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.
Private Client Banker SB - Skye Hill - Atlanta, GA
- Atlanta, GA (23 miles from Palmetto, GA)
- 1 day ago
- Atlanta, GA (23 miles from Palmetto, GA)
- 1 day ago
You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
- Atlanta, GA (23 miles from Palmetto, GA)
- 1 day ago
- Atlanta, GA (23 miles from Palmetto, GA)
- 1 day ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
- Atlanta, GA (23 miles from Palmetto, GA)
- 2 days ago
- Atlanta, GA (23 miles from Palmetto, 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....
Personal Banker I - Jefferson St
- Newnan, GA (14 miles from Palmetto, GA)
- 2 days ago
- Newnan, GA (14 miles from Palmetto, GA)
- 2 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...
- Atlanta, GA (23 miles from Palmetto, GA)
- 2 days ago
- Atlanta, GA (23 miles from Palmetto, 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....
Personal Banker Associate I - Varner Crossing
- Powder Springs, GA (22 miles from Palmetto, GA)
- 3 days ago
- Powder Springs, GA (22 miles from Palmetto, GA)
- 3 days ago
Banker job family....
- Fayetteville, GA (14 miles from Palmetto, GA)
- 7 days ago
- Fayetteville, GA (14 miles from Palmetto, GA)
- 7 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....
- Hiram, GA (21 miles from Palmetto, GA)
- 9 days ago
- Hiram, GA (21 miles from Palmetto, GA)
- 9 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...
Personal Banker Associate I - Buckhead Sovereign (Atlanta, GA)
- Atlanta, GA (23 miles from Palmetto, GA)
- 9 days ago
- Atlanta, GA (23 miles from Palmetto, GA)
- 9 days ago
Banker job family....
Contact Center Personal Banker
- Atlanta, GA (23 miles from Palmetto, GA)
- 10 days ago
- Atlanta, GA (23 miles from Palmetto, GA)
- 10 days ago
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote WorkPersonal Banker (ATL Perimeter Ctr West)
- Atlanta, GA (23 miles from Palmetto, GA)
- 10 days ago
- Atlanta, GA (23 miles from Palmetto, GA)
- 10 days ago
The Personal Banker is responsible for serving as a consultant to customers by conducting customer financial profiles, identifying customer needs, and cross-selling and up-selling opportunities....
- Atlanta, GA (23 miles from Palmetto, GA)
- 10 days ago
- Atlanta, GA (23 miles from Palmetto, GA)
- 10 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
- Atlanta, GA (23 miles from Palmetto, GA)
- 10 days ago
- Atlanta, GA (23 miles from Palmetto, GA)
- 10 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
Personal Banker II - onsite, Villa Rica -- Teller experience highly preferred
- Villa Rica, GA (15 miles from Palmetto, GA)
- 14 days ago
- Villa Rica, GA (15 miles from Palmetto, GA)
- 14 days ago
management and merchant services Knowledge of consumer lending...
Personal Banker II - Dunwoody (Teller experience highly preferred)
- Atlanta, GA (23 miles from Palmetto, GA)
- 14 days ago
- Atlanta, GA (23 miles from Palmetto, GA)
- 14 days ago
management and merchant services Knowledge of consumer lending...
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
- 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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