Personal Banker Jobs in Archdale, 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.
Private Client Banker - Pisgah Church - Greensboro, NC
- Greensboro, NC (15 miles from Archdale, NC)
- 1 day ago
- Greensboro, NC (15 miles from Archdale, NC)
- 1 day 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...
- Greensboro, NC (15 miles from Archdale, NC)
- 2 days ago
- Greensboro, NC (15 miles from Archdale, NC)
- 2 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....
- Winston Salem, NC (20 miles from Archdale, NC)
- 7 days ago
- Winston Salem, NC (20 miles from Archdale, NC)
- 7 days ago
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help...
- High Point, NC (4 miles from Archdale, NC)
- 16 days ago
- High Point, NC (4 miles from Archdale, NC)
- 16 days ago
Under direct supervision, the Personal Banker II will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience....
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- Winston Salem, NC (20 miles from Archdale, NC)
- 19 days ago
- Winston Salem, NC (20 miles from Archdale, NC)
- 19 days ago
Location : On site at location listed in job posting. Summary As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and...
- Winston Salem, NC (20 miles from Archdale, NC)
- 24 days ago
- Winston Salem, NC (20 miles from Archdale, NC)
- 24 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Greensboro, NC (15 miles from Archdale, NC)
- 30+ days ago
- Greensboro, NC (15 miles from Archdale, NC)
- 30+ days ago
Exposure to diverse, high-net-worth clients with a focus on comprehensive financial planning and wealth management....
- High Point, NC (4 miles from Archdale, NC)
- 30+ days ago
- High Point, NC (4 miles from Archdale, NC)
- 30+ days ago
Under direct supervision, the Personal Banker I will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience....
- Liberty, NC (21 miles from Archdale, NC)
- 45+ days ago
- Liberty, NC (21 miles from Archdale, NC)
- 45+ days ago
Becomes Lending Certified and performs functions related to consumer lending, including accepting and inputting loan applications, loan processing, and loan funding while following lending policies,...
- Liberty, NC (21 miles from Archdale, NC)
- 45+ days ago
- Liberty, NC (21 miles from Archdale, NC)
- 45+ days ago
cashing as needed....
Merrill Experienced Financial Advisor
- Greensboro, NC (15 miles from Archdale, NC)
- 60+ days ago
- Greensboro, NC (15 miles from Archdale, NC)
- 60+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
- Winston Salem, NC (20 miles from Archdale, NC)
- 90+ days ago
- Winston Salem, NC (20 miles from Archdale, NC)
- 90+ 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 Advisor - Greensboro, NC
- Greensboro, NC (15 miles from Archdale, NC)
- 45+ days ago
- Greensboro, NC (15 miles from Archdale, NC)
- 45+ days ago
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 generosity at the center of...
Financial Advisor- Freedom Financial Planning Group- Greensboro, NC
- Greensboro, NC (15 miles from Archdale, NC)
- 60+ days ago
- Greensboro, NC (15 miles from Archdale, NC)
- 60+ days ago
Freedom Financial Planning Group, an established financial services practice for Thrivent located in Greensboro, NC, is looking to grow and support a full-time Financial Professional. By joining...
- Greensboro, NC (15 miles from Archdale, NC)
- 90+ days ago
- Greensboro, NC (15 miles from Archdale, NC)
- 90+ days ago
Truliants mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance,...
Demographic Data for Archdale, NC
Moving to Archdale, NC? Find some basic demographic data about Archdale, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Archdale, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Archdale, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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