Personal Banker Jobs in Conway, 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.
Financial Advisor - Career Change Opportunity
- Murrells Inlet, SC (21 miles from Conway, SC)
- 7 days ago
- Murrells Inlet, SC (21 miles from Conway, SC)
- 7 days ago
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
- Murrells Inlet, SC (21 miles from Conway, SC)
- 7 days ago
- Murrells Inlet, SC (21 miles from Conway, SC)
- 7 days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
Financial Advisor -Greenville, SC
- Myrtle Beach, SC (13 miles from Conway, SC)
- 12 days ago
- Myrtle Beach, SC (13 miles from Conway, SC)
- 12 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 (22 miles from Conway, SC)
- 30+ days ago
- Ocean Isle Beach, NC (22 miles from Conway, SC)
- 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 (13 miles from Conway, SC)
- 30+ days ago
- Myrtle Beach, SC (13 miles from Conway, SC)
- 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...
If youre looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial...
- Myrtle Beach, SC (13 miles from Conway, SC)
- 45+ days ago
- Myrtle Beach, SC (13 miles from Conway, SC)
- 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 (13 miles from Conway, SC)
- 45+ days ago
- Myrtle Beach, SC (13 miles from Conway, SC)
- 45+ 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 Conway, SC
Moving to Conway, SC? Find some basic demographic data about Conway, SC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Conway, SC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Conway, 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
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »