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.
- Columbia, SC (20 miles from Chapin, SC)
- 15 days ago
- Columbia, SC (20 miles from Chapin, SC)
- 15 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Columbia, South Carolina....
- Lexington, SC (12 miles from Chapin, SC)
- 18 days ago
- Lexington, SC (12 miles from Chapin, SC)
- 18 days ago
## ## ## ## Overview The 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...
Personal Banker (Travel) - Columbia
- Columbia, SC (20 miles from Chapin, SC)
- 19 days ago
- Columbia, SC (20 miles from Chapin, SC)
- 19 days ago
management and merchant services Knowledge of consumer lending...
US Experienced Financial Advisor
- Columbia, SC (20 miles from Chapin, SC)
- 26 days ago
- Columbia, SC (20 miles from Chapin, SC)
- 26 days ago
We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business...
Boots to Banking-Personal Banker Columbia, SC
- Columbia, SC (20 miles from Chapin, SC)
- 28 days ago
- Columbia, SC (20 miles from Chapin, SC)
- 28 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....
Homefront Heroes Hiring-Personal Banker Columbia, SC
- Columbia, SC (20 miles from Chapin, SC)
- 29 days ago
- Columbia, SC (20 miles from Chapin, SC)
- 29 days ago
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Merrill Experienced Financial Advisor
- Columbia, SC (20 miles from Chapin, SC)
- 30+ days ago
- Columbia, SC (20 miles from Chapin, SC)
- 30+ 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....
Financial Advisor - Columbia, SC
- Columbia, SC (20 miles from Chapin, SC)
- 90+ days ago
- Columbia, SC (20 miles from Chapin, 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 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
- Business Planning
- 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
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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