Personal Banker Jobs in Lilburn, GA
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.
Personal Banker - East Central Atlanta
- Atlanta, GA (17 miles from Lilburn, GA)
- 20 hours ago
- Atlanta, GA (17 miles from Lilburn, GA)
- 20 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....
Engagement Financial Advisor Analyst
- Atlanta, GA (17 miles from Lilburn, GA)
- 1 day ago
- Atlanta, GA (17 miles from Lilburn, GA)
- 1 day ago
Position Summary Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk...
Personal Banker Associate I - Buckhead Sovereign (Atlanta, GA)
- Atlanta, GA (17 miles from Lilburn, GA)
- 4 days ago
- Atlanta, GA (17 miles from Lilburn, GA)
- 4 days ago
Banker job family....
Lyric HCM Client Service Consultant I
- Alpharetta, GA (21 miles from Lilburn, GA)
- 4 days ago
- Alpharetta, GA (21 miles from Lilburn, GA)
- 4 days ago
ADP is hiring a Client Service Consultant for Lyric HCM. Are you interested in learning more about the Human Capital Management industry? Are you ready to join a company offering career...
Contact Center Personal Banker
- Atlanta, GA (17 miles from Lilburn, GA)
- 5 days ago
- Atlanta, GA (17 miles from Lilburn, GA)
- 5 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 WorkPersonal Banker (ATL - Sandy Springs)
- Sandy Springs, GA (16 miles from Lilburn, GA)
- 5 days ago
- Sandy Springs, GA (16 miles from Lilburn, GA)
- 5 days ago
The Personal Banker is responsible for serving as a consultant to customers by conducting customer financial profiles, identifying customer needs, and cross-selling and up-selling opportunities....
Personal Banker (ATL Perimeter Ctr West)
- Atlanta, GA (17 miles from Lilburn, GA)
- 5 days ago
- Atlanta, GA (17 miles from Lilburn, GA)
- 5 days ago
The Personal Banker is responsible for serving as a consultant to customers by conducting customer financial profiles, identifying customer needs, and cross-selling and up-selling opportunities....
- Alpharetta, GA (21 miles from Lilburn, GA)
- 5 days ago
- Alpharetta, GA (21 miles from Lilburn, GA)
- 5 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....
- Atlanta, GA (17 miles from Lilburn, GA)
- 5 days ago
- Atlanta, GA (17 miles from Lilburn, GA)
- 5 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...
- Atlanta, GA (17 miles from Lilburn, GA)
- 5 days ago
- Atlanta, GA (17 miles from Lilburn, GA)
- 5 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...
De Novo Personal Banker I - Bethany Village (Milton, GA)
- Milton, GA (21 miles from Lilburn, GA)
- 6 days ago
- Milton, GA (21 miles from Lilburn, GA)
- 6 days ago
Banker job family....
- Lawrenceville, GA (9 miles from Lilburn, GA)
- 6 days ago
- Lawrenceville, GA (9 miles from Lilburn, GA)
- 6 days ago
This 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,...
- Alpharetta, GA (21 miles from Lilburn, GA)
- 8 days ago
- Alpharetta, GA (21 miles from Lilburn, GA)
- 8 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Personal Banker II - Dunwoody (Teller experience highly preferred)
- Atlanta, GA (17 miles from Lilburn, GA)
- 9 days ago
- Atlanta, GA (17 miles from Lilburn, GA)
- 9 days ago
management and merchant services Knowledge of consumer lending...
Financial Advisor Development Program - October 2025
- Atlanta, GA (17 miles from Lilburn, GA)
- 11 days ago
- Atlanta, GA (17 miles from Lilburn, GA)
- 11 days ago
Your role Are you passionate about finance and eager to embark on a rewarding career in wealth management? Are you a great listener and clear communicator?...
Demographic Data for Lilburn, GA
Moving to Lilburn, GA? Find some basic demographic data about Lilburn, GA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lilburn, GA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lilburn, GA 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
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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