Personal Banker Jobs in Middlesex, 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.
- Garner, NC (23 miles from Middlesex, NC)
- 1 day ago
- Garner, NC (23 miles from Middlesex, NC)
- 1 day 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....
Client Relationship Manager (Account Manager), Pharmaceutical Meetings Management
- Raleigh, NC (24 miles from Middlesex, NC)
- 2 days ago
- Raleigh, NC (24 miles from Middlesex, NC)
- 2 days ago
About Us: At BCD Meetings & Events (BCD M&E), we provide more than meeting and event planning services: we create connections that inspire, motivate and change behavior for our customers. As the...
Remote WorkAssociate Personal Banker Smithfield
- Smithfield, NC (22 miles from Middlesex, NC)
- 3 days ago
- Smithfield, NC (22 miles from Middlesex, 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....
- Raleigh, NC (24 miles from Middlesex, NC)
- 3 days ago
- Raleigh, NC (24 miles from Middlesex, NC)
- 3 days ago
As a Branch Banker within PNC's retail banking organization, you will be based in Raleigh, NC at the Glenwood Branch....
Retail Personal Banker Associate I
- Raleigh, NC (24 miles from Middlesex, NC)
- 4 days ago
- Raleigh, NC (24 miles from Middlesex, NC)
- 4 days ago
Banker job family....
Merrill Team Financial Advisor
- Wilson, NC (18 miles from Middlesex, NC)
- 5 days ago
- Wilson, NC (18 miles from Middlesex, NC)
- 5 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....
- Garner, NC (23 miles from Middlesex, NC)
- 7 days ago
- Garner, NC (23 miles from Middlesex, NC)
- 7 days ago
This job posting is anticipated to remain open for 30 days, from 23-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Retail Personal Banker Associate II
- Raleigh, NC (24 miles from Middlesex, NC)
- 7 days ago
- Raleigh, NC (24 miles from Middlesex, NC)
- 7 days ago
Banker job family....
- Raleigh, NC (24 miles from Middlesex, NC)
- 9 days ago
- Raleigh, NC (24 miles from Middlesex, NC)
- 9 days ago
management Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus....
Financial Advisor II Southwest Health Plans
- Raleigh, NC (24 miles from Middlesex, NC)
- 10 days ago
- Raleigh, NC (24 miles from Middlesex, NC)
- 10 days ago
About Us** Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in...
Personal Financial Representative-NC
- Eagle Rock, NC (10 miles from Middlesex, NC)
- 21 days ago
- Eagle Rock, NC (10 miles from Middlesex, 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- Raleigh, NC (24 miles from Middlesex, NC)
- 24 days ago
- Raleigh, NC (24 miles from Middlesex, NC)
- 24 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....
Private Client Banker - Oberlin Rd - Raleigh, NC
- Raleigh, NC (24 miles from Middlesex, NC)
- 30+ days ago
- Raleigh, NC (24 miles from Middlesex, NC)
- 30+ 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...
- Raleigh, NC (24 miles from Middlesex, NC)
- 30+ days ago
- Raleigh, NC (24 miles from Middlesex, NC)
- 30+ days ago
Location : On site at location listed in job posting. Summary: We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on...
- Raleigh, NC (24 miles from Middlesex, NC)
- 30+ days ago
- Raleigh, NC (24 miles from Middlesex, NC)
- 30+ 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...
Demographic Data for Middlesex, NC
Moving to Middlesex, NC? Find some basic demographic data about Middlesex, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Middlesex, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Middlesex, 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
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Inbound/Outbound Calling
- Relationship Management
- Customer Relations
- High School Diploma
- Listening
- Retail
- Business Development
- Written Communication
- Telephone Skills
- Coaching
- Interpersonal Skills
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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