Personal Banker Jobs in Indian Land, 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.
Engagement Financial Advisor Analyst
- Charlotte, NC (16 miles from Indian Land, SC)
- 1 day ago
- Charlotte, NC (16 miles from Indian Land, SC)
- 1 day ago
Position Summary Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk...
Personal Banker University Place
- Charlotte, NC (16 miles from Indian Land, SC)
- 2 days ago
- Charlotte, NC (16 miles from Indian Land, SC)
- 2 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....
Float Personal Banker Associate I - Charlotte East Region
- Charlotte, NC (16 miles from Indian Land, SC)
- 2 days ago
- Charlotte, NC (16 miles from Indian Land, SC)
- 2 days ago
Banker job family....
- Charlotte, NC (16 miles from Indian Land, SC)
- 3 days ago
- Charlotte, NC (16 miles from Indian Land, SC)
- 3 days ago
As a Branch Banker within PNC's retail banking organization, you will be based in Charlotte, NC at the Ballantyne Branch....
Technology Client Relationship Manager I/Project Manager I
- Charlotte, NC (16 miles from Indian Land, SC)
- 9 days ago
- Charlotte, NC (16 miles from Indian Land, SC)
- 9 days ago
A leading comprehensive engineering design and consulting firm, SSR provides innovative solutions for clients with facility and infrastructure challenges. To achieve client needs, SSR has multiple...
Private Client Banker - Farmington Ridge (New Build) - Charlotte,NC NC
- Charlotte, NC (16 miles from Indian Land, SC)
- 12 days ago
- Charlotte, NC (16 miles from Indian Land, SC)
- 12 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...
Bilingual Spanish -Personal Banker South Park Mall
- Charlotte, NC (16 miles from Indian Land, SC)
- 30+ days ago
- Charlotte, NC (16 miles from Indian Land, SC)
- 30+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions....
Financial Advisor - Hickory / Charlotte, NC
- Charlotte, NC (16 miles from Indian Land, SC)
- 30+ days ago
- Charlotte, NC (16 miles from Indian Land, 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...
HFA Financial Advisor Senior - Branch
- Charlotte, NC (16 miles from Indian Land, SC)
- 30+ days ago
- Charlotte, NC (16 miles from Indian Land, SC)
- 30+ days ago
Description Summary: The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become...
Remote WorkFinancial Advisor (Annuity Team), UBS Wealth Advice Center
- Charlotte, NC (16 miles from Indian Land, SC)
- 30+ days ago
- Charlotte, NC (16 miles from Indian Land, SC)
- 30+ days ago
We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank....
Financial Advisor (Legacy Transition Team), UBS Wealth Advice Center
- Charlotte, NC (16 miles from Indian Land, SC)
- 30+ days ago
- Charlotte, NC (16 miles from Indian Land, SC)
- 30+ days ago
We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank....
Financial Advisor Team Manager (Institutional Benefits), UBS Wealth Ad
- Charlotte, NC (16 miles from Indian Land, SC)
- 45+ days ago
- Charlotte, NC (16 miles from Indian Land, SC)
- 45+ days ago
We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank....
Financial Advisor, Senior Associate
- Charlotte, NC (16 miles from Indian Land, SC)
- 60+ days ago
- Charlotte, NC (16 miles from Indian Land, SC)
- 60+ days ago
About the Role: Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX. In this role, you will...
- Charlotte, NC (16 miles from Indian Land, SC)
- 60+ days ago
- Charlotte, NC (16 miles from Indian Land, SC)
- 60+ days ago
SUMMARY: The position of Roving Personal Banker is responsible for ensuring the customer’s needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate...
Financial Advisor Team Manager, UBS Wealth Advice Center
- Charlotte, NC (16 miles from Indian Land, SC)
- 60+ days ago
- Charlotte, NC (16 miles from Indian Land, SC)
- 60+ days ago
We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank....
Demographic Data for Indian Land, SC
Moving to Indian Land, SC? Find some basic demographic data about Indian Land, SC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Indian Land, SC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Indian Land, 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
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- 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
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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