Personal Banker Jobs in Clayton, 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 (14 miles from Clayton, NC)
- 17 hours ago
- Raleigh, NC (14 miles from Clayton, NC)
- 17 hours ago
As a Branch Banker within PNC's retail banking organization, you will be based in Raleigh, NC at the Brier Creek....
Private Client Banker - Eastfield Crossing - Selma, NC
- Selma, NC (11 miles from Clayton, NC)
- 1 day ago
- Selma, NC (11 miles from Clayton, NC)
- 1 day 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...
Associate Personal Banker Garner Towne
- Garner, NC (6 miles from Clayton, NC)
- 5 days ago
- Garner, NC (6 miles from Clayton, 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....
- Raleigh, NC (14 miles from Clayton, NC)
- 20 days ago
- Raleigh, NC (14 miles from Clayton, NC)
- 20 days ago
Through its relationship with CUSO Financial Services, L. P. (CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in...
Entry Level Financial Advisor - NC, Raleigh (3747)
- Raleigh, NC (14 miles from Clayton, NC)
- 20 days ago
- Raleigh, NC (14 miles from Clayton, NC)
- 20 days ago
management + **Commissions and Bonus** : In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. + **Benefits** : Comprehensive benefits programs for eligible...
US Experienced Financial Advisor
- Raleigh, NC (14 miles from Clayton, NC)
- 20 days ago
- Raleigh, NC (14 miles from Clayton, NC)
- 20 days ago
We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business...
Homefront Heroes Hiring (HHH) - Associate Personal Banker Raleigh NC
- Raleigh, NC (14 miles from Clayton, NC)
- 28 days ago
- Raleigh, NC (14 miles from Clayton, NC)
- 28 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....
Banker job family....
Private Client Relationship Manager
- Raleigh, NC (14 miles from Clayton, NC)
- 29 days ago
- Raleigh, NC (14 miles from Clayton, NC)
- 29 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...
Retail Personal Banker Associate I - Cary
- Cary, NC (20 miles from Clayton, NC)
- 30+ days ago
- Cary, NC (20 miles from Clayton, NC)
- 30+ days ago
Banker job family....
Retail Personal Banker Associate I
- Raleigh, NC (14 miles from Clayton, NC)
- 30+ days ago
- Raleigh, NC (14 miles from Clayton, NC)
- 30+ days ago
Banker job family....
- Raleigh, NC (14 miles from Clayton, NC)
- 60+ days ago
- Raleigh, NC (14 miles from Clayton, NC)
- 60+ days ago
Location : On site at location listed in job posting. Summary: We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on...
- Raleigh, NC (14 miles from Clayton, NC)
- 60+ days ago
- Raleigh, NC (14 miles from Clayton, NC)
- 60+ days ago
At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle...
Financial Advisor - Coastal Credit Union
- Raleigh, NC (14 miles from Clayton, NC)
- 60+ days ago
- Raleigh, NC (14 miles from Clayton, NC)
- 60+ days ago
Credit Union Financial Advisor - Coastal Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to...
Merrill Experienced Financial Advisor
- Raleigh, NC (14 miles from Clayton, NC)
- 90+ days ago
- Raleigh, NC (14 miles from Clayton, NC)
- 90+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Demographic Data for Clayton, NC
Moving to Clayton, NC? Find some basic demographic data about Clayton, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Clayton, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Clayton, 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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