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.
Internal Wholesaler Banking Consultant
- Charlotte, NC (11 miles from Belmont, NC)
- 15 hours ago
- Charlotte, NC (11 miles from Belmont, NC)
- 15 hours ago
Knowledge of Ameriprise Financial Knowledge of banking products, including lending and deposit products Solid understanding of financial planning process & experience working with financial advisors...
Associate Personal Banker - Metro Charlotte District
- Matthews, NC (22 miles from Belmont, NC)
- 1 day ago
- Matthews, NC (22 miles from Belmont, NC)
- 1 day 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 - Cross Creek
- Fort Mill, SC (12 miles from Belmont, NC)
- 1 day ago
- Fort Mill, SC (12 miles from Belmont, NC)
- 1 day 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....
- Charlotte, NC (11 miles from Belmont, NC)
- 1 day ago
- Charlotte, NC (11 miles from Belmont, NC)
- 1 day ago
Banker job family....
Associate Personal Banker - Derita Branch
- Charlotte, NC (11 miles from Belmont, NC)
- 2 days ago
- Charlotte, NC (11 miles from Belmont, 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....
- Rock Hill, SC (23 miles from Belmont, NC)
- 4 days ago
- Rock Hill, SC (23 miles from Belmont, NC)
- 4 days ago
Teller III Full Time Office & Clerical Rock Hill, SC, US 3 days ago Requisition ID: 3263 SUMMARY: The position of Teller III is responsible for performing routine and intermediate branch and...
Financial Advisor - Charlotte, NC Financial Advisor - Charlotte, NC
- Charlotte, NC (11 miles from Belmont, NC)
- 6 days ago
- Charlotte, NC (11 miles from Belmont, NC)
- 6 days ago
Financial Advisor - Charlotte, NC TD Bank 4.1 ( ) Charlotte, NC Why you should apply for a job to TD Bank : Ranked as one of the 4.1/5 in overall job satisfaction 4.8/5 in supportive management...
Private Client Banker - (New Build) Matthews - Matthews, NC
- Matthews, NC (22 miles from Belmont, NC)
- 11 days ago
- Matthews, NC (22 miles from Belmont, NC)
- 11 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Cornelius, NC (19 miles from Belmont, NC)
- 21 days ago
- Cornelius, NC (19 miles from Belmont, NC)
- 21 days ago
This job posting is anticipated to remain open for 30 days, from 23-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Charlotte, NC (11 miles from Belmont, NC)
- 28 days ago
- Charlotte, NC (11 miles from Belmont, NC)
- 28 days ago
Leveraging Technology, Proactive Sales Competencies Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending...
Personal Banker Associate I - Charlotte Park (Nashville, TN)
- Charlotte, NC (11 miles from Belmont, NC)
- 30+ days ago
- Charlotte, NC (11 miles from Belmont, NC)
- 30+ days ago
Banker job family....
- Charlotte, NC (11 miles from Belmont, NC)
- 30+ days ago
- Charlotte, NC (11 miles from Belmont, NC)
- 30+ days ago
Position Summary Deliver Exceptional Customer Service including engaging customers about their financial needs and our services. Recommend and open appropriate accounts and related services....
- Charlotte, NC (11 miles from Belmont, NC)
- 30+ days ago
- Charlotte, NC (11 miles from Belmont, NC)
- 30+ days ago
JOB SUMMARY The Client Relationship Manager will handle interactions and activities associated with the account relationship for Spectrum Community Solutions Bulk customers. The focus of the...
Personal Banker Associate I- CLT South
- Charlotte, NC (11 miles from Belmont, NC)
- 45+ days ago
- Charlotte, NC (11 miles from Belmont, NC)
- 45+ days ago
Banker job family....
- Matthews, NC (22 miles from Belmont, NC)
- 45+ days ago
- Matthews, NC (22 miles from Belmont, NC)
- 45+ days ago
To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion...
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
- 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
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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