Personal Banker Jobs in Belmont, 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.
Financial Advisor Recruiter (Strong Comp. Plan)
- Charlotte, NC (11 miles from Belmont, NC)
- 10 hours ago
- Charlotte, NC (11 miles from Belmont, NC)
- 10 hours ago
**Equitable Pay and Benefits** : Equitable Total Rewards Program ( **Qualifications** **Required Qualifications** + 2 years of professional recruiting experience in financial services or wealth management...
US Experienced Financial Advisor
- Gastonia, NC (11 miles from Belmont, NC)
- 14 hours ago
- Gastonia, NC (11 miles from Belmont, NC)
- 14 hours ago
We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business...
Entry Level Financial Advisor - NC, Charlotte (3488)
- Charlotte, NC (11 miles from Belmont, NC)
- 15 hours ago
- Charlotte, NC (11 miles from Belmont, NC)
- 15 hours ago
management + **Commissions and Bonus** : In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. + **Benefits** : Comprehensive benefits programs for eligible...
Financial Advisor - Certification Provided
- Cornelius, NC (19 miles from Belmont, NC)
- 16 hours ago
- Cornelius, NC (19 miles from Belmont, NC)
- 16 hours ago
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.**** At Edward Jones, we're all about making a difference. In the lives of our clients...
Float Personal Banker Associate 1 - Charlotte South
- Charlotte, NC (11 miles from Belmont, NC)
- 5 days ago
- Charlotte, NC (11 miles from Belmont, NC)
- 5 days ago
Banker job family....
Client Advisory Center Financial Advisor I
- Charlotte, NC (11 miles from Belmont, NC)
- 6 days ago
- Charlotte, NC (11 miles from Belmont, NC)
- 6 days ago
Work on small groups (pods) of Financial Advisors focused on partnership with Premier Bankers, Preferred Advisors, and Retail Banking leadership to facilitate training and referrals into the team....
Private Client Banker - Steele Creek - Charlotte, NC
- Charlotte, NC (11 miles from Belmont, NC)
- 7 days ago
- Charlotte, NC (11 miles from Belmont, NC)
- 7 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...
Personal Banker Associate II- Harrisburg Financial Center
- Harrisburg, NC (22 miles from Belmont, NC)
- 7 days ago
- Harrisburg, NC (22 miles from Belmont, NC)
- 7 days ago
Banker job family....
- Charlotte, NC (12 miles from Belmont, NC)
- 7 days ago
- Charlotte, NC (12 miles from Belmont, NC)
- 7 days ago
As a Branch Banker within PNC's retail banking organization, you will be based in Charlotte, NC at the Randolph Road Branch....
Associate Personal Banker Boots to Banking - Charlotte Metro District
- Charlotte, NC (11 miles from Belmont, NC)
- 9 days ago
- Charlotte, NC (11 miles from Belmont, NC)
- 9 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....
Associate Personal Banker Homefront Heroes Hiring (HHH) Program - Metro Charlotte District
- Charlotte, NC (11 miles from Belmont, NC)
- 9 days ago
- Charlotte, NC (11 miles from Belmont, NC)
- 9 days ago
Wells Fargo is seeking an Associate Personal Banker in our National Branch Network as part of the consumer, Small & Business Banking division....
- Charlotte, NC (11 miles from Belmont, NC)
- 9 days ago
- Charlotte, NC (11 miles from Belmont, NC)
- 9 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....
Financial Advisor (Legacy Transition Team), UBS Wealth Advice Center
- Charlotte, NC (11 miles from Belmont, NC)
- 11 days ago
- Charlotte, NC (11 miles from Belmont, NC)
- 11 days ago
We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank....
Retail Personal Banker Associate II- Steele Creek
- Charlotte, NC (11 miles from Belmont, NC)
- 12 days ago
- Charlotte, NC (11 miles from Belmont, NC)
- 12 days ago
Banker job family....
Personal Banker Associate I- Steele Creek
- Charlotte, NC (11 miles from Belmont, NC)
- 12 days ago
- Charlotte, NC (11 miles from Belmont, NC)
- 12 days ago
Banker job family....
Demographic Data for Belmont, NC
Moving to Belmont, NC? Find some basic demographic data about Belmont, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Belmont, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Belmont, NC offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Regulations
- Reporting
- 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 »