Personal Banker Jobs in Matthews, 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.
- Locust, NC (22 miles from Matthews, NC)
- 9 hours ago
- Locust, NC (22 miles from Matthews, NC)
- 9 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....
Recruiting Director (Financial Advisor Recruiting)
- Charlotte, NC (13 miles from Matthews, NC)
- 1 day ago
- Charlotte, NC (13 miles from Matthews, NC)
- 1 day ago
Equitable Pay and Benefits \: Equitable Total Rewards Program Required Qualifications 2+ years of professional recruiting experience in financial services or wealth management industry Preferred Qualifications...
Personal Banker/Member Services Representative III
- Charlotte, NC (13 miles from Matthews, NC)
- 1 day ago
- Charlotte, NC (13 miles from Matthews, NC)
- 1 day ago
Responsibilities** **This position is located in our South Charlotte Branch. Must be willing to work at least two Saturday shifts per month. Supervisor and loan experience a plus.** **SUMMARY**...
Float Personal Banker Associate I - Charlotte East Region
- Charlotte, NC (13 miles from Matthews, NC)
- 8 days ago
- Charlotte, NC (13 miles from Matthews, NC)
- 8 days ago
Banker job family....
- Charlotte, NC (13 miles from Matthews, NC)
- 8 days ago
- Charlotte, NC (13 miles from Matthews, NC)
- 8 days ago
As a Branch Banker within PNC's retail banking organization, you will be based in Charlotte, NC at the Ballantyne Branch....
Associate Personal Banker - Plaza Office
- Charlotte, NC (13 miles from Matthews, NC)
- 10 days ago
- Charlotte, NC (13 miles from Matthews, 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
- Charlotte, NC (13 miles from Matthews, NC)
- 14 days ago
- Charlotte, NC (13 miles from Matthews, 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...
Private Client Banker - Farmington Ridge (New Build) - Charlotte,NC NC
- Charlotte, NC (13 miles from Matthews, NC)
- 18 days ago
- Charlotte, NC (13 miles from Matthews, NC)
- 18 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...
Bilingual Spanish -Personal Banker South Park Mall
- Charlotte, NC (13 miles from Matthews, NC)
- 30+ days ago
- Charlotte, NC (13 miles from Matthews, NC)
- 30+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions....
Financial Advisor - Hickory / Charlotte, NC
- Charlotte, NC (13 miles from Matthews, NC)
- 30+ days ago
- Charlotte, NC (13 miles from Matthews, 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...
HFA Financial Advisor Senior - Branch
- Charlotte, NC (13 miles from Matthews, NC)
- 30+ days ago
- Charlotte, NC (13 miles from Matthews, NC)
- 30+ days ago
Description Summary: The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become...
Remote WorkFinancial Advisor (Annuity Team), UBS Wealth Advice Center
- Charlotte, NC (13 miles from Matthews, NC)
- 30+ days ago
- Charlotte, NC (13 miles from Matthews, NC)
- 30+ days ago
We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank....
Financial Advisor (Legacy Transition Team), UBS Wealth Advice Center
- Charlotte, NC (13 miles from Matthews, NC)
- 30+ days ago
- Charlotte, NC (13 miles from Matthews, NC)
- 30+ days ago
We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank....
Financial Advisor Team Manager (Institutional Benefits), UBS Wealth Ad
- Charlotte, NC (13 miles from Matthews, NC)
- 45+ days ago
- Charlotte, NC (13 miles from Matthews, NC)
- 45+ days ago
We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank....
Financial Advisor, Senior Associate
- Charlotte, NC (13 miles from Matthews, NC)
- 60+ days ago
- Charlotte, NC (13 miles from Matthews, NC)
- 60+ days ago
About the Role: Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX. In this role, you will...
Demographic Data for Matthews, NC
Moving to Matthews, NC? Find some basic demographic data about Matthews, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Matthews, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Matthews, 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
- Financial Services
- Wealth Management
- 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
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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