Personal Banker Jobs in Winston Salem, 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.
- Greensboro, NC (24 miles from Winston Salem, NC)
- 3 days ago
- Greensboro, NC (24 miles from Winston Salem, NC)
- 3 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....
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 WorkDescription Summary: The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become...
Remote Work- Archdale, NC (20 miles from Winston Salem, NC)
- 16 days ago
- Archdale, NC (20 miles from Winston Salem, NC)
- 16 days ago
Under direct supervision, the Personal Banker I will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience....
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
The Personal Banker performs problem resolution and may also process transactions in a back-up capacity....
- Winston Salem, NC (7 miles from Winston Salem, NC)
- 18 days ago
- Winston Salem, NC (7 miles from Winston Salem, NC)
- 18 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Thomasville, NC (18 miles from Winston Salem, NC)
- 20 days ago
- Thomasville, NC (18 miles from Winston Salem, NC)
- 20 days ago
This job posting is anticipated to remain open for 30 days, from 19-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Winston Salem District Roving Personal Banker
- Lewisville, NC (13 miles from Winston Salem, NC)
- 22 days ago
- Lewisville, NC (13 miles from Winston Salem, NC)
- 22 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....
Location : On site at location listed in job posting. Summary As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and...
Merrill Experienced Financial Advisor
- Greensboro, NC (24 miles from Winston Salem, NC)
- 90+ days ago
- Greensboro, NC (24 miles from Winston Salem, NC)
- 90+ 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....
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...
Financial Advisor - Greensboro, NC
- Greensboro, NC (24 miles from Winston Salem, NC)
- 60+ days ago
- Greensboro, NC (24 miles from Winston Salem, NC)
- 60+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Financial Advisor- Freedom Financial Planning Group- Greensboro, NC
- Greensboro, NC (24 miles from Winston Salem, NC)
- 90+ days ago
- Greensboro, NC (24 miles from Winston Salem, NC)
- 90+ days ago
Freedom Financial Planning Group, an established financial services practice for Thrivent located in Greensboro, NC, is looking to grow and support a full-time Financial Professional. By joining...
- Greensboro, NC (24 miles from Winston Salem, NC)
- 90+ days ago
- Greensboro, NC (24 miles from Winston Salem, NC)
- 90+ days ago
Truliants mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance,...
Demographic Data for Winston Salem, NC
Moving to Winston Salem, NC? Find some basic demographic data about Winston Salem, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Winston Salem, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Winston Salem, 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
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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