Personal Banker Jobs in Isle Of Palms, 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 (11 miles from Isle Of Palms, SC)
- 8 hours ago
- Charleston, SC (11 miles from Isle Of Palms, SC)
- 8 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 (5 miles from Isle Of Palms, SC)
- 8 hours ago
- Mt Pleasant, SC (5 miles from Isle Of Palms, SC)
- 8 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 (11 miles from Isle Of Palms, SC)
- 19 hours ago
- Charleston, SC (11 miles from Isle Of Palms, SC)
- 19 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 (5 miles from Isle Of Palms, SC)
- 1 day ago
- Mount Pleasant, SC (5 miles from Isle Of Palms, 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 (11 miles from Isle Of Palms, SC)
- 4 days ago
- Charleston, SC (11 miles from Isle Of Palms, 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 Isle Of Palms, SC)
- 15 days ago
- North Charleston, SC (10 miles from Isle Of Palms, 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 (11 miles from Isle Of Palms, SC)
- 22 days ago
- Charleston, SC (11 miles from Isle Of Palms, 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- W. Ashley
- Charleston, SC (11 miles from Isle Of Palms, SC)
- 30+ days ago
- Charleston, SC (11 miles from Isle Of Palms, SC)
- 30+ days ago
#LI-HT1 Retail Personal Banker Associate I- W....
Financial Advisor - South Atlanta, GA and Orlando, FL, SC
- Charleston, SC (11 miles from Isle Of Palms, SC)
- 30+ days ago
- Charleston, SC (11 miles from Isle Of Palms, 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....
Retail Personal Banker I- Upstate-Charleston
- Charleston, SC (11 miles from Isle Of Palms, SC)
- 60+ days ago
- Charleston, SC (11 miles from Isle Of Palms, SC)
- 60+ days ago
Banker job family....
- North Charleston, SC (10 miles from Isle Of Palms, SC)
- 60+ days ago
- North Charleston, SC (10 miles from Isle Of Palms, 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 (5 miles from Isle Of Palms, SC)
- 90+ days ago
- Mount Pleasant, SC (5 miles from Isle Of Palms, 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 (5 miles from Isle Of Palms, SC)
- 90+ days ago
- Mount Pleasant, SC (5 miles from Isle Of Palms, 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...
- Charleston, SC (11 miles from Isle Of Palms, SC)
- 90+ days ago
- Charleston, SC (11 miles from Isle Of Palms, SC)
- 90+ 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 Isle Of Palms, SC
Moving to Isle Of Palms, SC? Find some basic demographic data about Isle Of Palms, SC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Isle Of Palms, SC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Isle Of Palms, 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 »