Personal Banker Jobs in Brentwood, 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.
Personal Banker Raleigh Slabtown
- Raleigh, NC (4 miles from Brentwood, NC)
- 2 days ago
- Raleigh, NC (4 miles from Brentwood, 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....
- Raleigh, NC (4 miles from Brentwood, NC)
- 6 days ago
- Raleigh, NC (4 miles from Brentwood, NC)
- 6 days ago
banking partners Perform on-going self-education to remain product/solution fluent and maintain licensing capability....
Retail Personal Banker Associate I - Cary
- Cary, NC (12 miles from Brentwood, NC)
- 6 days ago
- Cary, NC (12 miles from Brentwood, NC)
- 6 days ago
Banker job family....
Financial Advisor Financial Advisor
- Garner, NC (11 miles from Brentwood, NC)
- 6 days ago
- Garner, NC (11 miles from Brentwood, NC)
- 6 days ago
Financial Advisor Edward Jones 3.8 ( ) Garner, NC 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...
Associate Financial Advisor Associate Financial Advisor
- Durham, NC (22 miles from Brentwood, NC)
- 6 days ago
- Durham, NC (22 miles from Brentwood, NC)
- 6 days ago
Associate Financial Advisor Edward Jones 3.8 ( ) Durham, NC 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...
- Durham, NC (22 miles from Brentwood, NC)
- 6 days ago
- Durham, NC (22 miles from Brentwood, NC)
- 6 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Private Client Banker - Southpoint Crossing - Durham, NC
- Durham, NC (22 miles from Brentwood, NC)
- 7 days ago
- Durham, NC (22 miles from Brentwood, NC)
- 7 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Raleigh, NC (4 miles from Brentwood, NC)
- 7 days ago
- Raleigh, NC (4 miles from Brentwood, NC)
- 7 days ago
This job posting is anticipated to remain open for 30 days, from 07-Aug-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Retail Personal Banker Associate I - Raleigh
- Raleigh, NC (4 miles from Brentwood, NC)
- 8 days ago
- Raleigh, NC (4 miles from Brentwood, NC)
- 8 days ago
Banker job family....
Personal Banker - Ashton Square
- Raleigh, NC (4 miles from Brentwood, NC)
- 15 days ago
- Raleigh, NC (4 miles from Brentwood, NC)
- 15 days ago
As a Branch Banker within PNC's retail banking organization, you will be based in Raleigh, NC at the Ashton Square Branch....
As a Branch Banker within PNC's retail banking organization, you will be based in Raleigh, NC at the Ashton Square Branch....
- Durham, NC (22 miles from Brentwood, NC)
- 15 days ago
- Durham, NC (22 miles from Brentwood, NC)
- 15 days ago
This job posting is anticipated to remain open for 30 days, from 30-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Retail Personal Banker Associate I
- Cary, NC (12 miles from Brentwood, NC)
- 17 days ago
- Cary, NC (12 miles from Brentwood, NC)
- 17 days ago
Banker job family....
Retail Personal Banker Associate II - Garner
- Garner, NC (11 miles from Brentwood, NC)
- 22 days ago
- Garner, NC (11 miles from Brentwood, NC)
- 22 days ago
Banker job family....
Client Relationship Manager - Marken
- Durham, NC (22 miles from Brentwood, NC)
- 27 days ago
- Durham, NC (22 miles from Brentwood, NC)
- 27 days ago
Before you apply to a job, select your language preference from the options available at the top right of this page.** Explore your next opportunity at a Fortune Global 500 organization. Envision...
Demographic Data for Brentwood, NC
Moving to Brentwood, NC? Find some basic demographic data about Brentwood, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Brentwood, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Brentwood, 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
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 »