Personal Banker Jobs in Hardeeville, 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.
Personal Banker - Hilton Head North Island, Hilton Head, SC
- Hilton Head Island, SC (15 miles from Hardeeville, SC)
- 3 days ago
- Hilton Head Island, SC (15 miles from Hardeeville, SC)
- 3 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....
Roving Personal Banker Full Time - Sweetgrass District - Hilton Head, South Carolina
- Bluffton, SC (9 miles from Hardeeville, SC)
- 3 days ago
- Bluffton, SC (9 miles from Hardeeville, SC)
- 3 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....
Personal Banker - Bull Street - Savannah, GA
- Savannah, GA (12 miles from Hardeeville, SC)
- 5 days ago
- Savannah, GA (12 miles from Hardeeville, SC)
- 5 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....
Financial Advisor - Career Change Opportunity
- Bluffton, SC (9 miles from Hardeeville, SC)
- 9 days ago
- Bluffton, SC (9 miles from Hardeeville, SC)
- 9 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 10-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Roving Personal Banker Full Time - Sweetgrass District, South Carolina
- Bluffton, SC (9 miles from Hardeeville, SC)
- 10 days ago
- Bluffton, SC (9 miles from Hardeeville, SC)
- 10 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....
Patient Financial Advisor - Full Time OVERNIGHT
- Springfield, GA (22 miles from Hardeeville, SC)
- 23 days ago
- Springfield, GA (22 miles from Hardeeville, SC)
- 23 days ago
Patient Financial Advisor - Full Time OVERNIGHT South Springfield, GA Registration Job Type Full-time Description Are you interested in building a career with other TOP PERFORMERS? Committed to...
Financial Advisor - Savannah, GA
- Savannah, GA (12 miles from Hardeeville, SC)
- 30+ days ago
- Savannah, GA (12 miles from Hardeeville, SC)
- 30+ 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...
Demographic Data for Hardeeville, SC
Moving to Hardeeville, SC? Find some basic demographic data about Hardeeville, SC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Hardeeville, SC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Hardeeville, 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
- Mortgage Lending
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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