Personal Banker Jobs in Sandy Springs, 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 (12 miles from Sandy Springs, GA)
- 17 hours ago
- Atlanta, GA (12 miles from Sandy Springs, GA)
- 17 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...
Float Personal Banker Associate 1 - Charlotte South
- Stonecrest, GA (23 miles from Sandy Springs, GA)
- 2 days ago
- Stonecrest, GA (23 miles from Sandy Springs, GA)
- 2 days ago
Banker job family....
Personal Banker Associate I - Towne Lake DeNovo (Woodstock, GA)
- Woodstock, GA (13 miles from Sandy Springs, GA)
- 2 days ago
- Woodstock, GA (13 miles from Sandy Springs, GA)
- 2 days ago
Banker job family....
Personal Banker - Governors Towne Square - Acworth, GA
- Acworth, GA (18 miles from Sandy Springs, GA)
- 3 days ago
- Acworth, GA (18 miles from Sandy Springs, GA)
- 3 days ago
Personal Banker - Governor's Towne Square - Acworth, GA 3.6 3.6 out of 5 stars 6060 Cedarcrest Road NW, Acworth, GA Why Wells Fargo: Are you looking for more? Find it here....
Client Advisory Center Financial Advisor I
- Atlanta, GA (12 miles from Sandy Springs, GA)
- 3 days ago
- Atlanta, GA (12 miles from Sandy Springs, 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....
- Lawrenceville, GA (23 miles from Sandy Springs, GA)
- 3 days ago
- Lawrenceville, GA (23 miles from Sandy Springs, GA)
- 3 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Lawrenceville, Georgia....
Personal Banker Associate II - Roswell Crossing
- Roswell, GA (8 miles from Sandy Springs, GA)
- 3 days ago
- Roswell, GA (8 miles from Sandy Springs, GA)
- 3 days ago
Banker job family....
- Kennesaw, GA (13 miles from Sandy Springs, GA)
- 4 days ago
- Kennesaw, GA (13 miles from Sandy Springs, GA)
- 4 days ago
Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts...
- Lawrenceville, GA (23 miles from Sandy Springs, GA)
- 4 days ago
- Lawrenceville, GA (23 miles from Sandy Springs, GA)
- 4 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Lawrenceville, Georgia....
Personal Banker Peachtree Biscayne
- Atlanta, GA (12 miles from Sandy Springs, GA)
- 4 days ago
- Atlanta, GA (12 miles from Sandy Springs, 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....
- Alpharetta, GA (14 miles from Sandy Springs, GA)
- 4 days ago
- Alpharetta, GA (14 miles from Sandy Springs, GA)
- 4 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Alpharetta, GA....
Personal Banker - Governor's Towne Square - Acworth, GA
- Acworth, GA (18 miles from Sandy Springs, GA)
- 4 days ago
- Acworth, GA (18 miles from Sandy Springs, 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....
- Johns Creek, GA (14 miles from Sandy Springs, GA)
- 5 days ago
- Johns Creek, GA (14 miles from Sandy Springs, GA)
- 5 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- Alpharetta, GA (10 miles from Sandy Springs, GA)
- 5 days ago
- Alpharetta, GA (10 miles from Sandy Springs, GA)
- 5 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Alpharetta, GA....
Bilingual Personal Banker Old Alabama
- Roswell, GA (8 miles from Sandy Springs, GA)
- 5 days ago
- Roswell, GA (8 miles from Sandy Springs, 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....
Demographic Data for Sandy Springs, GA
Moving to Sandy Springs, GA? Find some basic demographic data about Sandy Springs, GA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Sandy Springs, GA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Sandy Springs, 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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