Personal Banker Jobs in Suwanee, 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 - Sandy Springs
- Sandy Springs, GA (19 miles from Suwanee, GA)
- 20 hours ago
- Sandy Springs, GA (19 miles from Suwanee, GA)
- 20 hours 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 (14 miles from Suwanee, GA)
- 1 day ago
- Dunwoody, GA (14 miles from Suwanee, GA)
- 1 day ago
As a Branch Personal Banker, you will strengthen customer relationships with a defined sales process....
- Oakwood, GA (16 miles from Suwanee, GA)
- 4 days ago
- Oakwood, GA (16 miles from Suwanee, 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....
Financial Advisor - PNC Investments
- Cumming, GA (15 miles from Suwanee, GA)
- 6 days ago
- Cumming, GA (15 miles from Suwanee, GA)
- 6 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...
Lyric HCM Client Service Consultant I
- Alpharetta, GA (12 miles from Suwanee, GA)
- 10 days ago
- Alpharetta, GA (12 miles from Suwanee, GA)
- 10 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...
Personal Banker (ATL - Sandy Springs)
- Sandy Springs, GA (19 miles from Suwanee, GA)
- 10 days ago
- Sandy Springs, GA (19 miles from Suwanee, 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....
De Novo Personal Banker I - Bethany Village (Milton, GA)
- Milton, GA (12 miles from Suwanee, GA)
- 11 days ago
- Milton, GA (12 miles from Suwanee, GA)
- 11 days ago
Banker job family....
- Alpharetta, GA (12 miles from Suwanee, GA)
- 14 days ago
- Alpharetta, GA (12 miles from Suwanee, GA)
- 14 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Personal Banker II - Bethany Village (Milton, GA)
- Milton, GA (12 miles from Suwanee, GA)
- 18 days ago
- Milton, GA (12 miles from Suwanee, GA)
- 18 days ago
Banker job family....
Virtual Client Financial Advisor (June/July class) - Alpharetta, GA
- Alpharetta, GA (12 miles from Suwanee, GA)
- 30+ days ago
- Alpharetta, GA (12 miles from Suwanee, GA)
- 30+ days ago
management services....
Personal Banker Associate I - Dunwoody
- Dunwoody, GA (14 miles from Suwanee, GA)
- 90+ days ago
- Dunwoody, GA (14 miles from Suwanee, GA)
- 90+ days ago
Banker job family....
- Alpharetta, GA (12 miles from Suwanee, GA)
- 30+ days ago
- Alpharetta, GA (12 miles from Suwanee, GA)
- 30+ days ago
Job Summary The Financial Advisor offers appropriate investment products to existing and prospective clients and provides ongoing service to all existing clients. They are responsible for...
Personal Banker I - Sandy Springs
- Sandy Springs, GA (19 miles from Suwanee, GA)
- 30+ days ago
- Sandy Springs, GA (19 miles from Suwanee, GA)
- 30+ days ago
Banker job family....
- Decatur, GA (23 miles from Suwanee, GA)
- 30+ days ago
- Decatur, GA (23 miles from Suwanee, GA)
- 30+ 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...
Retail Personal Banker II - Alpharetta
- Alpharetta, GA (12 miles from Suwanee, GA)
- 30+ days ago
- Alpharetta, GA (12 miles from Suwanee, GA)
- 30+ days ago
Banker job family....
Demographic Data for Suwanee, GA
Moving to Suwanee, GA? Find some basic demographic data about Suwanee, GA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Suwanee, GA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Suwanee, 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 Banking
- 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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