Personal Banker Jobs in Monroe, 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.
- Charlotte, NC (20 miles from Monroe, NC)
- 12 hours ago
- Charlotte, NC (20 miles from Monroe, NC)
- 12 hours ago
As a wealth management platform, we currently have 50+ people caring for more than a thousand clients and are entrusted with over $8 billion dollars of client wealth....
Remote WorkFinancial Advisor (PAID LICENSING)
- Charlotte, NC (20 miles from Monroe, NC)
- 12 hours ago
- Charlotte, NC (20 miles from Monroe, NC)
- 12 hours ago
CURRENTLY HIRING FOR OUR BALLANTYNE LOCATION WITH OUR TRAINING CLASS STARTING IN JUNE* Entrepreneurship while making an impact. This is a career shift that could change everything. If you've...
Entry-Level Financial Advisor - Build Your Future with Valor Private Wealth, LLC
- Charlotte, NC (20 miles from Monroe, NC)
- 12 hours ago
- Charlotte, NC (20 miles from Monroe, NC)
- 12 hours ago
We're a fiduciary wealth management firm serving affluent households with the goal of reaching $1 billion in AUM by 2030, growing 50% annually through a strategic blend of organic growth and advisor...
- Charlotte, NC (20 miles from Monroe, NC)
- 2 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 2 days ago
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
Remote WorkPersonal Banker Rover Piedmont South District
- Harrisburg, NC (17 miles from Monroe, NC)
- 4 days ago
- Harrisburg, NC (17 miles from Monroe, NC)
- 4 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....
Associate Bank Financial Advisor
- Charlotte, NC (20 miles from Monroe, NC)
- 4 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 4 days ago
About this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of...
- Charlotte, NC (20 miles from Monroe, NC)
- 5 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 5 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...
- Charlotte, NC (20 miles from Monroe, NC)
- 6 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 6 days ago
Deloittes Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. As a...
- Locust, NC (17 miles from Monroe, NC)
- 11 days ago
- Locust, NC (17 miles from Monroe, NC)
- 11 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....
Recruiting Director (Financial Advisor Recruiting)
- Charlotte, NC (20 miles from Monroe, NC)
- 11 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 11 days 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 (20 miles from Monroe, NC)
- 12 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 12 days 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 (20 miles from Monroe, NC)
- 19 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 19 days ago
Banker job family....
- Charlotte, NC (20 miles from Monroe, NC)
- 19 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 19 days ago
As a Branch Banker within PNC's retail banking organization, you will be based in Charlotte, NC at the Ballantyne Branch....
Technology Client Relationship Manager I/Project Manager I
- Charlotte, NC (20 miles from Monroe, NC)
- 25 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 25 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 (20 miles from Monroe, NC)
- 29 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 29 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...
Demographic Data for Monroe, NC
Moving to Monroe, NC? Find some basic demographic data about Monroe, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Monroe, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Monroe, 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
- 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
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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