Personal Banker Jobs in Burlington, 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 - Career Change Opportunity
- Greensboro, NC (15 miles from Burlington, NC)
- 7 days ago
- Greensboro, NC (15 miles from Burlington, NC)
- 7 days ago
Financial Advisor - Career Change Opportunity in Greensboro Job Ref: ... Employer: Network Company Name: Edward Jones Industry: Banking Job Type: Full Time State: North Carolina City: Greensboro...
- Mebane, NC (14 miles from Burlington, NC)
- 10 days ago
- Mebane, NC (14 miles from Burlington, NC)
- 10 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....
- Greensboro, NC (15 miles from Burlington, NC)
- 16 days ago
- Greensboro, NC (15 miles from Burlington, NC)
- 16 days ago
Exposure to diverse, high-net-worth clients with a focus on comprehensive financial planning and wealth management....
- Liberty, NC (10 miles from Burlington, NC)
- 30+ days ago
- Liberty, NC (10 miles from Burlington, NC)
- 30+ 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 (10 miles from Burlington, NC)
- 30+ days ago
- Liberty, NC (10 miles from Burlington, NC)
- 30+ days ago
cashing as needed....
Merrill Experienced Financial Advisor
- Greensboro, NC (15 miles from Burlington, NC)
- 45+ days ago
- Greensboro, NC (15 miles from Burlington, NC)
- 45+ 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....
Financial Advisor - Greensboro, NC
- Greensboro, NC (15 miles from Burlington, NC)
- 30+ days ago
- Greensboro, NC (15 miles from Burlington, NC)
- 30+ 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 Burlington, NC)
- 45+ days ago
- Greensboro, NC (15 miles from Burlington, NC)
- 45+ 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 Burlington, NC)
- 90+ days ago
- Greensboro, NC (15 miles from Burlington, 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 Burlington, NC
Moving to Burlington, NC? Find some basic demographic data about Burlington, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Burlington, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Burlington, 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
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 »