Personal Banker Jobs in Cleveland, 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.
Associate Personal Banker - West Walnut - Dalton, GA
- Dalton, GA (22 miles from Cleveland, TN)
- 11 hours ago
- Dalton, GA (22 miles from Cleveland, TN)
- 11 hours 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....
- Dalton, GA (22 miles from Cleveland, TN)
- 4 days ago
- Dalton, GA (22 miles from Cleveland, TN)
- 4 days ago
**Job Summary** Conservative, pragmatic, and proud of the way we do business: we are a team with a keen focus on our clients. As our team expands, we are seeking a Financial Advisor/ Client...
Merrill Market Client Relationship Manager
- Chattanooga, TN (22 miles from Cleveland, TN)
- 4 days ago
- Chattanooga, TN (22 miles from Cleveland, TN)
- 4 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....
Personal Banker I - Chattanooga
- Chattanooga, TN (22 miles from Cleveland, TN)
- 5 days ago
- Chattanooga, TN (22 miles from Cleveland, TN)
- 5 days ago
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...
- Chattanooga, TN (22 miles from Cleveland, TN)
- 14 days ago
- Chattanooga, TN (22 miles from Cleveland, TN)
- 14 days ago
Location : On site at location listed in job posting. Summary: We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on...
Merrill Experienced Financial Advisor
- Chattanooga, TN (22 miles from Cleveland, TN)
- 30+ days ago
- Chattanooga, TN (22 miles from Cleveland, TN)
- 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....
- Dalton, GA (22 miles from Cleveland, TN)
- 30+ days ago
- Dalton, GA (22 miles from Cleveland, TN)
- 30+ days ago
Conservative, pragmatic, and proud of the way we do business: we are a team with a keen focus on our clients. As our team expands, we are seeking a Client Relationship Manager who shares our...
Financial Advisor - Chattanooga
- Chattanooga, TN (22 miles from Cleveland, TN)
- 90+ days ago
- Chattanooga, TN (22 miles from Cleveland, TN)
- 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...
Financial Advisor - Chattanooga
- Chattanooga, TN (22 miles from Cleveland, TN)
- 90+ days ago
- Chattanooga, TN (22 miles from Cleveland, TN)
- 90+ days ago
Financial Advisor Chattanooga Seeking an experienced Financial Advisor (FA) looking to expand current book of business and merge into the Chattanooga-area team. The FA will be a member of a...
- Chattanooga, TN (22 miles from Cleveland, TN)
- 90+ days ago
- Chattanooga, TN (22 miles from Cleveland, TN)
- 90+ days ago
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...
Senior Private Client Relationship Manager
- Chattanooga, TN (22 miles from Cleveland, TN)
- 90+ days ago
- Chattanooga, TN (22 miles from Cleveland, TN)
- 90+ days ago
Location: On site in Chattanooga, TN Summary As a Private Bankers (PB), you are responsible for business development of professional associations with target industries of Attorney/Law Firm...
Demographic Data for Cleveland, TN
Moving to Cleveland, TN? Find some basic demographic data about Cleveland, TN below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Cleveland, TN
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Cleveland, TN 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
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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