Personal Banker Jobs in North Charleston, 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.
Overview To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the...
services, products, and procedures with care and detail Prepare account documents and obtain signatures when necessary Process transactions such as: check cashing, deposits, withdrawals, transfers,...
Description Summary: Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice! The Huntington...
Remote WorkThis position will work closely with all sales, service and operations partners to serve as the focal point for existing medium market advisor plan clients and their financial advisors....
/23771/track.gif&z=8&s=BNK&ih_t=6%2F30%2F2025+4%3A20%3A35+AM&utm_medium=internal%20referrer&utm_campaign=southeast-healthcare---ceda-profile&utm_content=southeast-healthcare&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle...
- Mt Pleasant, SC (5 miles from North Charleston, SC)
- 13 days ago
- Mt Pleasant, SC (5 miles from North Charleston, SC)
- 13 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Mount Pleasant, South Carolina....
Under direct supervision, the Personal Banker I will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience....
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...
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...
Merrill Experienced Financial Advisor
- Mount Pleasant, SC (5 miles from North Charleston, SC)
- 30+ days ago
- Mount Pleasant, SC (5 miles from North Charleston, 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 - Charleston, SC / South Miami, FL
- Charleston, SC
- 45+ days ago
- Charleston, SC
- 45+ days ago
Join Our Team as a Financial Advisor! About the Role: Are you a motivated and experienced Financial Advisor looking to make a real impact? We are expanding our team in Charleston, SC and Miami FL....
Financial Advisor - Myrtle Beach / Mt. Pleasant, SC
- Mt Pleasant, SC (5 miles from North Charleston, SC)
- 90+ days ago
- Mt Pleasant, SC (5 miles from North Charleston, 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 North Charleston, SC
Moving to North Charleston, SC? Find some basic demographic data about North Charleston, SC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in North Charleston, SC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in North Charleston, 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »