Personal Banker Jobs in Louisiana
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.
Limited origination of simple consumer lending products such as personal loans and credit cards....
Roving Personal Banker West Los Angeles District 3.6 3.6 out of 5 stars West Hollywood, CA Why Wells Fargo: Are you looking for more? Find it here....
Northwestern Mutual of LOUISIANA & MISSISSIPPI- Financial Advisor - Fortune100 Company Louisiana - New Orleans, Mississippi - Gulfport, Financial Advisors at Northwestern Mutual help their clients...
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
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Financial Advisor - Experienced Professionals
- Bossier City, LA
- 18 days ago
- Bossier City, LA
- 18 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...
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...
Ability to excel as a member of a wealth management team. Ability to build relationships with customers and branch personnel....
Overview Personal Bankers are intentional about delivering a consistent best in class customer experience....
Limited origination of simple consumer lending products such as personal loans and credit cards....
Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you...
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...
They coach military families on how to build aprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized licensing...
Personal Banker Associate II - Turkey Creek (Knoxville, TN) DeNovo
- Turkey Creek, LA
- 60+ days ago
- Turkey Creek, LA
- 60+ days ago
Banker job family....
Financial Advisor - Red River Bank Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This...
Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you...
Demographic Data for Louisiana
Moving to Louisiana? Find some basic demographic data about Louisiana below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Louisiana
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Louisiana 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- 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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