Personal Banker Jobs in Collierville, TN
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.
- Memphis, TN (22 miles from Collierville, TN)
- 7 hours ago
- Memphis, TN (22 miles from Collierville, TN)
- 7 hours 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...
- Memphis, TN (22 miles from Collierville, TN)
- 3 days ago
- Memphis, TN (22 miles from Collierville, TN)
- 3 days ago
Position: Financial Advisor Reports to: President, Cadence Investment Services Division: Cadence Investment Services Reports To: Program Coordinator, BancorpSouth Wealth Management Working Conditions...
- Olive Branch, MS (15 miles from Collierville, TN)
- 12 days ago
- Olive Branch, MS (15 miles from Collierville, TN)
- 12 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Client Relationship Manager/Electrical Engineer
- Memphis, TN (22 miles from Collierville, TN)
- 15 days ago
- Memphis, TN (22 miles from Collierville, TN)
- 15 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...
Client Relationship Manager/Mechanical Engineer
- Memphis, TN (22 miles from Collierville, TN)
- 15 days ago
- Memphis, TN (22 miles from Collierville, TN)
- 15 days ago
Looking for a Client Relationship Manager/Mechanical Engineer for Memphis The Client Relationship Manager/Mechanical Engineer holds responsibility for the overall relationship with identified...
- Memphis, TN (22 miles from Collierville, TN)
- 30+ days ago
- Memphis, TN (22 miles from Collierville, TN)
- 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...
- Olive Branch, MS (15 miles from Collierville, TN)
- 30+ days ago
- Olive Branch, MS (15 miles from Collierville, TN)
- 30+ days ago
We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your...
- Memphis, TN (22 miles from Collierville, TN)
- 45+ days ago
- Memphis, TN (22 miles from Collierville, TN)
- 45+ days ago
As a Personal Banker you will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
- Memphis, TN (22 miles from Collierville, TN)
- 90+ days ago
- Memphis, TN (22 miles from Collierville, TN)
- 90+ days ago
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
Financial Advisor - Investment Services Group
- Southaven, MS (21 miles from Collierville, TN)
- 90+ days ago
- Southaven, MS (21 miles from Collierville, TN)
- 90+ days ago
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
Financial Advisor - Investment Services Group
- Germantown, TN (7 miles from Collierville, TN)
- 90+ days ago
- Germantown, TN (7 miles from Collierville, TN)
- 90+ days ago
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
Demographic Data for Collierville, TN
Moving to Collierville, TN? Find some basic demographic data about Collierville, TN below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Collierville, TN
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Collierville, TN 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
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 »