Personal Banker Jobs in Woodstock, 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 (13 miles from Woodstock, GA)
- 16 hours ago
- Sandy Springs, GA (13 miles from Woodstock, GA)
- 16 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 (11 miles from Woodstock, GA)
- 20 hours ago
- Dunwoody, GA (11 miles from Woodstock, GA)
- 20 hours ago
As a Branch Personal Banker, you will strengthen customer relationships with a defined sales process....
Personal Banker Associate I - Varner Crossing
- Powder Springs, GA (21 miles from Woodstock, GA)
- 3 days ago
- Powder Springs, GA (21 miles from Woodstock, GA)
- 3 days ago
Banker job family....
Financial Advisor - PNC Investments
- Cumming, GA (19 miles from Woodstock, GA)
- 6 days ago
- Cumming, GA (19 miles from Woodstock, 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 (8 miles from Woodstock, GA)
- 9 days ago
- Alpharetta, GA (8 miles from Woodstock, GA)
- 9 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 (13 miles from Woodstock, GA)
- 10 days ago
- Sandy Springs, GA (13 miles from Woodstock, 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 (8 miles from Woodstock, GA)
- 11 days ago
- Milton, GA (8 miles from Woodstock, GA)
- 11 days ago
Banker job family....
Personal Banker I (30 Hours, Benefit Eligible) - Canton
- Canton, GA (9 miles from Woodstock, GA)
- 11 days ago
- Canton, GA (9 miles from Woodstock, GA)
- 11 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...
- Alpharetta, GA (8 miles from Woodstock, GA)
- 13 days ago
- Alpharetta, GA (8 miles from Woodstock, GA)
- 13 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 (8 miles from Woodstock, GA)
- 18 days ago
- Milton, GA (8 miles from Woodstock, GA)
- 18 days ago
Banker job family....
Client Relationship Manager - Calibration (52717)
- Marietta, GA (12 miles from Woodstock, GA)
- 19 days ago
- Marietta, GA (12 miles from Woodstock, GA)
- 19 days ago
Applied Technical Services, LLC ("ATS" or the "Company") is a leading provider of critical testing, inspection, certification, and compliance services. The Company serves clients across a diverse...
Technology Client Relationship Manager I/Project Manager I
- Smyrna, GA (17 miles from Woodstock, GA)
- 19 days ago
- Smyrna, GA (17 miles from Woodstock, GA)
- 19 days ago
A leading comprehensive engineering design and consulting firm, SSR provides innovative solutions for clients with facility and infrastructure challenges. To achieve client needs, SSR has multiple...
Private Client Banker- Georgia Northwest - Powder Springs and Macland - Marietta, GA
- Marietta, GA (12 miles from Woodstock, GA)
- 28 days ago
- Marietta, GA (12 miles from Woodstock, GA)
- 28 days ago
You have a passion 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...
Virtual Client Financial Advisor (June/July class) - Alpharetta, GA
- Alpharetta, GA (8 miles from Woodstock, GA)
- 30+ days ago
- Alpharetta, GA (8 miles from Woodstock, GA)
- 30+ days ago
management services....
Personal Banker Associate I - Dunwoody
- Dunwoody, GA (11 miles from Woodstock, GA)
- 90+ days ago
- Dunwoody, GA (11 miles from Woodstock, GA)
- 90+ days ago
Banker job family....
Demographic Data for Woodstock, GA
Moving to Woodstock, GA? Find some basic demographic data about Woodstock, GA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Woodstock, GA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Woodstock, 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
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »