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.
Personal Banker I - Marietta Square
- Marietta, GA (12 miles from Woodstock, GA)
- 4 days ago
- Marietta, GA (12 miles from Woodstock, GA)
- 4 days ago
Job Summary Entry-level banking role to build proficiency in transaction, sales and service functions. Operates as a multi-functional team member with the ability to process transactions, provide...
- Dunwoody, GA (11 miles from Woodstock, GA)
- 4 days ago
- Dunwoody, GA (11 miles from Woodstock, 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 Financial Advisor
- Marietta, GA (12 miles from Woodstock, GA)
- 4 days ago
- Marietta, GA (12 miles from Woodstock, GA)
- 4 days ago
Financial Advisor Edward Jones 3.8 ( ) Marietta, GA Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
Mobile Banking Personal Banker Mobile Banking Personal Banker
- Duluth, GA (19 miles from Woodstock, GA)
- 4 days ago
- Duluth, GA (19 miles from Woodstock, GA)
- 4 days ago
Mobile Banking Personal Banker PNC Financial Services Group 3.6 ( ) Duluth, GA Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive management 73%...
De Novo Personal Banker II - Tucker, GA
- Tucker, GA (22 miles from Woodstock, GA)
- 5 days ago
- Tucker, GA (22 miles from Woodstock, GA)
- 5 days ago
As a De Novo Personal Banker, you are responsible for creating a great customer experience and growing a new branch from the ground up....
De Novo Personal Banker I - Tucker, GA
- Tucker, GA (22 miles from Woodstock, GA)
- 5 days ago
- Tucker, GA (22 miles from Woodstock, GA)
- 5 days ago
As a De Novo Personal Banker, you are responsible for creating a great customer experience and growing a new branch from the ground up....
- Dunwoody, GA (11 miles from Woodstock, GA)
- 5 days ago
- Dunwoody, GA (11 miles from Woodstock, GA)
- 5 days ago
lending...
Bilingual Personal Banker Chamblee
- Chamblee, GA (18 miles from Woodstock, GA)
- 6 days ago
- Chamblee, GA (18 miles from Woodstock, GA)
- 6 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 - Saddlebrook (Alpharetta, GA)
- Alpharetta, GA (8 miles from Woodstock, GA)
- 7 days ago
- Alpharetta, GA (8 miles from Woodstock, GA)
- 7 days ago
Banker job family....
Personal Banker Bilingual East Central Atlanta
- Austell, GA (22 miles from Woodstock, GA)
- 13 days ago
- Austell, GA (22 miles from Woodstock, GA)
- 13 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 - West Georgia Region
- Marietta, GA (12 miles from Woodstock, GA)
- 13 days ago
- Marietta, GA (12 miles from Woodstock, GA)
- 13 days ago
Banker job family....
Personal Banker Associate I - Georgia West Region
- Woodstock, GA (7 miles from Woodstock, GA)
- 13 days ago
- Woodstock, GA (7 miles from Woodstock, GA)
- 13 days ago
Banker job family....
Personal Banker Associate I - Southeast Cobb (Smyrna, GA)
- Smyrna, GA (17 miles from Woodstock, GA)
- 15 days ago
- Smyrna, GA (17 miles from Woodstock, GA)
- 15 days ago
Banker job family....
Personal Banker Associate I - Georgia West Region
- Woodstock, GA
- 15 days ago
- Woodstock, GA
- 15 days ago
Banker job family....
Personal Banker I - East Georgia Region
- Duluth, GA (19 miles from Woodstock, GA)
- 15 days ago
- Duluth, GA (19 miles from Woodstock, GA)
- 15 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
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Coaching
- Reporting
- Interpersonal Skills
- Policy Development
- Problem Solving
- Regulations
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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