Personal Banker Jobs in Bluffton, SC
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.
Personal Banker Full Time - Sea Pines Financial Center, Hilton Head Island SC
- Hilton Head Island, SC (11 miles from Bluffton, SC)
- 3 days ago
- Hilton Head Island, SC (11 miles from Bluffton, SC)
- 3 days ago
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader were a global trailblazer committed to driving innovation, empowering...
Job Summary Entry-level banking role to build proficiency in transactional, and service functions. Operates as a multi-functional team member with the ability to process transactions, provide...
Travel Personal Bankers travel to designated branches based on staffing and scheduling needs performing required Personal Banker duties and responsibilities....
Personal Banker Associate II - Port Royal (Spring Hill, TN)
- Port Royal, SC (12 miles from Bluffton, SC)
- 21 days ago
- Port Royal, SC (12 miles from Bluffton, SC)
- 21 days ago
Banker job family....
- Beaufort, SC (14 miles from Bluffton, SC)
- 24 days ago
- Beaufort, SC (14 miles from Bluffton, SC)
- 24 days ago
Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our...
Merrill Experienced Financial Advisor
- Savannah, GA (20 miles from Bluffton, SC)
- 60+ days ago
- Savannah, GA (20 miles from Bluffton, SC)
- 60+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
Financial Advisor - Savannah, GA
- Savannah, GA (20 miles from Bluffton, SC)
- 90+ days ago
- Savannah, GA (20 miles from Bluffton, SC)
- 90+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Demographic Data for Bluffton, SC
Moving to Bluffton, SC? Find some basic demographic data about Bluffton, SC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Bluffton, SC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Bluffton, SC offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- BSA
- 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
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- 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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