Personal Banker Jobs in North Metro, 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.
Investment Executive (Financial Advisor) Atlanta, GA
- Atlanta, GA (21 miles from North Metro, GA)
- 13 hours ago
- Atlanta, GA (21 miles from North Metro, GA)
- 13 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 (22 miles from North Metro, GA)
- 1 day ago
- Marietta, GA (22 miles from North Metro, 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...
Personal Banker Peachtree Biscayne
- Atlanta, GA (21 miles from North Metro, GA)
- 1 day ago
- Atlanta, GA (21 miles from North Metro, GA)
- 1 day 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....
- Atlanta, GA (21 miles from North Metro, GA)
- 1 day ago
- Atlanta, GA (21 miles from North Metro, GA)
- 1 day 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 West Paces Ferry
- Atlanta, GA (21 miles from North Metro, GA)
- 1 day ago
- Atlanta, GA (21 miles from North Metro, GA)
- 1 day 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 - Career Change Opportunity
- Dacula, GA (15 miles from North Metro, GA)
- 1 day ago
- Dacula, GA (15 miles from North Metro, GA)
- 1 day ago
Job Overview** 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 you find yourself at a professional...
- Roswell, GA (13 miles from North Metro, GA)
- 1 day ago
- Roswell, GA (13 miles from North Metro, 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,...
- Dacula, GA (15 miles from North Metro, GA)
- 2 days ago
- Dacula, GA (15 miles from North Metro, GA)
- 2 days 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 you find yourself at a professional crossroads, a...
- Buford, GA (11 miles from North Metro, GA)
- 2 days ago
- Buford, GA (11 miles from North Metro, GA)
- 2 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 - Financial Firm - Alpharetta, GA
- Alpharetta, GA (12 miles from North Metro, GA)
- 3 days ago
- Alpharetta, GA (12 miles from North Metro, GA)
- 3 days ago
We are an independent registered investment advisory rm that provides nancial and retirement planning, wealth management, tax strategies, protection, and legacy planning, and duciary services to high...
- Decatur, GA (17 miles from North Metro, GA)
- 5 days ago
- Decatur, GA (17 miles from North Metro, GA)
- 5 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 Peachtree Industrial
- Suwanee, GA (6 miles from North Metro, GA)
- 6 days ago
- Suwanee, GA (6 miles from North Metro, GA)
- 6 days ago
As a Personal Banker within PNC's Retail Banking Organization, you will be based in Suwanee, Georgia, at the Peachtree Industrial branch location....
Financial Advisor- Columbus, GA
- Buford, GA (11 miles from North Metro, GA)
- 6 days ago
- Buford, GA (11 miles from North Metro, GA)
- 6 days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
- Roswell, GA (9 miles from North Metro, GA)
- 7 days ago
- Roswell, GA (9 miles from North Metro, GA)
- 7 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...
US Experienced Financial Advisor
- Sandy Springs, GA (14 miles from North Metro, GA)
- 8 days ago
- Sandy Springs, GA (14 miles from North Metro, 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...
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in North Metro, GA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in North Metro, 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
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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