Personal Banker Jobs in Donaldsonville, LA
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.
- Plattenville, LA (8 miles from Donaldsonville, LA)
- 18 days ago
- Plattenville, LA (8 miles from Donaldsonville, LA)
- 18 days ago
Overview Personal Bankers are intentional about delivering a consistent best in class customer experience....
- Baton Rouge, LA (24 miles from Donaldsonville, LA)
- 29 days ago
- Baton Rouge, LA (24 miles from Donaldsonville, LA)
- 29 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Financial Advisor- Lake Charles, LA
- Baton Rouge, LA (24 miles from Donaldsonville, LA)
- 45+ days ago
- Baton Rouge, LA (24 miles from Donaldsonville, LA)
- 45+ days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Demographic Data for Donaldsonville, LA
Moving to Donaldsonville, LA? Find some basic demographic data about Donaldsonville, LA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Donaldsonville, LA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Donaldsonville, LA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Personal Banker
- Consultative Sales
- Flexibility
- Retail Banking
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- 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
- Business Development
- Retail
- Math
- Customer Relations
- High School Diploma
- 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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