Personal Banker Jobs in Lookout Mountain, 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.
Merrill Experienced Financial Advisor
- Chattanooga, TN (4 miles from Lookout Mountain, TN)
- 1 day ago
- Chattanooga, TN (4 miles from Lookout Mountain, TN)
- 1 day ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
- Chattanooga, TN (4 miles from Lookout Mountain, TN)
- 5 days ago
- Chattanooga, TN (4 miles from Lookout Mountain, TN)
- 5 days ago
We are looking for Experienced Advisors to join our Team at Southern Financial Group! Youve built a successful practice and now you want more. At Prudential Advisors we want to help you grow your...
- La Fayette, GA (21 miles from Lookout Mountain, TN)
- 28 days ago
- La Fayette, GA (21 miles from Lookout Mountain, TN)
- 28 days ago
This job posting is anticipated to remain open for 30 days, from 28-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Chickamauga, GA (15 miles from Lookout Mountain, TN)
- 30+ days ago
- Chickamauga, GA (15 miles from Lookout Mountain, TN)
- 30+ days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
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Financial Advisor - Chattanooga
- Chattanooga, TN (4 miles from Lookout Mountain, TN)
- 60+ days ago
- Chattanooga, TN (4 miles from Lookout Mountain, TN)
- 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...
Financial Advisor - Chattanooga
- Chattanooga, TN (4 miles from Lookout Mountain, TN)
- 60+ days ago
- Chattanooga, TN (4 miles from Lookout Mountain, TN)
- 60+ 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 (4 miles from Lookout Mountain, TN)
- 90+ days ago
- Chattanooga, TN (4 miles from Lookout Mountain, 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 (4 miles from Lookout Mountain, TN)
- 90+ days ago
- Chattanooga, TN (4 miles from Lookout Mountain, 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 Lookout Mountain, TN
Moving to Lookout Mountain, TN? Find some basic demographic data about Lookout Mountain, TN below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lookout Mountain, TN
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lookout Mountain, TN 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
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Client Services
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Inbound/Outbound Calling
- Relationship Management
- Customer Relations
- Listening
- Retail
- Business Development
- High School Diploma
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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