Personal Banker Jobs in Concord, 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
- Matthews, NC (22 miles from Concord, NC)
- 1 day ago
- Matthews, NC (22 miles from Concord, NC)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 30-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Mint Hill, NC (15 miles from Concord, NC)
- 7 hours ago
- Mint Hill, NC (15 miles from Concord, NC)
- 7 hours ago
Banker job family....
Personal Banker Associate I- Mint Hill Financial Center
- Mint Hill, NC (15 miles from Concord, NC)
- 1 day ago
- Mint Hill, NC (15 miles from Concord, NC)
- 1 day ago
Banker job family....
Personal Banker Associate I- CLT South
- Charlotte, NC (20 miles from Concord, NC)
- 1 day ago
- Charlotte, NC (20 miles from Concord, NC)
- 1 day ago
Banker job family....
- Matthews, NC (22 miles from Concord, NC)
- 1 day ago
- Matthews, NC (22 miles from Concord, NC)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 30-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Private Client Banker - Matthews (New Build) - Matthews, NC
- Charlotte, NC (20 miles from Concord, NC)
- 2 days ago
- Charlotte, NC (20 miles from Concord, NC)
- 2 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...
- Matthews, NC (22 miles from Concord, NC)
- 2 days ago
- Matthews, NC (22 miles from Concord, NC)
- 2 days ago
Overview 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...
Personal Banker Bilingual Piedmont South District
- Harrisburg, NC (8 miles from Concord, NC)
- 3 days ago
- Harrisburg, NC (8 miles from Concord, NC)
- 3 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....
- Charlotte, NC (20 miles from Concord, NC)
- 4 days ago
- Charlotte, NC (20 miles from Concord, NC)
- 4 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....
Personal Banker North Mecklenburg
- Cornelius, NC (21 miles from Concord, NC)
- 6 days ago
- Cornelius, NC (21 miles from Concord, 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 Roving Personal Banker - Midwest Charlotte District
- Charlotte, NC (20 miles from Concord, NC)
- 7 days ago
- Charlotte, NC (20 miles from Concord, NC)
- 7 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....
- Kannapolis, NC (11 miles from Concord, NC)
- 7 days ago
- Kannapolis, NC (11 miles from Concord, NC)
- 7 days ago
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....
Private Client Banker - (New Build) Waverly - Charlotte, NC
- Charlotte, NC (20 miles from Concord, NC)
- 10 days ago
- Charlotte, NC (20 miles from Concord, NC)
- 10 days ago
JobID: 210638628 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-20T15:04:28+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
Private Client Banker - (New Build) Southend - Charlotte, NC
- Charlotte, NC (20 miles from Concord, NC)
- 10 days ago
- Charlotte, NC (20 miles from Concord, NC)
- 10 days ago
JobID: 210638593 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-20T18:01:42+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
Financial Advisor Development Specialist, UBS Wealth Advice Center
- Charlotte, NC (20 miles from Concord, NC)
- 15 days ago
- Charlotte, NC (20 miles from Concord, NC)
- 15 days ago
We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank....
Demographic Data for Concord, NC
Moving to Concord, NC? Find some basic demographic data about Concord, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Concord, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Concord, 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
- 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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