Personal Banker Jobs in Graham, 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.
- Durham, NC (24 miles from Graham, NC)
- 7 hours ago
- Durham, NC (24 miles from Graham, NC)
- 7 hours 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. If youre looking for a challenging and rewarding career,...
- Chapel Hill, NC (16 miles from Graham, NC)
- 7 days ago
- Chapel Hill, NC (16 miles from Graham, NC)
- 7 days ago
As a Branch Banker within PNC's retail banking organization, you will be based in Chapel Hill at the Willow Drive Branch....
Private Client Banker - Carraway Village (New Build) - Chapel Hill, NC
- Chapel Hill, NC (16 miles from Graham, NC)
- 11 days ago
- Chapel Hill, NC (16 miles from Graham, NC)
- 11 days ago
JobID: 210624836 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-18T00:53:57+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
Personal Banker Associate I - Chapel Hill
- Chapel Hill, NC (16 miles from Graham, NC)
- 16 days ago
- Chapel Hill, NC (16 miles from Graham, NC)
- 16 days ago
Banker job family....
- Durham, NC (24 miles from Graham, NC)
- 30+ days ago
- Durham, NC (24 miles from Graham, NC)
- 30+ days ago
Financial Advisor- Durham, NC North Star Resource Group is looking to find a candidate for a financial consultant position in Durham, NC. We are looking for a recent college graduate or a more...
Technology Client Relationship Manager I/Project Manager I
- Durham, NC (24 miles from Graham, NC)
- 60+ days ago
- Durham, NC (24 miles from Graham, NC)
- 60+ days ago
A leading comprehensive engineering design and consulting firm, SSR provides innovative solutions for clients with facility and infrastructure challenges. To achieve client needs, SSR has multiple...
- Liberty, NC (13 miles from Graham, NC)
- 90+ days ago
- Liberty, NC (13 miles from Graham, NC)
- 90+ days ago
Becomes Lending Certified and performs functions related to consumer lending, including accepting and inputting loan applications, loan processing, and loan funding while following lending policies,...
- Liberty, NC (13 miles from Graham, NC)
- 90+ days ago
- Liberty, NC (13 miles from Graham, NC)
- 90+ days ago
cashing as needed....
Financial Advisor - Durham, NC
- Durham, NC (24 miles from Graham, NC)
- 90+ days ago
- Durham, NC (24 miles from Graham, NC)
- 90+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Demographic Data for Graham, NC
Moving to Graham, NC? Find some basic demographic data about Graham, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Graham, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Graham, 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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