Personal Banker Jobs in East Point, 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.
Float Personal Banker Associate 1 - Charlotte South
- Stonecrest, GA (18 miles from East Point, GA)
- 1 day ago
- Stonecrest, GA (18 miles from East Point, GA)
- 1 day ago
Banker job family....
Client Advisory Center Financial Advisor I
- Atlanta, GA (7 miles from East Point, GA)
- 2 days ago
- Atlanta, GA (7 miles from East Point, GA)
- 2 days ago
Work on small groups (pods) of Financial Advisors focused on partnership with Premier Bankers, Preferred Advisors, and Retail Banking leadership to facilitate training and referrals into the team....
Financial Advisor - Certification Provided
- Tyrone, GA (14 miles from East Point, GA)
- 2 days ago
- Tyrone, GA (14 miles from East Point, GA)
- 2 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 22-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker Peachtree Biscayne
- Atlanta, GA (7 miles from East Point, GA)
- 3 days ago
- Atlanta, GA (7 miles from East Point, 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....
- Riverdale, GA (8 miles from East Point, GA)
- 4 days ago
- Riverdale, GA (8 miles from East Point, GA)
- 4 days ago
As a Personal Banker within PNC's Retail Banking Organization, you will be based in Carmel, IN, at the Merchants Sq. branch....
- Stockbridge, GA (17 miles from East Point, GA)
- 4 days ago
- Stockbridge, GA (17 miles from East Point, GA)
- 4 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- Morrow, GA (9 miles from East Point, GA)
- 4 days ago
- Morrow, GA (9 miles from East Point, 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....
Personal Banker Dunwoody Village
- Dunwoody, GA (23 miles from East Point, GA)
- 4 days ago
- Dunwoody, GA (23 miles from East Point, GA)
- 4 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Dunwoody, GA....
De Novo Personal Banker I - Tucker, GA
- Tucker, GA (19 miles from East Point, GA)
- 4 days ago
- Tucker, GA (19 miles from East Point, GA)
- 4 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 (19 miles from East Point, GA)
- 4 days ago
- Tucker, GA (19 miles from East Point, GA)
- 4 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 Centergy Midtown
- Atlanta, GA (7 miles from East Point, GA)
- 4 days ago
- Atlanta, GA (7 miles from East Point, GA)
- 4 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Private Client Banker SB - Skye Hill - Atlanta, GA
- Atlanta, GA (7 miles from East Point, GA)
- 5 days ago
- Atlanta, GA (7 miles from East Point, GA)
- 5 days ago
JobID: 210603187 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-03T05:01:57+00:00 JobShift: Day Base Pay/Salary: Atlanta,GA $20.00-$25.48 You have an obsession for...
Personal Financial Representative - GA
- Decatur, GA (12 miles from East Point, GA)
- 5 days ago
- Decatur, GA (12 miles from East Point, GA)
- 5 days ago
Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility, and access to new customers....
Remote Work- Peachtree City, GA (20 miles from East Point, GA)
- 5 days ago
- Peachtree City, GA (20 miles from East Point, GA)
- 5 days ago
This job posting is anticipated to remain open for 30 days, from 03-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Private Client Banker SB - Edgewood - Atlanta, GA
- Atlanta, GA (7 miles from East Point, GA)
- 9 days ago
- Atlanta, GA (7 miles from East Point, GA)
- 9 days ago
Private Client Banker SB - Edgewood - Atlanta, GA Atlanta, GA, United States JOB INFORMATION Job Identification 210630461 Job Category Private Client Bankers Business Unit Consumer & Community...
Demographic Data for East Point, GA
Moving to East Point, GA? Find some basic demographic data about East Point, GA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in East Point, GA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in East Point, 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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