Personal Banker Jobs in Apex, NC
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.
Retail Personal Banker Associate I
- Cary, NC (8 miles from Apex, NC)
- 12 hours ago
- Cary, NC (8 miles from Apex, NC)
- 12 hours ago
Banker job family....
Client Relationship Manager, Client Services - Prestige
- Raleigh, NC (16 miles from Apex, NC)
- 1 day ago
- Raleigh, NC (16 miles from Apex, NC)
- 1 day ago
Section 1: Position Summary The Client Relationship Manager, Prestige will work closely with all sales, service, and operations partners to serve as the focal point of contact for new and existing...
Personal Banker-Triangle Southwest Cary, NC
- Cary, NC (8 miles from Apex, NC)
- 3 days ago
- Cary, NC (8 miles from Apex, NC)
- 3 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....
- Raleigh, NC (16 miles from Apex, NC)
- 3 days ago
- Raleigh, NC (16 miles from Apex, NC)
- 3 days ago
Location : On site at location listed in job posting. Summary: We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on...
- Raleigh, NC (16 miles from Apex, NC)
- 4 days ago
- Raleigh, NC (16 miles from Apex, NC)
- 4 days ago
At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle...
Financial Services Specialist (Jr Personal Banker)
- Durham, NC (19 miles from Apex, NC)
- 7 days ago
- Durham, NC (19 miles from Apex, NC)
- 7 days ago
Required Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services Benefits are an integral...
Client Relationship Manager - LifeSciences - North Carolina
- Durham, NC (19 miles from Apex, NC)
- 8 days ago
- Durham, NC (19 miles from Apex, NC)
- 8 days ago
Client Relationship Manager - LifeSciences Location: Durham, North Carolina About Cognizant Cognizant is one of the world's leading professional services companies, helping clients become...
Private Client Banker - (New Build) Panther Branch - Garner, NC
- Garner, NC (19 miles from Apex, NC)
- 8 days ago
- Garner, NC (19 miles from Apex, NC)
- 8 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...
- Raleigh, NC (16 miles from Apex, NC)
- 10 days ago
- Raleigh, NC (16 miles from Apex, NC)
- 10 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
Contact Center Personal Banker
- Raleigh, NC (16 miles from Apex, NC)
- 10 days ago
- Raleigh, NC (16 miles from Apex, NC)
- 10 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 Work- Raleigh, NC (16 miles from Apex, NC)
- 11 days ago
- Raleigh, NC (16 miles from Apex, NC)
- 11 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
Technology Client Relationship Manager I/Project Manager I
- Durham, NC (19 miles from Apex, NC)
- 14 days ago
- Durham, NC (19 miles from Apex, NC)
- 14 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...
- Durham, NC (19 miles from Apex, NC)
- 15 days ago
- Durham, NC (19 miles from Apex, NC)
- 15 days ago
As a Principal Financial Advisor, you will lead and manage enterprise-wide efforts to deliver analytical insights, enforce financial discipline, and produce business outputs that drive our...
Private Client Banker - (New Build) Pittsboro - Chapel Hill, NC
- Chapel Hill, NC (18 miles from Apex, NC)
- 16 days ago
- Chapel Hill, NC (18 miles from Apex, NC)
- 16 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...
Demographic Data for Apex, NC
Moving to Apex, NC? Find some basic demographic data about Apex, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Apex, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Apex, NC 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
- Wealth Management
- Financial Services
- 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
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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