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Certified Personal Banker Jobs in Maine

Associate Personal Banker-Mebane Jobs
By WELLS FARGO BANK At , Mebane, 27302, Nc
Receive direction from managers and exercise judgement within defined policies and procedures
Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Personal Banker I Jobs
By First Bank At , Asheboro, 27203, Nc
Excellent organizational and time management skills – ability to work with minimal supervision.
Have an understanding and apply basic sales skills and product knowledge including deposit and loan products.
High school diploma or general education degree (GED); or the equivalent combination of education and experience.
Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
Adherence to all operational, regulatory and security requirements, directives and procedures while minimizing losses.
Inputs and follows through with loan applications following operational and regulatory requirements.

Are you looking for a rewarding career in banking? Become a Certified Personal Banker and join our team! Our Certified Personal Bankers provide personalized banking services to our customers, helping them to manage their finances and reach their financial goals. With competitive pay and benefits, you'll have the opportunity to make a difference in the lives of our customers. Apply today and start your journey to success!

Overview A Certified Personal Banker is a financial professional who provides personalized banking services to customers. They are responsible for helping customers manage their finances, providing advice on investments, and helping them make informed decisions about their financial future. Detailed Job Description A Certified Personal Banker is responsible for providing personalized banking services to customers. They must be knowledgeable about banking products and services, and be able to explain them to customers in a clear and concise manner. They must be able to assess customer needs and provide appropriate solutions. They must also be able to identify potential sales opportunities and cross-sell products and services. Job Skills Required
• Knowledge of banking products and services
• Excellent customer service skills
• Strong communication and interpersonal skills
• Ability to assess customer needs and provide appropriate solutions
• Ability to identify potential sales opportunities
• Ability to cross-sell products and services
• Knowledge of financial regulations and compliance
• Proficiency in computer applications
Job Qualifications
• Bachelor’s degree in finance, business, or a related field
• Previous experience in banking or financial services
• Certification in personal banking or financial services
• Knowledge of banking regulations and compliance
Job Knowledge
• Knowledge of banking products and services
• Knowledge of financial regulations and compliance
• Knowledge of banking regulations and compliance
• Knowledge of financial markets and investments
Job Experience
• Previous experience in banking or financial services
• Previous experience in customer service
• Previous experience in sales
Job Responsibilities
• Provide personalized banking services to customers
• Assess customer needs and provide appropriate solutions
• Identify potential sales opportunities and cross-sell products and services
• Explain banking products and services to customers
• Monitor customer accounts and transactions
• Ensure compliance with banking regulations and policies
• Maintain customer records and update customer information
• Assist customers with financial planning and investments