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.
Job Summary The Financial Analyst II role exists to oversee the ongoing review of new prices, price adjustment requests, and maintenance of all existing charge-related prices for the System. This...
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....
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 -...
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...
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 Full Time - Sea Pines Financial Center, Hilton Head Island SC
- Hilton Head Island, SC
- 3 days ago
- Hilton Head Island, SC
- 3 days ago
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader were a global trailblazer committed to driving innovation, empowering...
Teller III Full Time Office & Clerical Rock Hill, SC, US 3 days ago Requisition ID: 3263 SUMMARY: The position of Teller III is responsible for performing routine and intermediate branch and...
Associate Financial Advisor Greenville, SC Employment Type: Direct Hire Job Category: Wealth Job Number: 31070 Full-time/Part-time: Full Time Job Description Salary: $60-80k What is your perfect...
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...
Travel Personal Bankers travel to designated branches based on staffing and scheduling needs performing required Personal Banker duties and responsibilities....
- North Myrtle Beach, SC
- 6 days ago
- North Myrtle Beach, SC
- 6 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Financial Advisor Manager - Greenville, SC Financial Advisor Manager - Greenville, SC
- Greenville, SC
- 6 days ago
- Greenville, SC
- 6 days ago
Financial Advisor Manager - Greenville, SC TD Bank 4.1 ( ) Multiple Locations Why you should apply for a job to TD Bank : Ranked as one of the 4.1/5 in overall job satisfaction 4.8/5 in supportive...
Financial Advisor Edward Jones 3.8 ( ) Murrells Inlet, SC Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender...
- Aiken, SC
- 6 days ago
- Aiken, SC
- 6 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Associate Financial Advisor Edward Jones 3.8 ( ) Conway, SC Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender...
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
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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