Personal Banker Jobs in Tennessee
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...
Complete transactions such as deposits, withdrawals, loan payments, check cashing, cash advances, cashier's checks, VISA gift/travel money cards and US Savings bond redemption for the member as appropriate...
Company Description independent RIA/IAR in business for 35 years Role Description This is a full-time on-site role for a Financial Advisor at Estate & Financial Strategies, Inc in Brentwood, TN....
Personal Banker & Commercial Loan Assistance Mountain Commerce Bank - 4.0 Brentwood, TN Job Details Full-time Estimated: $42.5K - $55K a year 8 hours ago Benefits Loan assistance Qualifications Marketing...
Kelman-Lazarov is seeking candidates interested in serving as an Associate Financial Advisor/Financial Planner. In this role, you will work directly with our clients to assist them with their...
Personal Banker Associate I - Brentwood Area - Full Time
- Brentwood, TN
- 19 hours ago
- Brentwood, TN
- 19 hours ago
Banker job family....
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....
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...
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...
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 I - Chapman (Knoxville, TN) - DeNovo
- Knoxville, TN
- 1 day ago
- Knoxville, TN
- 1 day ago
Banker job family....
Personal Banker Associate II - Chapman (Knoxville, TN) - DeNovo
- Knoxville, TN
- 1 day ago
- Knoxville, TN
- 1 day ago
Banker job family....
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...
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across...
Personal Banker Associate I - Bench for Southwest Dayton
- Franklin, TN
- 4 days ago
- Franklin, TN
- 4 days ago
Banker job family....
Demographic Data for Tennessee
Moving to Tennessee? Find some basic demographic data about Tennessee below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Tennessee
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Tennessee 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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