Personal Banker Jobs in Lake Wylie, SC
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 (22 miles from Lake Wylie, SC)
- 10 hours ago
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 10 hours ago
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....
Associate Personal Banker Bilingual Spanish - Starmount
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 1 day ago
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 1 day 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....
Head of Data Science, Financial Advisor Services
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 2 days ago
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 2 days ago
Lead with purpose and keep growing. See your future here! Vanguard's Financial Advisor Solutions (FAS) division is actively working on enhancing its ability to effectively serve professional...
- Charlotte, NC (24 miles from Lake Wylie, SC)
- 3 days ago
- Charlotte, NC (24 miles from Lake Wylie, SC)
- 3 days ago
As a Branch Banker within PNC's retail banking organization, you will be based in Charlotte, NC at the Cotswold Branch....
/19438/db0b4d48-6094-4564-8e37-56921403180f.png&z=8&s=BNK&ih_t=5%2F11%2F2025+5%3A36%3A27+PM&utm_medium=internal%20referrer&utm_campaign=internal-ihire-resume-builder&utm_content=ihire&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
- Rock Hill, SC (16 miles from Lake Wylie, SC)
- 4 days ago
- Rock Hill, SC (16 miles from Lake Wylie, SC)
- 4 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....
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 5 days ago
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 5 days 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 (22 miles from Lake Wylie, SC)
- 5 days ago
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 5 days 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 (22 miles from Lake Wylie, SC)
- 5 days ago
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 5 days 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 (22 miles from Lake Wylie, SC)
- 7 days ago
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 7 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 Work- Charlotte, NC (22 miles from Lake Wylie, SC)
- 10 days ago
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 10 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 (22 miles from Lake Wylie, SC)
- 11 days ago
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 11 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...
Recruiting Director (Financial Advisor Recruiting)
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 16 days ago
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 16 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 (22 miles from Lake Wylie, SC)
- 17 days ago
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 17 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 (22 miles from Lake Wylie, SC)
- 23 days ago
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 23 days ago
Banker job family....
Technology Client Relationship Manager I/Project Manager I
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 30+ days ago
- Charlotte, NC (22 miles from Lake Wylie, SC)
- 30+ 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...
Demographic Data for Lake Wylie, SC
Moving to Lake Wylie, SC? Find some basic demographic data about Lake Wylie, SC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lake Wylie, SC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lake Wylie, SC 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
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- 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 »