Personal Banker Jobs in Saint Matthews, 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 Financial Representative-SC
- Gaston, SC (17 miles from Saint Matthews, SC)
- 2 days ago
- Gaston, SC (17 miles from Saint Matthews, SC)
- 2 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 WorkPersonal Banker Columbia Dutch Square
- Columbia, SC (21 miles from Saint Matthews, SC)
- 6 days ago
- Columbia, SC (21 miles from Saint Matthews, SC)
- 6 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....
Personal Banker II - Devine Street
- Columbia, SC (21 miles from Saint Matthews, SC)
- 7 days ago
- Columbia, SC (21 miles from Saint Matthews, SC)
- 7 days ago
management and merchant services Knowledge of consumer lending...
- Columbia, SC (21 miles from Saint Matthews, SC)
- 16 days ago
- Columbia, SC (21 miles from Saint Matthews, SC)
- 16 days ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
Roving Personal Banker Full Time - Edisto District - Charleston, SC
- Saint Matthews, SC
- 23 days ago
- Saint Matthews, SC
- 23 days ago
Roving Personal Banker Full Time - Edisto District - Charleston, SC 3.6 3.6 out of 5 stars 702 N F R HUFF DR, Saint Matthews, SC 29135 Why Wells Fargo: Are you looking for more? Find it here....
- Orangeburg, SC (16 miles from Saint Matthews, SC)
- 30+ days ago
- Orangeburg, SC (16 miles from Saint Matthews, SC)
- 30+ days ago
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....
Financial Services Specialist (Jr Personal Banker)
- Orangeburg, SC (16 miles from Saint Matthews, SC)
- 30+ days ago
- Orangeburg, SC (16 miles from Saint Matthews, SC)
- 30+ days ago
Required Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services Benefits are an integral...
Financial Advisor - Columbia, SC
- Columbia, SC (21 miles from Saint Matthews, SC)
- 60+ days ago
- Columbia, SC (21 miles from Saint Matthews, SC)
- 60+ 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 Saint Matthews, SC
Moving to Saint Matthews, SC? Find some basic demographic data about Saint Matthews, SC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Saint Matthews, SC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Saint Matthews, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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