Personal Banker Jobs in Pelion, 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.
AMP Financial Advisor - PCG (Columbia, SC)
- Columbia, SC (20 miles from Pelion, SC)
- 1 day ago
- Columbia, SC (20 miles from Pelion, SC)
- 1 day ago
#LI-DW About Raymond James Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations...
- Lexington, SC (15 miles from Pelion, SC)
- 2 days ago
- Lexington, SC (15 miles from Pelion, 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....
- Columbia, SC (20 miles from Pelion, SC)
- 5 days ago
- Columbia, SC (20 miles from Pelion, 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....
Contact Center Personal Banker
- Columbia, SC (20 miles from Pelion, SC)
- 6 days ago
- Columbia, SC (20 miles from Pelion, SC)
- 6 days ago
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote Work- Columbia, SC (20 miles from Pelion, SC)
- 8 days ago
- Columbia, SC (20 miles from Pelion, SC)
- 8 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
- Columbia, SC (20 miles from Pelion, SC)
- 8 days ago
- Columbia, SC (20 miles from Pelion, SC)
- 8 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
Personal Banker I (Teller) - Devine St, Columbia
- Columbia, SC (20 miles from Pelion, SC)
- 12 days ago
- Columbia, SC (20 miles from Pelion, SC)
- 12 days ago
Job Summary Entry-level banking role to build proficiency in transactional, and service functions. Operates as a multi-functional team member with the ability to process transactions, provide...
- Lexington, SC (15 miles from Pelion, SC)
- 12 days ago
- Lexington, SC (15 miles from Pelion, SC)
- 12 days ago
## ## ## OverviewThe Personal Banker provides a proactive, consultative approach to banking that builds member relationships based on trust and the ability to identify financial needs and recommend...
Private Client Banker - Columbia Northpointe - Columbia, SC
- Columbia, SC (20 miles from Pelion, SC)
- 17 days ago
- Columbia, SC (20 miles from Pelion, 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...
Personal Financial Representative-SC
- Gaston, SC (9 miles from Pelion, SC)
- 30+ days ago
- Gaston, SC (9 miles from Pelion, SC)
- 30+ days ago
Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility, and access to new customers....
Remote WorkFinancial Advisor - Columbia, SC
- Columbia, SC (20 miles from Pelion, SC)
- 30+ days ago
- Columbia, SC (20 miles from Pelion, 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...
Financial Advisor Trainee - PCG (Columbia, SC)
- Columbia, SC (20 miles from Pelion, SC)
- 60+ days ago
- Columbia, SC (20 miles from Pelion, SC)
- 60+ days ago
#LI-DW About Raymond James Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations...
Demographic Data for Pelion, SC
Moving to Pelion, SC? Find some basic demographic data about Pelion, SC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Pelion, SC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Pelion, 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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