Personal Banker Jobs in North Carolina
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.
Financial Services Specialist (Junior Personal Banker)
- Cullowhee, NC
- 19 hours ago
- Cullowhee, NC
- 19 hours ago
Required Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services Benefits are an integral...
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....
This job posting is anticipated to remain open for 30 days, from 05-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Float Personal Banker Associate 1 - Charlotte South
- Charlotte, NC
- 2 days ago
- Charlotte, NC
- 2 days ago
Banker job family....
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....
Who we are looking for: ACV is looking for a Customer Relationship Manager - Capital with a talent for expanding market share and revenue growth by focusing on customer relationships. This...
As a Personal Banker within PNC's Retail Branch organization, you will be based in Kinston, NC....
Work on small groups (pods) of Financial Advisors focused on partnership with Premier Bankers, Preferred Advisors, and Retail Banking leadership to facilitate training and referrals into the team....
Private Client Banker - Steele Creek - Charlotte, NC
- Charlotte, NC
- 4 days ago
- Charlotte, NC
- 4 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 Associate II- Harrisburg Financial Center
- Harrisburg, NC
- 4 days ago
- Harrisburg, NC
- 4 days ago
Banker job family....
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....
As a Branch Banker within PNC's retail banking organization, you will be based in Charlotte, NC at the Randolph Road Branch....
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 WorkAbout 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....
Homefront Heroes Hiring (HHH) - Associate Personal Banker Raleigh NC
- Raleigh, NC
- 5 days ago
- Raleigh, NC
- 5 days ago
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Demographic Data for North Carolina
Moving to North Carolina? Find some basic demographic data about North Carolina below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in North Carolina
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in North Carolina 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
- 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
- Treasury
- 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
- Listening
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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