Personal Banker Jobs in Chapin, 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 Associate II - Newberry, FL
- Newberry, SC (19 miles from Chapin, SC)
- 4 days ago
- Newberry, SC (19 miles from Chapin, SC)
- 4 days ago
Banker job family....
Personal Banker Associate I - Newberry, FL
- Newberry, SC (19 miles from Chapin, SC)
- 4 days ago
- Newberry, SC (19 miles from Chapin, SC)
- 4 days ago
Banker job family....
AMP Financial Advisor - PCG (Columbia, SC)
- Columbia, SC (20 miles from Chapin, SC)
- 5 days ago
- Columbia, SC (20 miles from Chapin, SC)
- 5 days ago
#LI-DW About Raymond James Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations...
Contact Center Personal Banker
- Irmo, SC (7 miles from Chapin, SC)
- 10 days ago
- Irmo, SC (7 miles from Chapin, SC)
- 10 days ago
## ## OverviewThe Contact Center Personal Banker provides a proactive, consultative approach to online banking that builds member relationships based on trust and the ability to identify financial needs...
- Irmo, SC (7 miles from Chapin, SC)
- 10 days ago
- Irmo, SC (7 miles from Chapin, SC)
- 10 days ago
## ## ## OverviewThe Personal Banker provides a proactive, consultative approach to banking that builds member relationships based on trust and the ability to identify financial needs and recommend...
Contact Center Personal Banker
- Columbia, SC (20 miles from Chapin, SC)
- 11 days ago
- Columbia, SC (20 miles from Chapin, SC)
- 11 days ago
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote Work- Columbia, SC (20 miles from Chapin, SC)
- 12 days ago
- Columbia, SC (20 miles from Chapin, SC)
- 12 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
- Columbia, SC (20 miles from Chapin, SC)
- 12 days ago
- Columbia, SC (20 miles from Chapin, SC)
- 12 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
Personal Banker I (Teller) - Devine St, Columbia
- Columbia, SC (20 miles from Chapin, SC)
- 17 days ago
- Columbia, SC (20 miles from Chapin, SC)
- 17 days ago
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...
- Lexington, SC (12 miles from Chapin, SC)
- 17 days ago
- Lexington, SC (12 miles from Chapin, SC)
- 17 days ago
## ## ## OverviewThe Personal Banker provides a proactive, consultative approach to banking that builds member relationships based on trust and the ability to identify financial needs and recommend...
Financial Advisor - Columbia, SC
- Columbia, SC (20 miles from Chapin, SC)
- 30+ days ago
- Columbia, SC (20 miles from Chapin, SC)
- 30+ 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...
Financial Advisor Trainee - PCG (Columbia, SC)
- Columbia, SC (20 miles from Chapin, SC)
- 60+ days ago
- Columbia, SC (20 miles from Chapin, SC)
- 60+ days ago
#LI-DW About Raymond James Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations...
Demographic Data for Chapin, SC
Moving to Chapin, SC? Find some basic demographic data about Chapin, SC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Chapin, SC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Chapin, SC 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
- Mortgage Lending
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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