Personal Banker Jobs in Carrboro, 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.
Retail Personal Banker Associate I - Cary
- Cary, NC (19 miles from Carrboro, NC)
- 4 days ago
- Cary, NC (19 miles from Carrboro, NC)
- 4 days ago
Banker job family....
- Burlington, NC (24 miles from Carrboro, NC)
- 5 days ago
- Burlington, NC (24 miles from Carrboro, NC)
- 5 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....
Client Relationship Manager - NY, CT, NJ
- Morrisville, NC (15 miles from Carrboro, NC)
- 6 days ago
- Morrisville, NC (15 miles from Carrboro, NC)
- 6 days ago
General Information Req # WD00084156 Career area: Sales Country/Region: United States of America State: North Carolina City: Morrisville Date: Wednesday, July 9, 2025 Working time: Full-time...
Personal Banker Associate I- Chapel Hill and Surrounding Areas
- Chapel Hill, NC (4 miles from Carrboro, NC)
- 6 days ago
- Chapel Hill, NC (4 miles from Carrboro, NC)
- 6 days ago
Banker job family....
- Durham, NC (11 miles from Carrboro, NC)
- 7 days ago
- Durham, NC (11 miles from Carrboro, NC)
- 7 days ago
As a Branch Banker within PNC's retail banking organization, you will be based in Durham, NC at the RTP Branch....
- Durham, NC (8 miles from Carrboro, NC)
- 8 days ago
- Durham, NC (8 miles from Carrboro, NC)
- 8 days ago
As a Branch Banker within PNC's retail banking organization, you will be based in Durham, NC at the RTP Branch....
Personal Banker Associate I - Chapel Hill
- Chapel Hill, NC (4 miles from Carrboro, NC)
- 30+ days ago
- Chapel Hill, NC (4 miles from Carrboro, NC)
- 30+ days ago
Banker job family....
- Durham, NC (11 miles from Carrboro, NC)
- 45+ days ago
- Durham, NC (11 miles from Carrboro, NC)
- 45+ days ago
Financial Advisor- Durham, NC North Star Resource Group is looking to find a candidate for a financial consultant position in Durham, NC. We are looking for a recent college graduate or a more...
- Morrisville, NC (15 miles from Carrboro, NC)
- 60+ days ago
- Morrisville, NC (15 miles from Carrboro, NC)
- 60+ days ago
General Information Req # WD00080694 Career area: Sales Country/Region: United States of America State: North Carolina City: Morrisville Date: Thursday, April 24, 2025 Working time: Full-time...
Financial Advisor - Durham, NC
- Durham, NC (11 miles from Carrboro, NC)
- 90+ days ago
- Durham, NC (11 miles from Carrboro, NC)
- 90+ 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...
Demographic Data for Carrboro, NC
Moving to Carrboro, NC? Find some basic demographic data about Carrboro, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Carrboro, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Carrboro, 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
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- 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
- Relationship Management
- Inbound/Outbound Calling
- Math
- Listening
- Retail
- Business Development
- Customer Relations
- High School Diploma
- Written Communication
- Telephone Skills
- Reporting
- Policy Development
- Coaching
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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