why Wells Fargo: Are you looking for more? Find it here....
Personal Banker II - James Island Synovus - 3.3 Charleston, SC Job Details Full-time Estimated: $40.1K - $48.9K a year 1 day ago Qualifications Sales Customer service Mid-level Microsoft Office High...
Retail Personal Banker Associate I- W. Ashley
- Charleston, SC
- 30+ days ago
- Charleston, SC
- 30+ days ago
#LI-HT1 Retail Personal Banker Associate I- W....
Financial Advisor - South Atlanta, GA and Orlando, FL, SC
- Charleston, SC
- 30+ days ago
- Charleston, SC
- 30+ days ago
Join Our Team as a Financial Advisor! About the Role: Are you a motivated and experienced Financial Advisor looking to make a real impact? We are expanding our team in Atlanta, GA and Orlando, FL....
Retail Personal Banker I- Upstate-Charleston
- Charleston, SC
- 60+ days ago
- Charleston, SC
- 60+ days ago
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...
Float Personal Banker I - Charleston
- Mount Pleasant, SC (6 miles from Charleston, SC)
- 90+ days ago
- Mount Pleasant, SC (6 miles from Charleston, SC)
- 90+ days ago
#LI-HT1 Float Personal Banker I - Charleston LOCATION -- Mount Pleasant, South Carolina 29464 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote...
Merrill Experienced Financial Advisor
- Mount Pleasant, SC (6 miles from Charleston, SC)
- 90+ days ago
- Mount Pleasant, SC (6 miles from Charleston, SC)
- 90+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
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 Charleston, SC
Moving to Charleston, SC? Find some basic demographic data about Charleston, SC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Charleston, SC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Charleston, 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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