Personal Banker Jobs in Mooresville, 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.
Associate Personal Banker - Derita
- Charlotte, NC (21 miles from Mooresville, NC)
- 7 hours ago
- Charlotte, NC (21 miles from Mooresville, NC)
- 7 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....
- Charlotte, NC (21 miles from Mooresville, NC)
- 8 hours ago
- Charlotte, NC (21 miles from Mooresville, NC)
- 8 hours 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 (21 miles from Mooresville, NC)
- 2 days ago
- Charlotte, NC (21 miles from Mooresville, NC)
- 2 days ago
Banker job family....
Personal Banker Associate I- CLT South
- Charlotte, NC (21 miles from Mooresville, NC)
- 2 days ago
- Charlotte, NC (21 miles from Mooresville, NC)
- 2 days ago
Banker job family....
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Private Client Banker - Matthews (New Build) - Matthews, NC
- Charlotte, NC (21 miles from Mooresville, NC)
- 3 days ago
- Charlotte, NC (21 miles from Mooresville, NC)
- 3 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...
Personal Banker Bilingual Piedmont South District
- Harrisburg, NC (20 miles from Mooresville, NC)
- 4 days ago
- Harrisburg, NC (20 miles from Mooresville, NC)
- 4 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 (21 miles from Mooresville, NC)
- 5 days ago
- Charlotte, NC (21 miles from Mooresville, NC)
- 5 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....
- Kannapolis, NC (10 miles from Mooresville, NC)
- 9 days ago
- Kannapolis, NC (10 miles from Mooresville, NC)
- 9 days 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 (21 miles from Mooresville, NC)
- 11 days ago
- Charlotte, NC (21 miles from Mooresville, NC)
- 11 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 (21 miles from Mooresville, NC)
- 11 days ago
- Charlotte, NC (21 miles from Mooresville, NC)
- 11 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...
Financial Advisor Development Specialist, UBS Wealth Advice Center
- Charlotte, NC (21 miles from Mooresville, NC)
- 16 days ago
- Charlotte, NC (21 miles from Mooresville, NC)
- 16 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 (21 miles from Mooresville, NC)
- 18 days ago
- Charlotte, NC (21 miles from Mooresville, NC)
- 18 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...
Financial Advisor - Charlotte, NC
- Charlotte, NC (21 miles from Mooresville, NC)
- 20 days ago
- Charlotte, NC (21 miles from Mooresville, NC)
- 20 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 (21 miles from Mooresville, NC)
- 20 days ago
- Charlotte, NC (21 miles from Mooresville, NC)
- 20 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 (21 miles from Mooresville, NC)
- 21 days ago
- Charlotte, NC (21 miles from Mooresville, NC)
- 21 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...
Demographic Data for Mooresville, NC
Moving to Mooresville, NC? Find some basic demographic data about Mooresville, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Mooresville, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Mooresville, 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
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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