Personal Banker Jobs in Dacula, 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 (GA-Tucker Northlake)
- Tucker, GA (21 miles from Dacula, GA)
- 5 hours ago
- Tucker, GA (21 miles from Dacula, GA)
- 5 hours ago
The Personal Banker is responsible for serving as a consultant to customers by conducting customer financial profiles, identifying customer needs, cross-selling, and up-selling opportunities....
Personal Banker Clearwater Crossing
- Flowery Branch, GA (13 miles from Dacula, GA)
- 18 hours ago
- Flowery Branch, GA (13 miles from Dacula, GA)
- 18 hours 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....
- Lawrenceville, GA (6 miles from Dacula, GA)
- 4 days ago
- Lawrenceville, GA (6 miles from Dacula, GA)
- 4 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Lawrenceville, Georgia....
- Lawrenceville, GA (6 miles from Dacula, GA)
- 5 days ago
- Lawrenceville, GA (6 miles from Dacula, GA)
- 5 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Lawrenceville, Georgia....
- Johns Creek, GA (21 miles from Dacula, GA)
- 6 days ago
- Johns Creek, GA (21 miles from Dacula, GA)
- 6 days ago
management deliverables Update the firm's customer relationship management (CRM) system with every client interaction Facilitate client relationship management (address change, account balance inquiry...
Remote Work- Alpharetta, GA (21 miles from Dacula, GA)
- 6 days ago
- Alpharetta, GA (21 miles from Dacula, GA)
- 6 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Alpharetta, GA....
De Novo Personal Banker I - Tucker, GA
- Tucker, GA (21 miles from Dacula, GA)
- 7 days ago
- Tucker, GA (21 miles from Dacula, GA)
- 7 days ago
As a De Novo Personal Banker, you are responsible for creating a great customer experience and growing a new branch from the ground up....
De Novo Personal Banker II - Tucker, GA
- Tucker, GA (21 miles from Dacula, GA)
- 7 days ago
- Tucker, GA (21 miles from Dacula, GA)
- 7 days ago
As a De Novo Personal Banker, you are responsible for creating a great customer experience and growing a new branch from the ground up....
Personal Banker I (Teller) - Parker Road, Conyers
- Conyers, GA (19 miles from Dacula, GA)
- 13 days ago
- Conyers, GA (19 miles from Dacula, GA)
- 13 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...
Personal Banker Associate I - DeNovo - Buford Drive (Lawrenceville, GA)
- Lawrenceville, GA (6 miles from Dacula, GA)
- 20 days ago
- Lawrenceville, GA (6 miles from Dacula, GA)
- 20 days ago
Banker job family....
- Norcross, GA (18 miles from Dacula, GA)
- 21 days ago
- Norcross, GA (18 miles from Dacula, GA)
- 21 days ago
Who Were Looking ForLicensed financial professionals (Series 63 and Life Insurance)Driven to build a successful financial services officePassionate about educating clients on financial...
- Lilburn, GA (15 miles from Dacula, GA)
- 22 days ago
- Lilburn, GA (15 miles from Dacula, GA)
- 22 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Lilburn, Georgia at the Lilburn Branch location....
- Gainesville, GA (23 miles from Dacula, GA)
- 27 days ago
- Gainesville, GA (23 miles from Dacula, GA)
- 27 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
De Novo Personal Banker I - Limestone Marketplace (Gainesville, GA)
- Gainesville, GA (23 miles from Dacula, GA)
- 30+ days ago
- Gainesville, GA (23 miles from Dacula, GA)
- 30+ days ago
As a De Novo Personal Banker, you are responsible for creating a great customer experience and growing a new branch from the ground up....
De Novo Personal Banker I - Limestone Marketplace De Novo (Gainesville, GA)
- Gainesville, GA (23 miles from Dacula, GA)
- 30+ days ago
- Gainesville, GA (23 miles from Dacula, GA)
- 30+ days ago
Banker job family....
Demographic Data for Dacula, GA
Moving to Dacula, GA? Find some basic demographic data about Dacula, GA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Dacula, GA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Dacula, 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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