Personal Banker Jobs in Palmetto, 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.
Financial Advisor - Career Change Opportunity
- Newnan, GA (14 miles from Palmetto, GA)
- 2 days ago
- Newnan, GA (14 miles from Palmetto, GA)
- 2 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 09-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker Buckhead Piedmont
- Douglasville, GA (13 miles from Palmetto, GA)
- 21 hours ago
- Douglasville, GA (13 miles from Palmetto, GA)
- 21 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....
- Newnan, GA (14 miles from Palmetto, GA)
- 2 days ago
- Newnan, GA (14 miles from Palmetto, GA)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 09-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Private Client Banker - Atlantic Station - Atlanta, Ga
- Atlanta, GA (23 miles from Palmetto, GA)
- 3 days ago
- Atlanta, GA (23 miles from Palmetto, GA)
- 3 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...
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Personal Banker (GA-Buckhead Roswell Rd)
- Atlanta, GA (23 miles from Palmetto, GA)
- 4 days ago
- Atlanta, GA (23 miles from Palmetto, GA)
- 4 days ago
The Personal Banker is responsible for serving as a consultant to customers by conducting customer financial profiles, identifying customer needs, cross-selling, and up-selling opportunities....
Personal Banker Powers Ferry Crossing
- Atlanta, GA (23 miles from Palmetto, GA)
- 4 days ago
- Atlanta, GA (23 miles from Palmetto, GA)
- 4 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....
Personal Banker - East Central Atlanta
- Atlanta, GA (23 miles from Palmetto, GA)
- 4 days ago
- Atlanta, GA (23 miles from Palmetto, GA)
- 4 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....
Personal Banker Peachtree Center
- Atlanta, GA (23 miles from Palmetto, GA)
- 4 days ago
- Atlanta, GA (23 miles from Palmetto, GA)
- 4 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....
Personal Banker Associate I - Varner Crossing - Bilingual: Spanish
- Powder Springs, GA (22 miles from Palmetto, GA)
- 7 days ago
- Powder Springs, GA (22 miles from Palmetto, GA)
- 7 days ago
Banker job family....
- Atlanta, GA (23 miles from Palmetto, GA)
- 11 days ago
- Atlanta, GA (23 miles from Palmetto, GA)
- 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...
Personal Banker Peachtree City
- Peachtree City, GA (14 miles from Palmetto, GA)
- 12 days ago
- Peachtree City, GA (14 miles from Palmetto, GA)
- 12 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 (23 miles from Palmetto, GA)
- 14 days ago
- Atlanta, GA (23 miles from Palmetto, GA)
- 14 days ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
- Atlanta, GA (23 miles from Palmetto, GA)
- 17 days ago
- Atlanta, GA (23 miles from Palmetto, GA)
- 17 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
- Atlanta, GA (23 miles from Palmetto, GA)
- 18 days ago
- Atlanta, GA (23 miles from Palmetto, GA)
- 18 days 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....
Personal Banker Associate I - Varner Crossing
- Powder Springs, GA (22 miles from Palmetto, GA)
- 19 days ago
- Powder Springs, GA (22 miles from Palmetto, GA)
- 19 days ago
Banker job family....
Demographic Data for Palmetto, GA
Moving to Palmetto, GA? Find some basic demographic data about Palmetto, GA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Palmetto, GA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Palmetto, 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
- 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
- Listening
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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