Top 15 Personal Financial Advisors Jobs in Daphne, AL

Personal Banker
Renasant Bank —Foley, AL
- Writing skills
- Office
- High school diploma or GED
Wealth Management Associate
Equitable Advisors —Mobile, AL
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Mortgage Loan Officer
Bryant Bank —Daphne, AL
- 5 years
- Bachelor's degree
- Organizational skills
Strategic Account Manager - Air Compressors
Ingersoll Rand —Mobile, AL
- $120,000 - $300,000 a year
- Remote
- Clean driving record
- Up to 50% travel
- Engineering
- Health insurance
- Dental insurance
Restaurant Manager
Raising Cane's —Mobile, AL
- $18 an hour
- Weekends as needed
- 18 years or older
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Disability insurance
Quick Apply
6d
Retail Part Time Team Lead
Office Depot —Foley, AL
- Part-time
- Merchandising
- Mid-level
- High school diploma or GED
- Commuter assistance
- Health savings account
2d

Related jobs to explore

Based on your search for Personal Financial Advisors

Financial Consultant
WealthBridge Financial Group —Daphne, AL
Bachelor's degree in finance, economics, or a related field. You will conduct comprehensive financial analyses, including assessments of investment strategies,…
$100,000 - $150,000 a year
Quick Apply
Associate Financial Consultant
Regions —Mobile, AL
Ability to work towards full licensing within six (6) months or a mutually agreed upon time frame. Please note, benefits and plans may be changed, amended, or…
$40,000 - $100,000 a year
17h

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Financial Advisor -Greater Columbus, OH
Thrivent —Columbus, OH
We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…
Quick Apply
Financial Advisor
Disbennett Wealth Management Group —Carroll, OH
Series 65 license highly preferred; Series 7, 63, or 66 license considered. Detail-oriented, problem-solver with a curiosity to learn and develop.
$50,000 - $70,000 a year
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for Personal Financial Advisors in Daphne, AL

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

Personal Financial Advisors jobs near Daphne, AL

Personal Banker

Renasant Bank -
Foley, AL

Apply Now

Job Details

Qualifications

Financial sales
Confidential information handling
Writing skills
Electronic transaction processing
High school diploma or GED
Financial product expertise
Activity sales targets

Full Job Description

Overview

Personal Bankers are intentional about delivering a consistent best in class customer experience. A Personal Banker is a customer service and proactive sales focused position tasked with engaging existing and prospective customers to determine and meet their financial needs. With a deep understanding of Renasant Bank customer engagement model, you spend time executing and role modeling by serving as our customer’s financial advisor of choice. Personal Bankers should be self-motivated to achieve consistent and balanced performance in customer experience, deposits, acquisition and retention of accounts, and partner referrals to drive income for the branch.

RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER

Responsibilities

An effective Personal Banker is capable of driving a best in class branch experience in 3 primary areas of responsibility: Service execution, sales execution and operational excellence.

Achieve consistent and balanced personal sales and service performance by developing new and existing relationships utilizing the customer engagement model
Create a daily individual plan focused on deepening customer relationships and consistent execution of service standards, customer retention, etc.
Partner with Branch Manager to ensure personal achievement of service, sales and operational goals are achieved
Execute and role model the Renasant service standards in every customer and teammate interaction
Resolve customer issues and concerns by owning the problem and acting as a liaison between the customer and bank
Remain self-motivated to achieve optimal sales and service results weekly, monthly and yearly
Use all customer interactions, in person or phone, to identify additional needs and make appropriate recommendations
Maintain effective partnerships with other lines of businesses to help drive more effective and profitable customer relationships
Participate in community activities as a representative of Renasant Bank;
Serve as a back-up Teller or Head Teller, if needed
Ensure that proper documentation is obtained and properly completed for all solutions to minimize documentation exceptions
Properly complete all account maintenance activities
Stay up-to-date and focused on all regulations, policies and procedures related to Personal Banker and other branch operations
Perform other related duties as assigned

Qualifications

High school diploma or equivalent required, college education preferred
Minimum of 1 year related customer experience and sales experience required
Strong dedication and motivation to achieving sales, service, and operational results and exceeding expectations
Ability to produce individual and team sales and customer experience results
Ability to remain focused on customer financial needs and acts with the customers priorities in mind
Knowledgeable of the financial services industry and local community to better serve the customer
Effective written and verbal communication skills
Attention to detail with strong record of accuracy in handling of transactions
Comfortable using a variety of technology software products to process transactions
Proven time management and organizational skills, ability to effectively handle multiple priorities and adapt effectively as business needs and pace changes
Aptitude to read, understand and apply all regulations, policies and procedures related to Personal Banker responsibilities and other branch operations
Ability to travel for training, other development opportunities, and between branches, as needed

For all Senior Personal Bankers:

Minimum of 2 years of successful personal sales experience
Ability to handle complex transactions with limited supervision
Operational strength with limited exceptions
Proficient in all aspects of bank products and solutions, including IRA’s and complex business accounts

For all Licensed Personal Bankers:

Current State insurance license
Ability to meet licensing requirements as established by the Bank’s broker/dealer, if applicable
Maintain current knowledge of some non-FDIC insured solutions, including annuities and life insurance

Physical Demands

The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.

Work Environment

The Bank’s professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank’s employees, customers, and assets.

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word “May”.

This job description is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.

This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.

Apply Now

Refine Your Search

Personal Financial Advisors jobs in Daphne, AL

Personal Banker

Wealth Management Associate

Mortgage Loan Officer

Strategic Account Manager - Air Compressors

Restaurant Manager

Retail Part Time Team Lead

Related jobs to explore

Explore jobs in cities nearby

I want to receive the latest job alert for Personal Financial Advisors in Daphne, AL

Explore jobs in more locations

Overview

Responsibilities

Qualifications

Job Seeker Tools

Employer Tools

Browse

Stay Connected