Personal Banker Jobs in Sumiton, 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.
- Jasper, AL (14 miles from Sumiton, AL)
- 1 hour ago
- Jasper, AL (14 miles from Sumiton, AL)
- 1 hour ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Jasper, AL....
- Birmingham, AL (21 miles from Sumiton, AL)
- 2 days ago
- Birmingham, AL (21 miles from Sumiton, AL)
- 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....
Financial Advisor Trainee (Birmingham, AL)
- Birmingham, AL (21 miles from Sumiton, AL)
- 9 days ago
- Birmingham, AL (21 miles from Sumiton, AL)
- 9 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...
As a Personal Banker within PNC's Retail Banking organization, you will be based in Sumiton, AL....
- Birmingham, AL (21 miles from Sumiton, AL)
- 23 days ago
- Birmingham, AL (21 miles from Sumiton, AL)
- 23 days ago
The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through with sales opportunities while providing superior client service; always...
- Birmingham, AL (21 miles from Sumiton, AL)
- 24 days ago
- Birmingham, AL (21 miles from Sumiton, AL)
- 24 days ago
Business Segment Overview StoneX Wealth Management: is a leading registered investment advisory firm and independent broker-dealer that provides an integrated platform of technology, comprehensive wealth...
- Birmingham, AL (21 miles from Sumiton, AL)
- 24 days ago
- Birmingham, AL (21 miles from Sumiton, AL)
- 24 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
- Gardendale, AL (10 miles from Sumiton, AL)
- 30+ days ago
- Gardendale, AL (10 miles from Sumiton, AL)
- 30+ days ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
- Birmingham, AL (21 miles from Sumiton, AL)
- 30+ days ago
- Birmingham, AL (21 miles from Sumiton, AL)
- 30+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Birmingham, AL (21 miles from Sumiton, AL)
- 45+ days ago
- Birmingham, AL (21 miles from Sumiton, AL)
- 45+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Birmingham, AL (21 miles from Sumiton, AL)
- 60+ days ago
- Birmingham, AL (21 miles from Sumiton, AL)
- 60+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Financial Advisor - Birmingham
- Birmingham, AL (21 miles from Sumiton, AL)
- 60+ days ago
- Birmingham, AL (21 miles from Sumiton, AL)
- 60+ 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...
Personal Banker Allison Bonnett
- Hueytown, AL (20 miles from Sumiton, AL)
- 60+ days ago
- Hueytown, AL (20 miles from Sumiton, AL)
- 60+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Financial Advisor - PNC Investments
- Birmingham, AL (21 miles from Sumiton, AL)
- 60+ days ago
- Birmingham, AL (21 miles from Sumiton, AL)
- 60+ days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Financial Advisor - Birmingham, AL
- Birmingham, AL (21 miles from Sumiton, AL)
- 90+ days ago
- Birmingham, AL (21 miles from Sumiton, AL)
- 90+ days ago
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and...
Demographic Data for Sumiton, AL
Moving to Sumiton, AL? Find some basic demographic data about Sumiton, AL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Sumiton, AL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Sumiton, AL 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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