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.
Financial Advisor - Career Change Opportunity
- Lake Wylie, SC (22 miles from Charlotte, NC)
- 3 days ago
- Lake Wylie, SC (22 miles from Charlotte, NC)
- 3 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 21-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Recruiting Director (Financial Advisor Recruiting)
- Charlotte, NC
- 16 hours ago
- Charlotte, NC
- 16 hours ago
Equitable Pay and Benefits \: Equitable Total Rewards Program Required Qualifications 2+ years of professional recruiting experience in financial services or wealth management industry Preferred Qualifications...
Responsibilities** **This position is located in our South Charlotte Branch. Must be willing to work at least two Saturday shifts per month. Supervisor and loan experience a plus.** **SUMMARY**...
- Cornelius, NC (16 miles from Charlotte, NC)
- 3 days ago
- Cornelius, NC (16 miles from Charlotte, NC)
- 3 days ago
Ability to understand and articulate how our wealth management and other platform capabilities solve these industry issues and capture these market opportunities....
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....
- Lake Wylie, SC (22 miles from Charlotte, NC)
- 3 days ago
- Lake Wylie, SC (22 miles from Charlotte, NC)
- 3 days ago
This job posting is anticipated to remain open for 30 days, from 21-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Float Personal Banker Associate I - Charlotte East Region
- Kannapolis, NC (21 miles from Charlotte, NC)
- 7 days ago
- Kannapolis, NC (21 miles from Charlotte, NC)
- 7 days ago
Banker job family....
As a Branch Banker within PNC's retail banking organization, you will be based in Charlotte, NC at the Ballantyne Branch....
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....
Technology Client Relationship Manager I/Project Manager I
- Charlotte, NC
- 14 days ago
- Charlotte, NC
- 14 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...
- Davidson, NC (19 miles from Charlotte, NC)
- 15 days ago
- Davidson, NC (19 miles from Charlotte, NC)
- 15 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....
Private Client Banker - Farmington Ridge (New Build) - Charlotte,NC NC
- Charlotte, NC
- 17 days ago
- Charlotte, NC
- 17 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...
Bilingual Spanish -Personal Banker South Park Mall
- Charlotte, NC
- 30+ days ago
- Charlotte, NC
- 30+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions....
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...
Description Summary: The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become...
Remote WorkDemographic 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
- 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
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