Personal Banker Jobs in Knoxville, 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.
- Concord Farr, TN (12 miles from Knoxville, TN)
- 24 days ago
- Concord Farr, TN (12 miles from Knoxville, TN)
- 24 days ago
Financial Advisor Reports to: Director of Investments and Financial Planning Supervises: None Department: Investments and Financial Planning FLSA Status: Salaried Exempt - Administration General...
Banking Consultant - RJ Bank (Multiple Territories)
- Rockford, TN (8 miles from Knoxville, TN)
- 30+ days ago
- Rockford, TN (8 miles from Knoxville, TN)
- 30+ days ago
Job Summary Under minimal direction, provides knowledge and consultation to Financial Advisors (FAs) and clients regarding all Private Client Banking (PCB) products which includes Cash Solutions,...
- Pigeon Forge, TN (21 miles from Knoxville, TN)
- 30+ days ago
- Pigeon Forge, TN (21 miles from Knoxville, TN)
- 30+ days ago
Financial Advisor at Prudential Financial Financial Advisor at Prudential Financial in Pigeon Forge, Tennessee Posted in Other 4 days ago. Type: full-time Job Description: We are looking for...
Personal Banker Associate I - Turkey Creek (Knoxville, TN) DeNovo
- Knoxville, TN
- 60+ days ago
- Knoxville, TN
- 60+ days ago
Banker job family....
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Personal Banker Associate I - Kingston Overlook DeNovo (Knoxville, TN)
- Knoxville, TN
- 45+ days ago
- Knoxville, TN
- 45+ days ago
Banker job family....
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 Associate II - Chapman (Knoxville, TN) - DeNovo
- Knoxville, TN
- 60+ days ago
- Knoxville, TN
- 60+ days ago
Banker job family....
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...
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...
Who we are Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and...
Demographic Data for Knoxville, TN
Moving to Knoxville, TN? Find some basic demographic data about Knoxville, TN below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Knoxville, TN
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Knoxville, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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