Personal Banker Jobs in Youngsville, 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.
- Morrisville, NC (23 miles from Youngsville, NC)
- 7 hours ago
- Morrisville, NC (23 miles from Youngsville, NC)
- 7 hours ago
General Information Req # WD00080694 Career area: Sales Country/Region: United States of America State: North Carolina City: Morrisville Date: Thursday, April 24, 2025 Working time: Full-time...
Client Relationship Manager, Client Services - Prestige
- Raleigh, NC (18 miles from Youngsville, NC)
- 2 days ago
- Raleigh, NC (18 miles from Youngsville, NC)
- 2 days ago
Section 1: Position Summary The Client Relationship Manager, Prestige will work closely with all sales, service, and operations partners to serve as the focal point of contact for new and existing...
- Raleigh, NC (18 miles from Youngsville, NC)
- 4 days ago
- Raleigh, NC (18 miles from Youngsville, NC)
- 4 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 (18 miles from Youngsville, NC)
- 5 days ago
- Raleigh, NC (18 miles from Youngsville, NC)
- 5 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...
Private Client Banker - (New Build) Wendell Falls - Wendell, NC
- Wendell, NC (15 miles from Youngsville, NC)
- 9 days ago
- Wendell, NC (15 miles from Youngsville, NC)
- 9 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 (18 miles from Youngsville, NC)
- 11 days ago
- Raleigh, NC (18 miles from Youngsville, NC)
- 11 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
Contact Center Personal Banker
- Raleigh, NC (18 miles from Youngsville, NC)
- 11 days ago
- Raleigh, NC (18 miles from Youngsville, NC)
- 11 days ago
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote WorkThis job posting is anticipated to remain open for 30 days, from 14-Apr-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
- Raleigh, NC (18 miles from Youngsville, NC)
- 12 days ago
- Raleigh, NC (18 miles from Youngsville, NC)
- 12 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
Financial Advisor - Coastal Credit Union
- Raleigh, NC (18 miles from Youngsville, NC)
- 22 days ago
- Raleigh, NC (18 miles from Youngsville, NC)
- 22 days ago
Credit Union Financial Advisor - Coastal Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to...
Retail Personal Banker Associate II
- Raleigh, NC (18 miles from Youngsville, NC)
- 28 days ago
- Raleigh, NC (18 miles from Youngsville, NC)
- 28 days ago
Banker job family....
Merrill Experienced Financial Advisor
- Raleigh, NC (18 miles from Youngsville, NC)
- 45+ days ago
- Raleigh, NC (18 miles from Youngsville, NC)
- 45+ 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....
Retail Personal Banker Associate II - Creedmoor
- Raleigh, NC (18 miles from Youngsville, NC)
- 30+ days ago
- Raleigh, NC (18 miles from Youngsville, NC)
- 30+ days ago
Banker job family....
Personal Financial Representative-NC
- Eagle Rock, NC (15 miles from Youngsville, NC)
- 30+ days ago
- Eagle Rock, NC (15 miles from Youngsville, NC)
- 30+ 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 WorkFinancial Advisor - Wake Forest, NC
- Wake Forest, NC (6 miles from Youngsville, NC)
- 30+ days ago
- Wake Forest, NC (6 miles from Youngsville, NC)
- 30+ 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...
Demographic Data for Youngsville, NC
Moving to Youngsville, NC? Find some basic demographic data about Youngsville, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Youngsville, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Youngsville, 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
- Mortgage Lending
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »