Personal Banker Jobs in Terry, MS
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.
AMP Financial Advisor Trainee (Jackson, MS)
- Jackson, MS (14 miles from Terry, MS)
- 1 day ago
- Jackson, MS (14 miles from Terry, MS)
- 1 day ago
Return to selected search result AMP Financial Advisor Trainee (Jackson, MS) Apply locations Jackson, Mississippi - United States time type Full time posted on Posted Today job requisition id...
Private Client Banker - Colony Park Branch - Ridgeland, MS
- Ridgeland, MS (23 miles from Terry, MS)
- 8 days ago
- Ridgeland, MS (23 miles from Terry, MS)
- 8 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
- Jackson, MS (14 miles from Terry, MS)
- 14 days ago
- Jackson, MS (14 miles from Terry, MS)
- 14 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Private Client Banker - Lakeland Commons Branch - Flowood, MS
- Flowood, MS (19 miles from Terry, MS)
- 15 days ago
- Flowood, MS (19 miles from Terry, MS)
- 15 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Private Client Financial Advisor - Jackson, NJ
- Jackson, MS (14 miles from Terry, MS)
- 20 days ago
- Jackson, MS (14 miles from Terry, MS)
- 20 days ago
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough...
- Pearl, MS (16 miles from Terry, MS)
- 20 days ago
- Pearl, MS (16 miles from Terry, MS)
- 20 days ago
Private Client Banker - Greater Jackson - Jackson, MS JPMorgan Chase 3.3 ( ) Pearl, MS Why you should apply for a job to JPMorgan Chase : Ranked as one of the 61% say women are treated fairly and...
Personal Financial Representative - MS
- Clinton, MS (16 miles from Terry, MS)
- 29 days ago
- Clinton, MS (16 miles from Terry, MS)
- 29 days ago
Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility, and access to new customers....
Remote Work- Jackson, MS (14 miles from Terry, MS)
- 30+ days ago
- Jackson, MS (14 miles from Terry, MS)
- 30+ days ago
Banker job family....
- Ridgeland, MS (23 miles from Terry, MS)
- 90+ days ago
- Ridgeland, MS (23 miles from Terry, MS)
- 90+ 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 Terry, MS
Moving to Terry, MS? Find some basic demographic data about Terry, MS below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Terry, MS
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Terry, MS 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
- Account Opening
- Dodd-Frank
- Consumer Lending
- Lending
- Commercial Banking
- Nationwide Mortgage Licensing System & Registry
- 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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