Personal Banker Jobs in Daniel Island, 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.
Health Solutions Client Relationship Manager
- Charleston, SC (10 miles from Daniel Island, SC)
- 4 hours ago
- Charleston, SC (10 miles from Daniel Island, SC)
- 4 hours ago
Together we fight for everyones opportunity for a better financial future. We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand up...
Financial Advisor - Myrtle Beach / Mt. Pleasant, SC
- Mt Pleasant, SC (6 miles from Daniel Island, SC)
- 4 hours ago
- Mt Pleasant, SC (6 miles from Daniel Island, SC)
- 4 hours 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...
Personal Banker North Charleston SC
- Charleston, SC (10 miles from Daniel Island, SC)
- 14 hours ago
- Charleston, SC (10 miles from Daniel Island, SC)
- 14 hours 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....
Private Client Banker - Houston Northcutt - Mount Pleasant, SC
- Mount Pleasant, SC (6 miles from Daniel Island, SC)
- 1 day ago
- Mount Pleasant, SC (6 miles from Daniel Island, SC)
- 1 day 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...
Personal Banker Citadel Mall Charleston SC
- Charleston, SC (10 miles from Daniel Island, SC)
- 4 days ago
- Charleston, SC (10 miles from Daniel Island, SC)
- 4 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....
Personal Banker Roving Edisto District, SC
- North Charleston, SC (10 miles from Daniel Island, SC)
- 15 days ago
- North Charleston, SC (10 miles from Daniel Island, 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
- Charleston, SC (10 miles from Daniel Island, SC)
- 22 days ago
- Charleston, SC (10 miles from Daniel Island, SC)
- 22 days ago
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- Summerville
- Summerville, SC (22 miles from Daniel Island, SC)
- 30+ days ago
- Summerville, SC (22 miles from Daniel Island, SC)
- 30+ days ago
Banker job family....
Retail Personal Banker Associate I- W. Ashley
- Charleston, SC (10 miles from Daniel Island, SC)
- 30+ days ago
- Charleston, SC (10 miles from Daniel Island, SC)
- 30+ days ago
#LI-HT1 Retail Personal Banker Associate I- W....
Financial Advisor - South Atlanta, GA and Orlando, FL, SC
- Charleston, SC (10 miles from Daniel Island, SC)
- 30+ days ago
- Charleston, SC (10 miles from Daniel Island, 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....
Personal Banker Associate I- Summerville
- Summerville, SC (22 miles from Daniel Island, SC)
- 45+ days ago
- Summerville, SC (22 miles from Daniel Island, SC)
- 45+ days ago
Banker job family....
Retail Personal Banker I- Upstate-Charleston
- Charleston, SC (10 miles from Daniel Island, SC)
- 60+ days ago
- Charleston, SC (10 miles from Daniel Island, SC)
- 60+ days ago
Banker job family....
- North Charleston, SC (10 miles from Daniel Island, SC)
- 60+ days ago
- North Charleston, SC (10 miles from Daniel Island, SC)
- 60+ 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...
Float Personal Banker I - Charleston
- Mount Pleasant, SC (6 miles from Daniel Island, SC)
- 90+ days ago
- Mount Pleasant, SC (6 miles from Daniel Island, 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 Daniel Island, SC)
- 90+ days ago
- Mount Pleasant, SC (6 miles from Daniel Island, 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...
Demographic Data for Daniel Island, SC
Moving to Daniel Island, SC? Find some basic demographic data about Daniel Island, SC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Daniel Island, SC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Daniel Island, 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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