Personal Banker Jobs in Cary, 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.
Associate Personal Banker Clayton
- Clayton, NC (20 miles from Cary, NC)
- 1 day ago
- Clayton, NC (20 miles from Cary, 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....
Financial Advisor - Certification Provided
- Morrisville, NC (7 miles from Cary, NC)
- 2 days ago
- Morrisville, NC (7 miles from Cary, NC)
- 2 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 02-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Raleigh, NC (8 miles from Cary, NC)
- 4 days ago
- Raleigh, NC (8 miles from Cary, NC)
- 4 days ago
This job posting is anticipated to remain open for 30 days, from 04-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Holly Springs, NC (11 miles from Cary, NC)
- 5 days ago
- Holly Springs, NC (11 miles from Cary, NC)
- 5 days ago
As a Branch Banker within PNC's retail banking organization, you will be based in Holly Springs, NC....
- Knightdale, NC (17 miles from Cary, NC)
- 5 days ago
- Knightdale, NC (17 miles from Cary, 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....
Homefront Heroes Hiring (HHH) - Associate Personal Banker Raleigh NC
- Raleigh, NC (8 miles from Cary, NC)
- 6 days ago
- Raleigh, NC (8 miles from Cary, NC)
- 6 days ago
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Personal Banker Raleigh Slabtown Portland
- Raleigh, NC (8 miles from Cary, NC)
- 6 days ago
- Raleigh, NC (8 miles from Cary, NC)
- 6 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....
Retail Personal Banker Associate I - Clayton
- Clayton, NC (20 miles from Cary, NC)
- 6 days ago
- Clayton, NC (20 miles from Cary, NC)
- 6 days ago
Banker job family....
Private Client Relationship Manager
- Raleigh, NC (8 miles from Cary, NC)
- 7 days ago
- Raleigh, NC (8 miles from Cary, NC)
- 7 days ago
including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. 5 or more years of sales and client management experience in Wealth...
- Garner, NC (13 miles from Cary, NC)
- 9 days ago
- Garner, NC (13 miles from Cary, 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....
Client Relationship Manager (Account Manager), Pharmaceutical Meetings Management
- Raleigh, NC (8 miles from Cary, NC)
- 10 days ago
- Raleigh, NC (8 miles from Cary, NC)
- 10 days ago
About Us: At BCD Meetings & Events (BCD M&E), we provide more than meeting and event planning services: we create connections that inspire, motivate and change behavior for our customers. As the...
Remote WorkBanker job family....
Retail Personal Banker Associate II - Durham and Surrounding Areas
- Durham, NC (17 miles from Cary, NC)
- 10 days ago
- Durham, NC (17 miles from Cary, NC)
- 10 days ago
Banker job family....
Retail Personal Banker Associate I
- Raleigh, NC (8 miles from Cary, NC)
- 11 days ago
- Raleigh, NC (8 miles from Cary, NC)
- 11 days ago
Banker job family....
Retail Personal Banker Associate II
- Raleigh, NC (8 miles from Cary, NC)
- 15 days ago
- Raleigh, NC (8 miles from Cary, NC)
- 15 days ago
Banker job family....
Demographic Data for Cary, NC
Moving to Cary, NC? Find some basic demographic data about Cary, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Cary, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Cary, 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
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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