Personal Banker Jobs in Wetumpka, 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.
Financial Advisor Trainee - PCG (Montgomery, AL)
- Montgomery, AL (18 miles from Wetumpka, AL)
- 21 hours ago
- Montgomery, AL (18 miles from Wetumpka, AL)
- 21 hours ago
**Job Summary:** Through distance learning, apprenticeship and training at the firms international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next...
US Experienced Financial Advisor
- Montgomery, AL (18 miles from Wetumpka, AL)
- 22 hours ago
- Montgomery, AL (18 miles from Wetumpka, AL)
- 22 hours ago
We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business...
- Montgomery, AL (18 miles from Wetumpka, AL)
- 13 days ago
- Montgomery, AL (18 miles from Wetumpka, AL)
- 13 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....
Financial Advisor - Experienced Professionals
- Montgomery, AL (18 miles from Wetumpka, AL)
- 30+ days ago
- Montgomery, AL (18 miles from Wetumpka, AL)
- 30+ days ago
Skilled in portfolio and wealth management, with the ability to integrate financial products into a long-term planning strategy....
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- Pike Road, AL (22 miles from Wetumpka, AL)
- 45+ days ago
- Pike Road, AL (22 miles from Wetumpka, AL)
- 45+ days ago
One to two years or retail banking experience or relevant work experience including clerical, administrative, cash handling, or customer service experience required....
- Montgomery, AL (18 miles from Wetumpka, AL)
- 60+ days ago
- Montgomery, AL (18 miles from Wetumpka, AL)
- 60+ days ago
As a Personal Banker within PNC's Downtown Montgomery organization, you will be based in Montgomery Alabama....
- Montgomery, AL (18 miles from Wetumpka, AL)
- 60+ days ago
- Montgomery, AL (18 miles from Wetumpka, AL)
- 60+ days ago
As a Personal Banker you will strengthen customer relationships with a defined sales process....
Demographic Data for Wetumpka, AL
Moving to Wetumpka, AL? Find some basic demographic data about Wetumpka, AL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Wetumpka, AL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Wetumpka, AL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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