Personal Banker Jobs in Peachtree Corners, 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.
Client Relationship Manager - Entry Level
- Roswell, GA (13 miles from Peachtree Corners, GA)
- 4 hours ago
- Roswell, GA (13 miles from Peachtree Corners, GA)
- 4 hours ago
At Tidewater, we use our branding expertise to help companies throughout the U.S. establish a solid customer base and consistent market identity. Our team members are passionate about growth,...
- Atlanta, GA (16 miles from Peachtree Corners, GA)
- 20 hours ago
- Atlanta, GA (16 miles from Peachtree Corners, GA)
- 20 hours ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
Financial Advisor - Experienced Professionals
- Marietta, GA (20 miles from Peachtree Corners, GA)
- 23 hours ago
- Marietta, GA (20 miles from Peachtree Corners, GA)
- 23 hours ago
Join the mission. Coach those who serve. At First Command, we've been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to...
Financial Advisor - Sandy Springs
- Sandy Springs, GA (11 miles from Peachtree Corners, GA)
- 2 days ago
- Sandy Springs, GA (11 miles from Peachtree Corners, GA)
- 2 days ago
Financial Advisor - Sandy Springs Sandy Springs, GA, United States (Hybrid) Job Description To provide basic financial consulting services to assist members and non-members with identifying their...
Bilingual Spanish Preferred Personal Banker
- Dunwoody, GA (7 miles from Peachtree Corners, GA)
- 2 days ago
- Dunwoody, GA (7 miles from Peachtree Corners, GA)
- 2 days ago
As a Branch Personal Banker, you will strengthen customer relationships with a defined sales process....
Private Client Banker SB - Skye Hill - Atlanta, GA
- Atlanta, GA (16 miles from Peachtree Corners, GA)
- 3 days ago
- Atlanta, GA (16 miles from Peachtree Corners, GA)
- 3 days 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 (16 miles from Peachtree Corners, GA)
- 3 days ago
- Atlanta, GA (16 miles from Peachtree Corners, GA)
- 3 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
- Atlanta, GA (16 miles from Peachtree Corners, GA)
- 4 days ago
- Atlanta, GA (16 miles from Peachtree Corners, GA)
- 4 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....
- Atlanta, GA (16 miles from Peachtree Corners, GA)
- 5 days ago
- Atlanta, GA (16 miles from Peachtree Corners, 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....
Financial Advisor - PNC Investments
- Cumming, GA (24 miles from Peachtree Corners, GA)
- 8 days ago
- Cumming, GA (24 miles from Peachtree Corners, GA)
- 8 days ago
Financial Advisor - PNC InvestmentsPNC Financial Services Group3.6(52)Cumming, GAWhy you should apply for a job to PNC Financial Services Group:Ranked as one of the Best Finance Companies for...
Personal Banker Associate I - Buckhead Sovereign (Atlanta, GA)
- Atlanta, GA (16 miles from Peachtree Corners, GA)
- 11 days ago
- Atlanta, GA (16 miles from Peachtree Corners, GA)
- 11 days ago
Banker job family....
Lyric HCM Client Service Consultant I
- Alpharetta, GA (14 miles from Peachtree Corners, GA)
- 12 days ago
- Alpharetta, GA (14 miles from Peachtree Corners, GA)
- 12 days ago
ADP is hiring a Client Service Consultant for Lyric HCM. Are you interested in learning more about the Human Capital Management industry? Are you ready to join a company offering career...
Contact Center Personal Banker
- Atlanta, GA (16 miles from Peachtree Corners, GA)
- 12 days ago
- Atlanta, GA (16 miles from Peachtree Corners, GA)
- 12 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 - Sandy Springs)
- Sandy Springs, GA (11 miles from Peachtree Corners, GA)
- 12 days ago
- Sandy Springs, GA (11 miles from Peachtree Corners, GA)
- 12 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....
Personal Banker (ATL Perimeter Ctr West)
- Atlanta, GA (16 miles from Peachtree Corners, GA)
- 12 days ago
- Atlanta, GA (16 miles from Peachtree Corners, GA)
- 12 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....
Demographic Data for Peachtree Corners, GA
Moving to Peachtree Corners, GA? Find some basic demographic data about Peachtree Corners, GA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Peachtree Corners, GA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Peachtree Corners, 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
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- 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
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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