Personal Banker Jobs in Chapel Hill, 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.
- Raleigh, NC (24 miles from Chapel Hill, NC)
- 3 hours ago
- Raleigh, NC (24 miles from Chapel Hill, NC)
- 3 hours ago
As a Branch Banker within PNC's retail banking organization, you will be based in Raleigh, NC at the Village District Branch....
Financial Advisor - Certification Provided
- Morrisville, NC (14 miles from Chapel Hill, NC)
- 2 days ago
- Morrisville, NC (14 miles from Chapel Hill, 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...
- Apex, NC (18 miles from Chapel Hill, NC)
- 5 days ago
- Apex, NC (18 miles from Chapel Hill, NC)
- 5 days ago
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. Join a financial services firm where your contributions...
Retail Personal Banker Associate I - Cary
- Cary, NC (20 miles from Chapel Hill, NC)
- 11 days ago
- Cary, NC (20 miles from Chapel Hill, NC)
- 11 days ago
Banker job family....
Retail Personal Banker Associate II - Durham and Surrounding Areas
- Durham, NC (8 miles from Chapel Hill, NC)
- 11 days ago
- Durham, NC (8 miles from Chapel Hill, NC)
- 11 days ago
Banker job family....
- Durham, NC (8 miles from Chapel Hill, NC)
- 22 days ago
- Durham, NC (8 miles from Chapel Hill, NC)
- 22 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...
Client Relationship Manager - Florida
- Morrisville, NC (14 miles from Chapel Hill, NC)
- 24 days ago
- Morrisville, NC (14 miles from Chapel Hill, NC)
- 24 days ago
General Information Req # WD00082684 Career area: Sales Country/Region: United States of America State: North Carolina City: Morrisville Date: Wednesday, May 14, 2025 Working time: Full-time...
Client Relationship Manager - NY, CT, NJ
- Morrisville, NC (14 miles from Chapel Hill, NC)
- 30+ days ago
- Morrisville, NC (14 miles from Chapel Hill, NC)
- 30+ days ago
General Information Req # WD00081854 Career area: Sales Country/Region: United States of America State: North Carolina City: Morrisville Date: Thursday, May 1, 2025 Working time: Full-time...
- Morrisville, NC (14 miles from Chapel Hill, NC)
- 30+ days ago
- Morrisville, NC (14 miles from Chapel Hill, NC)
- 30+ 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...
Retail Personal Banker Associate I
- Cary, NC (20 miles from Chapel Hill, NC)
- 45+ days ago
- Cary, NC (20 miles from Chapel Hill, NC)
- 45+ days ago
Banker job family....
Technology Client Relationship Manager I/Project Manager I
- Durham, NC (8 miles from Chapel Hill, NC)
- 45+ days ago
- Durham, NC (8 miles from Chapel Hill, NC)
- 45+ days ago
A leading comprehensive engineering design and consulting firm, SSR provides innovative solutions for clients with facility and infrastructure challenges. To achieve client needs, SSR has multiple...
Financial Advisor - Durham, NC
- Durham, NC (8 miles from Chapel Hill, NC)
- 60+ days ago
- Durham, NC (8 miles from Chapel Hill, NC)
- 60+ 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 Chapel Hill, NC
Moving to Chapel Hill, NC? Find some basic demographic data about Chapel Hill, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Chapel Hill, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Chapel Hill, 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
- Investigation
- Written Communication
- Telephone Skills
- Coaching
- Regulations
- Reporting
- 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 »