Personal Banker Jobs in Greenwell Springs, 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.
- Baton Rouge, LA (17 miles from Greenwell Springs, LA)
- 4 days ago
- Baton Rouge, LA (17 miles from Greenwell Springs, LA)
- 4 days ago
This job posting is anticipated to remain open for 30 days, from 29-May-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
- Baton Rouge, LA (17 miles from Greenwell Springs, LA)
- 7 days ago
- Baton Rouge, LA (17 miles from Greenwell Springs, LA)
- 7 days ago
We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your...
Associate Personal Banker Valley Gateway District
- Central, LA (15 miles from Greenwell Springs, LA)
- 10 days ago
- Central, LA (15 miles from Greenwell Springs, LA)
- 10 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 II Southwest Health Plans
- Baton Rouge, LA (17 miles from Greenwell Springs, LA)
- 11 days ago
- Baton Rouge, LA (17 miles from Greenwell Springs, LA)
- 11 days ago
About Us** Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in...
Demographic Data for Greenwell Springs, LA
Moving to Greenwell Springs, LA? Find some basic demographic data about Greenwell Springs, LA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Greenwell Springs, LA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Greenwell Springs, LA 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
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Inbound/Outbound Calling
- Relationship Management
- Customer Relations
- High School Diploma
- Listening
- Retail
- Business Development
- Written Communication
- Telephone Skills
- Coaching
- Interpersonal Skills
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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