Personal Banker Jobs in Atlanta, GA
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.
Personal Banker II - Shallowford Rd, Marietta
- Marietta, GA (16 miles from Atlanta, GA)
- moments ago
- Marietta, GA (16 miles from Atlanta, GA)
- moments ago
management and merchant services Knowledge of consumer lending...
Investment Executive (Financial Advisor) Atlanta, GA
- Atlanta, GA
- 17 hours ago
- Atlanta, GA
- 17 hours ago
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION:...
- Marietta, GA (16 miles from Atlanta, GA)
- 1 day ago
- Marietta, GA (16 miles from Atlanta, GA)
- 1 day ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
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....
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....
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....
- Roswell, GA (21 miles from Atlanta, GA)
- 1 day ago
- Roswell, GA (21 miles from Atlanta, GA)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 01-Jul-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
- Marietta, GA (18 miles from Atlanta, GA)
- 2 days ago
- Marietta, GA (18 miles from Atlanta, GA)
- 2 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Financial Advisor - Career Change Opportunity
- Smyrna, GA (10 miles from Atlanta, GA)
- 3 days ago
- Smyrna, GA (10 miles from Atlanta, GA)
- 3 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 05-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- College Park, GA (8 miles from Atlanta, GA)
- 3 days ago
- College Park, GA (8 miles from Atlanta, GA)
- 3 days 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....
- Hiram, GA (23 miles from Atlanta, GA)
- 6 days ago
- Hiram, GA (23 miles from Atlanta, GA)
- 6 days ago
Management Group -Identify potential existing Brokerage customers to initiate additional sales by actively "account managing" and refer customers with banking needs to retail banking partners -Perform...
US Experienced Financial Advisor
- Sandy Springs, GA (12 miles from Atlanta, GA)
- 8 days ago
- Sandy Springs, GA (12 miles from Atlanta, GA)
- 8 days ago
We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business...
Client Relationship Manager - Entry Level
- Roswell, GA (21 miles from Atlanta, GA)
- 8 days ago
- Roswell, GA (21 miles from Atlanta, GA)
- 8 days ago
At Tidewater, we use our branding expertise to help companies throughout the U.S. establish a solid customer base and consistent market identity. Our team members are passionate about growth,...
management + **Commissions and Bonus** : In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. + **Benefits** : Comprehensive benefits programs for eligible...
Personal Banker Duluth Medlock Rd
- Duluth, GA (21 miles from Atlanta, GA)
- 8 days ago
- Duluth, GA (21 miles from Atlanta, GA)
- 8 days ago
As Personal Banker within PNC's Retail Banking organization, you will be based in Duluth, Georgia, Duluth Medlock Rd branch location....
Demographic Data for Atlanta, GA
Moving to Atlanta, GA? Find some basic demographic data about Atlanta, GA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Atlanta, GA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Atlanta, GA 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
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »