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Personal banker license, I am banker friend who licenses personal

Personal bankers who work with customers with a customer service focus typically work at bank call centers. Most banks recognize that despite the Internet and other non-human ways people do business these days, most people still want that human interaction, especially when it comes to critical matters like their finances.


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A Personal Banker, or Relationship Banker, is a finance professional responsible for helping fulfill the banking needs of their clients and connect them with services. Personal Bankers spend most of their days helping customers with various requests and issues. Here are some of their main duties and responsibilities:. Personal Bankers work at bank offices to complete high-level tasks related to bank s.

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Personal bankers help people make financial decisions, including short-term planning with assistance in day-to-day cash transactions and monthly budgeting.

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They also assist clients with long-term investments and estate planning. Banks and financial institutions typically hire personal bankers with college degrees in business or finance and require the employee to qualify for a bond that insures the company against fraud or theft of client funds.

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While there isn't just one banking required, state and federal laws require personal bankers to hold individual s to offer specific investment products. Personal banking requirements depend on the type of financial services sold to clients. For instance, financial institutions offering securities require the personal banker to hold a to sell this product.

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Banks also require their bankers to complete in-house training programs to market securities and follow all legal requirements in offering products to financial clients. States regulate personal bankers through various organizations, including securities commissions, bank divisions and banking departments.

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State agencies require personal bankers and bank managers who supervise these bankers to hold federal s and registrations according to the products and services offered. All states require personal bankers to hold a to sell insurance, including life insurance policies and annuities. States provide a list of approved online, traditional and continuing education courses for the and the of study hours required before taking the licensing exam.

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States also determine the type of exam and the passing exam scores to qualify for state s. Many states, including California and Minnesota, contract with private testing companies for the -qualifying exams. The Financial Industry Regulatory Authority regulates American securities and brokerage firms and registered securities representatives.

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FINRA provides a series of qualifying examinations for personal bankers handling commodity futures, options, variable contracts, securities, analyst, equity trading, investment products, and mutual funds as part of potential investment options. Bankers can then provide variety of additional investments to their clients.

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Work Business Management Product Management. By Chron Contributor Updated June 25, What Is a Retail Broker?

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