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.
Financial Services Specialist (Jr Personal Banker)
- Durham, NC (24 miles from Graham, NC)
- 7 days ago
- Durham, NC (24 miles from Graham, NC)
- 7 days ago
Required Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services Benefits are an integral...
Client Relationship Manager - LifeSciences - North Carolina
- Durham, NC (24 miles from Graham, NC)
- 8 days ago
- Durham, NC (24 miles from Graham, NC)
- 8 days ago
Client Relationship Manager - LifeSciences Location: Durham, North Carolina About Cognizant Cognizant is one of the world's leading professional services companies, helping clients become...
- Mebane, NC (12 miles from Graham, NC)
- 10 days ago
- Mebane, NC (12 miles from Graham, 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....
Technology Client Relationship Manager I/Project Manager I
- Durham, NC (24 miles from Graham, NC)
- 14 days ago
- Durham, NC (24 miles from Graham, NC)
- 14 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...
- Durham, NC (24 miles from Graham, NC)
- 15 days ago
- Durham, NC (24 miles from Graham, NC)
- 15 days ago
As a Principal Financial Advisor, you will lead and manage enterprise-wide efforts to deliver analytical insights, enforce financial discipline, and produce business outputs that drive our...
Private Client Banker - (New Build) Pittsboro - Chapel Hill, NC
- Chapel Hill, NC (16 miles from Graham, NC)
- 17 days ago
- Chapel Hill, NC (16 miles from Graham, NC)
- 17 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...
- Durham, NC (24 miles from Graham, NC)
- 29 days ago
- Durham, NC (24 miles from Graham, NC)
- 29 days ago
Title:** Client Relationship Manager **Job Purpose:** The Client Relationship Manager will provide a consistently high level of service to a customer through the provision of a dedicated central...
- Pittsboro, NC (17 miles from Graham, NC)
- 30+ days ago
- Pittsboro, NC (17 miles from Graham, NC)
- 30+ days ago
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term...
- Liberty, NC (13 miles from Graham, NC)
- 30+ days ago
- Liberty, NC (13 miles from Graham, NC)
- 30+ 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)
- 30+ days ago
- Liberty, NC (13 miles from Graham, NC)
- 30+ days ago
cashing as needed....
Financial Advisor - Durham, NC
- Durham, NC (24 miles from Graham, NC)
- 30+ days ago
- Durham, NC (24 miles from Graham, NC)
- 30+ 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...
- Durham, NC (24 miles from Graham, NC)
- 45+ days ago
- Durham, NC (24 miles from Graham, NC)
- 45+ days ago
If youre looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial...
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
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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