Personal Banker Jobs in South Carolina
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.
This job posting is anticipated to remain open for 30 days, from 30-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Retail Personal Banker Associate I - Northern KY area
- Florence, SC
- 6 hours ago
- Florence, SC
- 6 hours ago
Banker job family....
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...
Financial Advisor - Indiana Members Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit...
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....
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can...
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...
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.** At Edward Jones, we're all about making a difference. In the lives of our clients -...
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Personal Banker Associate I - Mt. Pleasant (Greenwood, IN)
- Greenwood, SC
- 13 days ago
- Greenwood, SC
- 13 days ago
Personal Banker Associate I - Mt....
Financial Services Specialist (Jr Personal Banker)
- Orangeburg, SC
- 13 days ago
- Orangeburg, SC
- 13 days ago
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 part of...
As a Personal Banker within PNC's Retail Banking organization, you will be based in Mount Pleasant, South Carolina....
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Demographic Data for South Carolina
Moving to South Carolina? Find some basic demographic data about South Carolina below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in South Carolina
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in South Carolina 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
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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