Personal Banker Jobs in Cumming, 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.
Bilingual Spanish Preferred Personal Banker
- Dunwoody, GA (22 miles from Cumming, GA)
- 21 hours ago
- Dunwoody, GA (22 miles from Cumming, GA)
- 21 hours ago
As a Branch Personal Banker, you will strengthen customer relationships with a defined sales process....
- Oakwood, GA (20 miles from Cumming, GA)
- 4 days ago
- Oakwood, GA (20 miles from Cumming, GA)
- 4 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....
Financial Advisor - PNC InvestmentsPNC Financial Services Group3.6(52)Cumming, GAWhy you should apply for a job to PNC Financial Services Group:Ranked as one of the Best Finance Companies for...
Lyric HCM Client Service Consultant I
- Alpharetta, GA (12 miles from Cumming, GA)
- 9 days ago
- Alpharetta, GA (12 miles from Cumming, GA)
- 9 days ago
ADP is hiring a Client Service Consultant for Lyric HCM. Are you interested in learning more about the Human Capital Management industry? Are you ready to join a company offering career...
De Novo Personal Banker I - Bethany Village (Milton, GA)
- Milton, GA (12 miles from Cumming, GA)
- 11 days ago
- Milton, GA (12 miles from Cumming, GA)
- 11 days ago
Banker job family....
Personal Banker I (30 Hours, Benefit Eligible) - Canton
- Canton, GA (19 miles from Cumming, GA)
- 11 days ago
- Canton, GA (19 miles from Cumming, GA)
- 11 days ago
Job Summary Entry-level banking role to build proficiency in transactional, and service functions. Operates as a multi-functional team member with the ability to process transactions, provide...
- Alpharetta, GA (12 miles from Cumming, GA)
- 13 days ago
- Alpharetta, GA (12 miles from Cumming, GA)
- 13 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Personal Banker II - Bethany Village (Milton, GA)
- Milton, GA (12 miles from Cumming, GA)
- 18 days ago
- Milton, GA (12 miles from Cumming, GA)
- 18 days ago
Banker job family....
Virtual Client Financial Advisor (June/July class) - Alpharetta, GA
- Alpharetta, GA (12 miles from Cumming, GA)
- 30+ days ago
- Alpharetta, GA (12 miles from Cumming, GA)
- 30+ days ago
management services....
Personal Banker Associate I - Dunwoody
- Dunwoody, GA (22 miles from Cumming, GA)
- 90+ days ago
- Dunwoody, GA (22 miles from Cumming, GA)
- 90+ days ago
Banker job family....
- Alpharetta, GA (12 miles from Cumming, GA)
- 30+ days ago
- Alpharetta, GA (12 miles from Cumming, GA)
- 30+ days ago
Job Summary The Financial Advisor offers appropriate investment products to existing and prospective clients and provides ongoing service to all existing clients. They are responsible for...
Retail Personal Banker II - Alpharetta
- Alpharetta, GA (12 miles from Cumming, GA)
- 30+ days ago
- Alpharetta, GA (12 miles from Cumming, GA)
- 30+ days ago
Banker job family....
Financial Advisor - Peachtree Corners / Roswell / Johns Creek / Alpharetta, GA
- Peachtree Corners, GA (24 miles from Cumming, GA)
- 30+ days ago
- Peachtree Corners, GA (24 miles from Cumming, GA)
- 30+ 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 - Dahlonega, GA
- Dahlonega, GA (21 miles from Cumming, GA)
- 30+ days ago
- Dahlonega, GA (21 miles from Cumming, GA)
- 30+ 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 - Peachtree Corners / Roswell / Johns Creek / Alpharetta, GA
- Alpharetta, GA (12 miles from Cumming, GA)
- 30+ days ago
- Alpharetta, GA (12 miles from Cumming, GA)
- 30+ 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...
Demographic Data for Cumming, GA
Moving to Cumming, GA? Find some basic demographic data about Cumming, GA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Cumming, GA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Cumming, GA 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
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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