Personal Banker Jobs in High Point, 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 Bilingual Piedmont South District
- Asheboro, NC (19 miles from High Point, NC)
- 12 hours ago
- Asheboro, NC (19 miles from High Point, NC)
- 12 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....
Private Client Relationship Manager
- Greensboro, NC (14 miles from High Point, NC)
- 5 days ago
- Greensboro, NC (14 miles from High Point, NC)
- 5 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...
- Greensboro, NC (14 miles from High Point, NC)
- 14 days ago
- Greensboro, NC (14 miles from High Point, NC)
- 14 days ago
Calling all social entrepreneurs, Client Relationship Managers, and Account Managers! Come work with a purpose! Are you a people person who is results-oriented? Do you pride yourself on being...
US Experienced Financial Advisor
- Greensboro, NC (14 miles from High Point, NC)
- 15 days ago
- Greensboro, NC (14 miles from High Point, 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...
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- Greensboro, NC (14 miles from High Point, NC)
- 20 days ago
- Greensboro, NC (14 miles from High Point, NC)
- 20 days ago
This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors....
Personal Financial Representative-NC
- Winston Salem, NC (16 miles from High Point, NC)
- 21 days ago
- Winston Salem, NC (16 miles from High Point, NC)
- 21 days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote Work- Archdale, NC (4 miles from High Point, NC)
- 30+ days ago
- Archdale, NC (4 miles from High Point, NC)
- 30+ days ago
Under direct supervision, the Personal Banker I will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience....
Personal Banker - Hanes Mall Blvd
- Winston Salem, NC (16 miles from High Point, NC)
- 30+ days ago
- Winston Salem, NC (16 miles from High Point, NC)
- 30+ days ago
The Personal Banker performs problem resolution and may also process transactions in a back-up capacity....
- Thomasville, NC (8 miles from High Point, NC)
- 30+ days ago
- Thomasville, NC (8 miles from High Point, NC)
- 30+ days ago
This job posting is anticipated to remain open for 30 days, from 19-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Liberty, NC (24 miles from High Point, NC)
- 90+ days ago
- Liberty, NC (24 miles from High Point, 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 (24 miles from High Point, NC)
- 90+ days ago
- Liberty, NC (24 miles from High Point, NC)
- 90+ days ago
cashing as needed....
Merrill Experienced Financial Advisor
- Greensboro, NC (14 miles from High Point, NC)
- 90+ days ago
- Greensboro, NC (14 miles from High Point, NC)
- 90+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
- Winston Salem, NC (16 miles from High Point, NC)
- 90+ days ago
- Winston Salem, NC (16 miles from High Point, NC)
- 90+ days ago
At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle...
Financial Advisor - Greensboro, NC
- Greensboro, NC (14 miles from High Point, NC)
- 90+ days ago
- Greensboro, NC (14 miles from High Point, 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...
Financial Advisor- Freedom Financial Planning Group- Greensboro, NC
- Greensboro, NC (14 miles from High Point, NC)
- 90+ days ago
- Greensboro, NC (14 miles from High Point, NC)
- 90+ days ago
Freedom Financial Planning Group, an established financial services practice for Thrivent located in Greensboro, NC, is looking to grow and support a full-time Financial Professional. By joining...
Demographic Data for High Point, NC
Moving to High Point, NC? Find some basic demographic data about High Point, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in High Point, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in High Point, 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
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Investigation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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