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.

1-15 of 39 Jobs

Associate Personal Banker - Sun Valley

  • Indian Trail, NC (15 miles from Charlotte, NC)
  • 20 hours ago
  • Indian Trail, NC (15 miles from Charlotte, NC)
  • 20 hours 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....

Personal Banker

  • Cornelius, NC (16 miles from Charlotte, NC)
  • 1 day ago
  • Cornelius, NC (16 miles from Charlotte, NC)
  • 1 day ago

As a Branch Banker within PNC's retail banking organization, you will be based in Cornelius, NC at the Kenton Drive Branch....

Associate Roving Personal Banker - Palmetto West District

  • Clover, SC (22 miles from Charlotte, NC)
  • 4 days ago
  • Clover, SC (22 miles from Charlotte, NC)
  • 4 days ago

About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....

Retail Personal Banker Associate I- Indian Land, SC

  • Marvin, NC (21 miles from Charlotte, NC)
  • 6 days ago
  • Marvin, NC (21 miles from Charlotte, NC)
  • 6 days ago

Banker job family....

Personal Banker I

  • Charlotte, NC
  • 7 days ago
  • Charlotte, NC
  • 7 days ago

Position Summary Deliver Exceptional Customer Service including engaging customers about their financial needs and our services. Recommend and open appropriate accounts and related services....

Associate Personal Banker - Cross Creek

  • Fort Mill, SC (14 miles from Charlotte, NC)
  • 8 days ago
  • Fort Mill, SC (14 miles from Charlotte, NC)
  • 8 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 - Derita

  • Charlotte, NC
  • 8 days ago
  • Charlotte, NC
  • 8 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

  • Charlotte, NC
  • 8 days ago
  • Charlotte, NC
  • 8 days ago

JOB SUMMARY The Client Relationship Manager will handle interactions and activities associated with the account relationship for Spectrum Community Solutions Bulk customers. The focus of the...

Retail Personal Banker Associate I- Eastland - East Charlotte and Surrounding Areas - (Bilingual Preferred)

  • Mint Hill, NC (11 miles from Charlotte, NC)
  • 9 days ago
  • Mint Hill, NC (11 miles from Charlotte, NC)
  • 9 days ago

Banker job family....

Personal Banker Associate I- Mint Hill Financial Center

  • Mint Hill, NC (11 miles from Charlotte, NC)
  • 10 days ago
  • Mint Hill, NC (11 miles from Charlotte, NC)
  • 10 days ago

Banker job family....

Personal Banker Associate I- CLT South

  • Charlotte, NC
  • 10 days ago
  • Charlotte, NC
  • 10 days ago

Banker job family....

Retail Personal Banker Associate I- CLT South

  • Waxhaw, NC (21 miles from Charlotte, NC)
  • 10 days ago
  • Waxhaw, NC (21 miles from Charlotte, NC)
  • 10 days ago

Banker job family....

Financial Advisor

  • Matthews, NC (13 miles from Charlotte, NC)
  • 10 days ago
  • Matthews, NC (13 miles from Charlotte, NC)
  • 10 days ago

Financial Advisor Financial Advisor Matthews, NC Job# 104793BR Job Overview Skills/Requirements Awards & Accolades About Us This job posting is anticipated to remain open for 30 days, from...

Financial Advisor - Matthews

  • Matthews, NC (13 miles from Charlotte, NC)
  • 11 days ago
  • Matthews, NC (13 miles from Charlotte, NC)
  • 11 days ago

To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion...

Client Relationship Manager

  • Charlotte, NC
  • 13 days ago
  • Charlotte, NC
  • 13 days ago

This position will work closely with all sales, service and operations partners to serve as the focal point for existing medium market advisor plan clients and their financial advisors....

Demographic Data for Charlotte, NC

Moving to Charlotte, NC? Find some basic demographic data about Charlotte, NC below.


Local
National
955,169
29,300
Large

Personal Banker Online Courses and Training Opportunities

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Personal Finance
The Personal Finance Professional Certificate is designed for individuals to build financial literacy, one of the most pressing needs Americans face today. Financial decisions made by individuals...
Personal Branding
Public perception of an individual is generally based on the individuals actions and achievements. Leaders and individuals project themselves as different and thereby influence public perception....
Psychology of Personal Growth
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Salary for Personal Banker Jobs in Charlotte, NC

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireBanking research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Banker positions.



Highest Education Level

Personal Bankers in Charlotte, NC offer the following education background
Bachelor's Degree
39.9%
High School or GED
20.1%
Master's Degree
14.4%
Associate's Degree
12.8%
Vocational Degree or Certification
8.6%
Some College
2.7%
Doctorate Degree
0.9%
Some High School
0.6%

Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Bankers in Charlotte, NC
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%



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