Personal Banker Jobs in Lake Wylie, 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.
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
Retail Personal Banker Associate I- Steele Creek
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 3 hours ago
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 3 hours ago
Banker job family....
Financial Advisor (Annuity Team), UBS Wealth Advice Center
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 1 day ago
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 1 day ago
Your role Ready to take your career to the next level? As a Financial Advisor on the Annuity Team in the Wealth Advice Center (WAC), you will help clients plan for long-term financial security by...
Financial Advisor (Legacy Transition Team), UBS Wealth Advice Center
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 1 day ago
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 1 day ago
Your role Ready to take your career to the next level? As a Financial Advisor on the Legacy Transition Team in the Wealth Advice Center (WAC), you will guide beneficiaries through the complex...
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 6 days ago
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 6 days ago
This licensed Financial Representative or Investment Advisory Representative will work as a 1099 independent contractor to sell life insurance and retirement. Work can be done remotely across the...
Associate Personal Banker - Wedgewood Square Branch
- Rock Hill, SC (16 miles from Lake Wylie, SC)
- 7 days ago
- Rock Hill, SC (16 miles from Lake Wylie, SC)
- 7 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....
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
Bilingual Personal Banker - Sugaw Creek (Charlotte, NC)
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 10 days ago
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 10 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 Team Manager (Institutional Benefits), UBS Wealth Ad
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 12 days ago
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 12 days ago
Your role Ready to take your career to the next level? As a Financial Advisor Team Manager in the Wealth Advice Center (WAC), you'll lead dynamic teams, drive revenue, and shape strategy-all while...
Private Client Banker - Steele Creek Branch - Charlotte, NC
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 14 days ago
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 14 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...
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 16 days ago
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 16 days ago
The Personal Banker performs problem resolution and may also process transactions in a back-up capacity....
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 20 days ago
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 20 days ago
Work on small groups (pods) of Financial Advisors focused on partnership with Premier Bankers, Preferred Advisors, and Retail Banking leadership to facilitate training and referrals into the team....
Financial Advisor, Senior Associate
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 27 days ago
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 27 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...
Financial Advisor- Build your own legacy
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 30+ days ago
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 30+ days ago
Financial Advisor – Build and Own Your Legacy Location: [Specify City/Region or "Flexible/Remote"] Are you looking for a firm where your values align with those of the organization? A place...
Demographic Data for Lake Wylie, SC
Moving to Lake Wylie, SC? Find some basic demographic data about Lake Wylie, SC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lake Wylie, SC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lake Wylie, 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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