Personal Banker Jobs in Montgomery, AL
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.
Check out this new opportunity! Financial Advisor Montgomery, AL Contract Position About This Role We are seeking a motivated and community-minded Financial Advisor who is humble, known for...
- Montgomery, AL (2 miles from Montgomery, AL)
- 2 days ago
- Montgomery, AL (2 miles from Montgomery, AL)
- 2 days ago
Leveraging Technology, Proactive Sales Competencies Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending...
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
Personal Banker PNC Financial Services Group 3.6 ( ) Montgomery, AL Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive management 73% say women...
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 (Orange County Branches) Rhinebeck Bank Montgomery, United States Posted 18 hours ago Permanent Competitive Financial Advisor (Orange County Branches) Rhinebeck Bank Montgomery,...
As a Personal Banker within PNC's Downtown Montgomery organization, you will be based in Montgomery Alabama....
Financial Advisor - Experienced Professionals
- Montgomery, AL
- 90+ days ago
- Montgomery, AL
- 90+ days ago
Join the mission. Coach those who serve. At First Command, we've been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to...
Demographic Data for Montgomery, AL
Moving to Montgomery, AL? Find some basic demographic data about Montgomery, AL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Montgomery, AL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Montgomery, AL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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