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.
Retail Personal Banker Associate I- Indian Land, SC
- Marvin, NC (10 miles from Matthews, NC)
- 2 days ago
- Marvin, NC (10 miles from Matthews, NC)
- 2 days ago
Banker job family....
Associate Roving Personal Banker - Palmetto West District
- Rock Hill, SC (22 miles from Matthews, NC)
- 2 days ago
- Rock Hill, SC (22 miles from Matthews, NC)
- 2 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Charlotte, NC (13 miles from Matthews, NC)
- 3 days ago
- Charlotte, NC (13 miles from Matthews, NC)
- 3 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....
Associate Personal Banker - Cross Creek
- Fort Mill, SC (17 miles from Matthews, NC)
- 3 days ago
- Fort Mill, SC (17 miles from Matthews, 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....
Associate Personal Banker - Derita
- Charlotte, NC (13 miles from Matthews, NC)
- 3 days ago
- Charlotte, NC (13 miles from Matthews, 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....
- Charlotte, NC (13 miles from Matthews, NC)
- 3 days ago
- Charlotte, NC (13 miles from Matthews, NC)
- 3 days ago
JOB SUMMARY The Client Relationship Manager will handle interactions and activities associated with the account relationship for Spectrum Community Solutions Bulk customers. The focus of the...
- Mint Hill, NC (7 miles from Matthews, NC)
- 5 days ago
- Mint Hill, NC (7 miles from Matthews, NC)
- 5 days ago
Banker job family....
Personal Banker Associate I- Mint Hill Financial Center
- Mint Hill, NC (7 miles from Matthews, NC)
- 5 days ago
- Mint Hill, NC (7 miles from Matthews, NC)
- 5 days ago
Banker job family....
Personal Banker Associate I- CLT South
- Charlotte, NC (13 miles from Matthews, NC)
- 5 days ago
- Charlotte, NC (13 miles from Matthews, NC)
- 5 days ago
Banker job family....
Retail Personal Banker Associate I- CLT South
- Waxhaw, NC (10 miles from Matthews, NC)
- 5 days ago
- Waxhaw, NC (10 miles from Matthews, NC)
- 5 days ago
Banker job family....
Financial Advisor Financial Advisor Matthews, NC Job# 104793BR Job Overview Skills/Requirements Awards & Accolades About Us This job posting is anticipated to remain open for 30 days, from...
To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion...
- Charlotte, NC (13 miles from Matthews, NC)
- 9 days ago
- Charlotte, NC (13 miles from Matthews, NC)
- 9 days ago
This position will work closely with all sales, service and operations partners to serve as the focal point for existing medium market advisor plan clients and their financial advisors....
Associate Roving Personal Banker - Midwest Charlotte District
- Belmont, NC (22 miles from Matthews, NC)
- 11 days ago
- Belmont, NC (22 miles from Matthews, NC)
- 11 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Private Client Banker - (New Build) Waverly - Charlotte, NC
- Charlotte, NC (13 miles from Matthews, NC)
- 15 days ago
- Charlotte, NC (13 miles from Matthews, NC)
- 15 days ago
JobID: 210638628 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-20T15:04:28+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
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
- 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
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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