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.
- Charleston, SC (10 miles from Daniel Island, SC)
- 23 hours ago
- Charleston, SC (10 miles from Daniel Island, SC)
- 23 hours ago
services, products, and procedures with care and detail Prepare account documents and obtain signatures when necessary Process transactions such as: check cashing, deposits, withdrawals, transfers,...
Personal Banker Full Time - Charleston Citadel Mall, Charleston SC
- Charleston, SC (10 miles from Daniel Island, SC)
- 6 days ago
- Charleston, SC (10 miles from Daniel Island, SC)
- 6 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....
- Charleston, SC (10 miles from Daniel Island, SC)
- 7 days ago
- Charleston, SC (10 miles from Daniel Island, SC)
- 7 days ago
At MassMutual South Carolina, when you become a member of our team, you know that our financial planning process is all about you and your client. That never changes. We strive to meet you where...
Personal Banker Full Time - North Rivers Market, North Charleston SC
- North Charleston, SC (10 miles from Daniel Island, SC)
- 12 days ago
- North Charleston, SC (10 miles from Daniel Island, SC)
- 12 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....
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Roving Personal Banker Full Time - Edisto District - Charleston, SC
- Summerville, SC (22 miles from Daniel Island, SC)
- 14 days ago
- Summerville, SC (22 miles from Daniel Island, SC)
- 14 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....
Private Client Banker - (New Build) Knightsville - Knightsville, SC
- Summerville, SC (22 miles from Daniel Island, SC)
- 16 days ago
- Summerville, SC (22 miles from Daniel Island, SC)
- 16 days ago
JobID: 210617774 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-04-17T15:47:45+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
Private Client Banker - (New Build) Nexton - Summerville, SC
- Summerville, SC (22 miles from Daniel Island, SC)
- 16 days ago
- Summerville, SC (22 miles from Daniel Island, SC)
- 16 days ago
JobID: 210617776 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-04-17T15:44:07+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
Private Client Banker - (New Build) Carnes Crossroads - Summerville, SC
- Summerville, SC (22 miles from Daniel Island, SC)
- 17 days ago
- Summerville, SC (22 miles from Daniel Island, SC)
- 17 days 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...
Financial Services Specialist (Jr Personal Banker)
- Mount Pleasant, SC (6 miles from Daniel Island, SC)
- 30+ days ago
- Mount Pleasant, SC (6 miles from Daniel Island, SC)
- 30+ days ago
Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services Benefits are an integral part of...
Financial Advisor - Myrtle Beach / Mt. Pleasant, SC
- Mt Pleasant, SC (6 miles from Daniel Island, SC)
- 45+ days ago
- Mt Pleasant, SC (6 miles from Daniel Island, SC)
- 45+ days 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 Associate I- Summerville
- Summerville, SC (22 miles from Daniel Island, SC)
- 90+ days ago
- Summerville, SC (22 miles from Daniel Island, SC)
- 90+ days ago
Banker job family....
- North Charleston, SC (10 miles from Daniel Island, SC)
- 90+ days ago
- North Charleston, SC (10 miles from Daniel Island, SC)
- 90+ days ago
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
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
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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