Personal Banker Jobs in Eagle Rock, 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.
Associate Personal Banker Garner Towne
- Garner, NC (14 miles from Eagle Rock, NC)
- 10 hours ago
- Garner, NC (14 miles from Eagle Rock, NC)
- 10 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....
- Raleigh, NC (13 miles from Eagle Rock, NC)
- 2 days ago
- Raleigh, NC (13 miles from Eagle Rock, NC)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 23-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor - Career Change Opportunity
- Raleigh, NC (13 miles from Eagle Rock, NC)
- 3 days ago
- Raleigh, NC (13 miles from Eagle Rock, NC)
- 3 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 23-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Associate Personal Banker Raleigh South
- Clayton, NC (12 miles from Eagle Rock, NC)
- 13 days ago
- Clayton, NC (12 miles from Eagle Rock, NC)
- 13 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 (13 miles from Eagle Rock, NC)
- 15 days ago
- Raleigh, NC (13 miles from Eagle Rock, NC)
- 15 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 (13 miles from Eagle Rock, NC)
- 15 days ago
- Raleigh, NC (13 miles from Eagle Rock, NC)
- 15 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 (13 miles from Eagle Rock, NC)
- 15 days ago
- Raleigh, NC (13 miles from Eagle Rock, NC)
- 15 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 (13 miles from Eagle Rock, NC)
- 23 days ago
- Raleigh, NC (13 miles from Eagle Rock, NC)
- 23 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....
Retail Personal Banker Associate I - Clayton
- Clayton, NC (12 miles from Eagle Rock, NC)
- 24 days ago
- Clayton, NC (12 miles from Eagle Rock, NC)
- 24 days ago
Banker job family....
Private Client Relationship Manager
- Raleigh, NC (13 miles from Eagle Rock, NC)
- 24 days ago
- Raleigh, NC (13 miles from Eagle Rock, NC)
- 24 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 (21 miles from Eagle Rock, NC)
- 28 days ago
- Cary, NC (21 miles from Eagle Rock, NC)
- 28 days ago
Banker job family....
- Zebulon, NC (4 miles from Eagle Rock, NC)
- 28 days ago
- Zebulon, NC (4 miles from Eagle Rock, NC)
- 28 days ago
As a Branch Banker within PNC's retail banking organization, you will be based at the Zebulon Branch....
Retail Personal Banker Associate I
- Raleigh, NC (13 miles from Eagle Rock, NC)
- 29 days ago
- Raleigh, NC (13 miles from Eagle Rock, NC)
- 29 days ago
Banker job family....
Retail Personal Banker Associate II
- Raleigh, NC (13 miles from Eagle Rock, NC)
- 30+ days ago
- Raleigh, NC (13 miles from Eagle Rock, NC)
- 30+ days ago
Banker job family....
Client Relationship Manager - Florida
- Morrisville, NC (24 miles from Eagle Rock, NC)
- 30+ days ago
- Morrisville, NC (24 miles from Eagle Rock, NC)
- 30+ days ago
General Information Req # WD00082684 Career area: Sales Country/Region: United States of America State: North Carolina City: Morrisville Date: Wednesday, May 14, 2025 Working time: Full-time...
Demographic Data for Eagle Rock, NC
Moving to Eagle Rock, NC? Find some basic demographic data about Eagle Rock, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Eagle Rock, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Eagle Rock, 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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