Personal Banker Jobs in Charlotte, 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.
Float Personal Banker Associate 1 - Charlotte South
- Charlotte, NC
- 2 days ago
- Charlotte, NC
- 2 days ago
Banker job family....
Work on small groups (pods) of Financial Advisors focused on partnership with Premier Bankers, Preferred Advisors, and Retail Banking leadership to facilitate training and referrals into the team....
Private Client Banker - Steele Creek - Charlotte, NC
- Charlotte, NC
- 4 days ago
- Charlotte, NC
- 4 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Personal Banker Associate II- Harrisburg Financial Center
- Harrisburg, NC (12 miles from Charlotte, NC)
- 4 days ago
- Harrisburg, NC (12 miles from Charlotte, NC)
- 4 days ago
Banker job family....
- Charlotte, NC (2 miles from Charlotte, NC)
- 4 days ago
- Charlotte, NC (2 miles from Charlotte, NC)
- 4 days ago
As a Branch Banker within PNC's retail banking organization, you will be based in Charlotte, NC at the Randolph Road Branch....
Associate Personal Banker Boots to Banking - Charlotte Metro District
- Charlotte, NC
- 6 days ago
- Charlotte, 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....
Associate Personal Banker Homefront Heroes Hiring (HHH) Program - Metro Charlotte District
- Charlotte, NC
- 6 days ago
- Charlotte, NC
- 6 days ago
Wells Fargo is seeking an Associate Personal Banker in our National Branch Network as part of the consumer, Small & Business Banking division....
Under direct supervision, the Personal Banker II will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience....
Financial Advisor (Legacy Transition Team), UBS Wealth Advice Center
- Charlotte, NC
- 9 days ago
- Charlotte, NC
- 9 days ago
We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank....
Banker job family....
Banker job family....
Responsibilities Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed...
- Cornelius, NC (16 miles from Charlotte, NC)
- 12 days ago
- Cornelius, NC (16 miles from Charlotte, NC)
- 12 days ago
This job posting is anticipated to remain open for 30 days, from 27-May-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help...
management Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus....
Demographic Data for Charlotte, NC
Moving to Charlotte, NC? Find some basic demographic data about Charlotte, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Charlotte, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Charlotte, 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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