Personal Banker Jobs in Gastonia, 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.
Personal Banker Associate II - Charlotte Park (Nashville, TN)
- Charlotte, NC (22 miles from Gastonia, NC)
- 2 days ago
- Charlotte, NC (22 miles from Gastonia, NC)
- 2 days ago
Banker job family....
Associate Personal Banker Bilingual Spanish - Eastland Mall
- Charlotte, NC (22 miles from Gastonia, NC)
- 3 days ago
- Charlotte, NC (22 miles from Gastonia, 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....
Personal Banker Associate I-CLT East
- Charlotte, NC (22 miles from Gastonia, NC)
- 5 days ago
- Charlotte, NC (22 miles from Gastonia, NC)
- 5 days ago
Banker job family....
Retail Personal Banker Associate I- CLT South
- Charlotte, NC (22 miles from Gastonia, NC)
- 5 days ago
- Charlotte, NC (22 miles from Gastonia, NC)
- 5 days ago
Banker job family....
Internal Wholesaler Banking Consultant
- Charlotte, NC (22 miles from Gastonia, NC)
- 9 days ago
- Charlotte, NC (22 miles from Gastonia, NC)
- 9 days ago
Knowledge of Ameriprise Financial Knowledge of banking products, including lending and deposit products Solid understanding of financial planning process & experience working with financial advisors...
Associate Personal Banker - Cross Creek
- Fort Mill, SC (19 miles from Gastonia, NC)
- 9 days ago
- Fort Mill, SC (19 miles from Gastonia, NC)
- 9 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 (22 miles from Gastonia, NC)
- 10 days ago
- Charlotte, NC (22 miles from Gastonia, NC)
- 10 days ago
Banker job family....
Associate Personal Banker - Metro Charlotte District
- Charlotte, NC (22 miles from Gastonia, NC)
- 10 days ago
- Charlotte, NC (22 miles from Gastonia, NC)
- 10 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....
Financial Advisor - Charlotte, NC Financial Advisor - Charlotte, NC
- Charlotte, NC (22 miles from Gastonia, NC)
- 15 days ago
- Charlotte, NC (22 miles from Gastonia, NC)
- 15 days ago
Financial Advisor - Charlotte, NC TD Bank 4.1 ( ) Charlotte, NC Why you should apply for a job to TD Bank : Ranked as one of the 4.1/5 in overall job satisfaction 4.8/5 in supportive management...
Personal Banker Associate I - Charlotte Park (Nashville, TN)
- Charlotte, NC (22 miles from Gastonia, NC)
- 30+ days ago
- Charlotte, NC (22 miles from Gastonia, NC)
- 30+ days ago
Banker job family....
- Charlotte, NC (22 miles from Gastonia, NC)
- 45+ days ago
- Charlotte, NC (22 miles from Gastonia, NC)
- 45+ 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....
Personal Banker Associate I- CLT South
- Charlotte, NC (22 miles from Gastonia, NC)
- 45+ days ago
- Charlotte, NC (22 miles from Gastonia, NC)
- 45+ days ago
Banker job family....
Financial Advisor Development Specialist, UBS Wealth Advice Center
- Charlotte, NC (22 miles from Gastonia, NC)
- 60+ days ago
- Charlotte, NC (22 miles from Gastonia, NC)
- 60+ days ago
Your role Do you pride yourself on delivering an elevated client experience? Are you enthusiastic about coaching and developing the next generation of financial advisors? We are looking for...
- Charlotte, NC (22 miles from Gastonia, NC)
- 60+ days ago
- Charlotte, NC (22 miles from Gastonia, NC)
- 60+ days ago
Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified Financial Planner (CFP) looking for a rewarding career with a leading financial institution? Vanguard is seeking...
Client Advisory Center Financial Advisor I
- Charlotte, NC (22 miles from Gastonia, NC)
- 60+ days ago
- Charlotte, NC (22 miles from Gastonia, NC)
- 60+ days ago
Work on small groups (pods) of Financial Advisors focused on partnership with Premier Bankers, Preferred Advisors, and Retail Banking leadership to facilitate training and referrals into the team....
Demographic Data for Gastonia, NC
Moving to Gastonia, NC? Find some basic demographic data about Gastonia, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Gastonia, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Gastonia, NC offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »