Personal Banker Jobs in Mint Hill, 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
- Locust, NC (15 miles from Mint Hill, NC)
- 1 hour ago
- Locust, NC (15 miles from Mint Hill, NC)
- 1 hour 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....
Personal Banker North Mecklenburg
- Cornelius, NC (23 miles from Mint Hill, NC)
- 4 hours ago
- Cornelius, NC (23 miles from Mint Hill, NC)
- 4 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....
Associate Roving Personal Banker - Midwest Charlotte District
- Belmont, NC (22 miles from Mint Hill, NC)
- 7 hours ago
- Belmont, NC (22 miles from Mint Hill, NC)
- 7 hours 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....
Associate Personal Banker - Freedom Drive
- Charlotte, NC (11 miles from Mint Hill, NC)
- 1 day ago
- Charlotte, NC (11 miles from Mint Hill, 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....
- Kannapolis, NC (21 miles from Mint Hill, NC)
- 1 day ago
- Kannapolis, NC (21 miles from Mint Hill, NC)
- 1 day ago
Under direct supervision, the Personal Banker II will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience....
Private Client Banker - (New Build) Waverly - Charlotte, NC
- Charlotte, NC (11 miles from Mint Hill, NC)
- 4 days ago
- Charlotte, NC (11 miles from Mint Hill, NC)
- 4 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...
Private Client Banker - (New Build) Southend - Charlotte, NC
- Charlotte, NC (11 miles from Mint Hill, NC)
- 4 days ago
- Charlotte, NC (11 miles from Mint Hill, NC)
- 4 days ago
JobID: 210638593 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-20T18:01:42+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
Associate Roving Personal Banker - Southeast Charlotte District
- Pineville, NC (15 miles from Mint Hill, NC)
- 7 days ago
- Pineville, NC (15 miles from Mint Hill, NC)
- 7 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....
Financial Advisor Development Specialist, UBS Wealth Advice Center
- Charlotte, NC (11 miles from Mint Hill, NC)
- 9 days ago
- Charlotte, NC (11 miles from Mint Hill, NC)
- 9 days ago
We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank....
Private Client Banker - Farmington Ridge Pkwy - Cabarrus, NC
- Charlotte, NC (11 miles from Mint Hill, NC)
- 11 days ago
- Charlotte, NC (11 miles from Mint Hill, NC)
- 11 days ago
JobID: 210636245 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-13T13:46:57+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
Personal Banker/Member Services Representative III
- Charlotte, NC (11 miles from Mint Hill, NC)
- 13 days ago
- Charlotte, NC (11 miles from Mint Hill, NC)
- 13 days ago
Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and...
Financial Advisor - Charlotte, NC
- Charlotte, NC (11 miles from Mint Hill, NC)
- 13 days ago
- Charlotte, NC (11 miles from Mint Hill, NC)
- 13 days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
- Charlotte, NC (11 miles from Mint Hill, NC)
- 13 days ago
- Charlotte, NC (11 miles from Mint Hill, NC)
- 13 days ago
Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified Financial Planner (CFP) looking for a rewarding career with a leading financial institution? Vanguard is seeking...
Financial Advisor Recruiter (Strong Comp. Plan)
- Charlotte, NC (11 miles from Mint Hill, NC)
- 13 days ago
- Charlotte, NC (11 miles from Mint Hill, NC)
- 13 days ago
**Equitable Pay and Benefits** : Equitable Total Rewards Program ( **Qualifications** **Required Qualifications** + 2 years of professional recruiting experience in financial services or wealth management...
US Experienced Financial Advisor
- Concord, NC (15 miles from Mint Hill, NC)
- 14 days ago
- Concord, NC (15 miles from Mint Hill, NC)
- 14 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...
Demographic Data for Mint Hill, NC
Moving to Mint Hill, NC? Find some basic demographic data about Mint Hill, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Mint Hill, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Mint Hill, 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
- Investigation
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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