Personal Banker Jobs in Palmetto, 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.
Financial Advisor - PNC Investments
- Atlanta, GA (23 miles from Palmetto, GA)
- 23 hours ago
- Atlanta, GA (23 miles from Palmetto, GA)
- 23 hours 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...
Client Advisory Center Financial Advisor I
- Atlanta, GA (23 miles from Palmetto, GA)
- 3 days ago
- Atlanta, GA (23 miles from Palmetto, GA)
- 3 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 (9 miles from Palmetto, GA)
- 3 days ago
- Tyrone, GA (9 miles from Palmetto, GA)
- 3 days ago
Financial Advisor - Certification Provided at Edward Jones summary: Financial Advisors help clients achieve their long-term financial goals by providing personalized investment and wealth management...
Personal Banker Peachtree Biscayne
- Atlanta, GA (23 miles from Palmetto, GA)
- 4 days ago
- Atlanta, GA (23 miles from Palmetto, 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....
De Novo Personal Banker I - Newnan Crossing
- Newnan, GA (14 miles from Palmetto, GA)
- 5 days ago
- Newnan, GA (14 miles from Palmetto, GA)
- 5 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....
- Riverdale, GA (18 miles from Palmetto, GA)
- 5 days ago
- Riverdale, GA (18 miles from Palmetto, GA)
- 5 days ago
As a Personal Banker within PNC's Retail Banking Organization, you will be based in Carmel, IN, at the Merchants Sq. branch....
Personal Banker Centergy Midtown
- Atlanta, GA (23 miles from Palmetto, GA)
- 5 days ago
- Atlanta, GA (23 miles from Palmetto, GA)
- 5 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 (23 miles from Palmetto, GA)
- 6 days ago
- Atlanta, GA (23 miles from Palmetto, GA)
- 6 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...
- Peachtree City, GA (14 miles from Palmetto, GA)
- 7 days ago
- Peachtree City, GA (14 miles from Palmetto, GA)
- 7 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 (23 miles from Palmetto, GA)
- 10 days ago
- Atlanta, GA (23 miles from Palmetto, GA)
- 10 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...
Personal Banker II - onsite, Villa Rica (Teller experience highly preferred)
- Villa Rica, GA (15 miles from Palmetto, GA)
- 10 days ago
- Villa Rica, GA (15 miles from Palmetto, GA)
- 10 days ago
management and merchant services Knowledge of consumer lending...
- Atlanta, GA (23 miles from Palmetto, GA)
- 13 days ago
- Atlanta, GA (23 miles from Palmetto, GA)
- 13 days ago
We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your...
- Atlanta, GA (23 miles from Palmetto, GA)
- 13 days ago
- Atlanta, GA (23 miles from Palmetto, GA)
- 13 days ago
Job Responsibilities The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold....
- Atlanta, GA (23 miles from Palmetto, GA)
- 13 days ago
- Atlanta, GA (23 miles from Palmetto, GA)
- 13 days ago
If you're a financial advisor who feels like you're building someone else's business... you're not alone. Many advisors we speak with are frustrated by limited independence, lack of real support,...
Personal Banker- Chattahoochee (GA)
- Atlanta, GA (23 miles from Palmetto, GA)
- 14 days ago
- Atlanta, GA (23 miles from Palmetto, GA)
- 14 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for Branch Banking as part of the Consumer and Small Business Banking division....
Demographic Data for Palmetto, GA
Moving to Palmetto, GA? Find some basic demographic data about Palmetto, GA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Palmetto, GA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Palmetto, 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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