Personal Banker Jobs in Brentwood, TN
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.
- Nashville, TN (9 miles from Brentwood, TN)
- 10 hours ago
- Nashville, TN (9 miles from Brentwood, TN)
- 10 hours ago
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...
Float Personal Banker Associate I - SW Dayton Region (Franklin, OH & Surrounding Areas)
- Franklin, TN (14 miles from Brentwood, TN)
- 1 day ago
- Franklin, TN (14 miles from Brentwood, TN)
- 1 day ago
Banker job family....
Mt Juliet Financial Services Officer Regional
- Mt Juliet, TN (19 miles from Brentwood, TN)
- 1 day ago
- Mt Juliet, TN (19 miles from Brentwood, TN)
- 1 day ago
Perform all teller duties as required, including loan and credit card cash advances, balancing cash drawer daily, check cashing, issuing cashier's checks, selling VISA gift/travel money cards, balancing...
Build or Scale Your Independent Advisory Practice with Full-Service Support Are you an experienced advisor ready to take ownership of your businesswithout sacrificing infrastructure, support, or...
- Franklin, TN (14 miles from Brentwood, TN)
- 4 days ago
- Franklin, TN (14 miles from Brentwood, TN)
- 4 days ago
Banker job family....
Personal Banker - Nashville, TN
- Nashville, TN (9 miles from Brentwood, TN)
- 6 days ago
- Nashville, TN (9 miles from Brentwood, TN)
- 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 Associate I - Midtown
- Nashville, TN (9 miles from Brentwood, TN)
- 6 days ago
- Nashville, TN (9 miles from Brentwood, TN)
- 6 days ago
Banker job family....
- Nashville, TN (9 miles from Brentwood, TN)
- 6 days ago
- Nashville, TN (9 miles from Brentwood, TN)
- 6 days ago
Team: RamseyTrusted Location: Franklin, TNon-site, relocation assistance available, flexible schedules available Salary: $50,000-$60,000/year* (includes base and commission) *Range depends on...
- Mount Juliet, TN (22 miles from Brentwood, TN)
- 7 days ago
- Mount Juliet, TN (22 miles from Brentwood, TN)
- 7 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Financial Advisor Location: Cool Springs & Brentwood JOB SUMMARY: The Financial Advisor delivers financial planning services to client base utilizing resources provided by Raymond James Financial...
- Nashville, TN (9 miles from Brentwood, TN)
- 7 days ago
- Nashville, TN (9 miles from Brentwood, TN)
- 7 days ago
Financial Advisor Location: Nashville, West End JOB SUMMARY: The Financial Advisor delivers financial planning services to client base utilizing resources provided by Raymond James Financial...
Personal Banker Associate I - Rivergate (Madison, TN)
- Goodlettsville, TN (20 miles from Brentwood, TN)
- 8 days ago
- Goodlettsville, TN (20 miles from Brentwood, TN)
- 8 days ago
Banker job family....
Personal Banker Associate I - Rivergate (Madison, TN)
- Madison, TN (15 miles from Brentwood, TN)
- 9 days ago
- Madison, TN (15 miles from Brentwood, TN)
- 9 days ago
Banker job family....
Hermitage Financial Services Officer
- Hermitage, TN (13 miles from Brentwood, TN)
- 10 days ago
- Hermitage, TN (13 miles from Brentwood, TN)
- 10 days ago
Complete transactions such as deposits, withdrawals, loan payments, check cashing, cash advances, cashier's checks, VISA gift/travel money cards and US Savings bond redemption for the member as appropriate...
Personal Banker- Spanish Required- Greater Nashville
- Hendersonville, TN (23 miles from Brentwood, TN)
- 12 days ago
- Hendersonville, TN (23 miles from Brentwood, TN)
- 12 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....
Demographic Data for Brentwood, TN
Moving to Brentwood, TN? Find some basic demographic data about Brentwood, TN below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Brentwood, TN
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Brentwood, TN 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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