Personal Banker Jobs in Peachtree Corners, 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 - Marietta / Kennesaw, GA
- Kennesaw, GA (23 miles from Peachtree Corners, GA)
- 7 hours ago
- Kennesaw, GA (23 miles from Peachtree Corners, GA)
- 7 hours 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...
Financial Advisor - Tucker, GA
- Tucker, GA (5 miles from Peachtree Corners, GA)
- 7 hours ago
- Tucker, GA (5 miles from Peachtree Corners, GA)
- 7 hours 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...
Financial Advisor - Peachtree Corners / Roswell / Johns Creek / Alpharetta, GA
- Alpharetta, GA (14 miles from Peachtree Corners, GA)
- 7 hours ago
- Alpharetta, GA (14 miles from Peachtree Corners, GA)
- 7 hours 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...
- Atlanta, GA (14 miles from Peachtree Corners, GA)
- 7 hours ago
- Atlanta, GA (14 miles from Peachtree Corners, GA)
- 7 hours ago
As a Branch Personal Banker, you will strengthen customer relationships with a defined sales process....
Financial Advisor (Remote Flexible High-Earning Potential)
- Atlanta, GA (16 miles from Peachtree Corners, GA)
- 9 hours ago
- Atlanta, GA (16 miles from Peachtree Corners, GA)
- 9 hours ago
Were expanding and looking for motivated individuals to join our team in financial services. No experience requiredfull training provided. Work remotely and earn based on performance. 100%...
Remote WorkFinancial Advisor - CDC Federal Credit Union
- Atlanta, GA (16 miles from Peachtree Corners, GA)
- 1 day ago
- Atlanta, GA (16 miles from Peachtree Corners, GA)
- 1 day ago
Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at...
Private Client Banker - Georgia North Market - Alpharetta, Ga
- Alpharetta, GA (14 miles from Peachtree Corners, GA)
- 1 day ago
- Alpharetta, GA (14 miles from Peachtree Corners, GA)
- 1 day 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...
Private Client Banker - Howell Mill & 14th - Atlanta, Ga
- Atlanta, GA (16 miles from Peachtree Corners, GA)
- 1 day ago
- Atlanta, GA (16 miles from Peachtree Corners, GA)
- 1 day ago
JobID: 210606572 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-03-11T16:29:21+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
Personal Banker Loganville Crossing, GA
- Loganville, GA (19 miles from Peachtree Corners, GA)
- 2 days ago
- Loganville, GA (19 miles from Peachtree Corners, GA)
- 2 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 Bilingual Alpharetta
- Alpharetta, GA (14 miles from Peachtree Corners, GA)
- 3 days ago
- Alpharetta, GA (14 miles from Peachtree Corners, GA)
- 3 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 Atlanta Clairmont
- Atlanta, GA (16 miles from Peachtree Corners, GA)
- 3 days ago
- Atlanta, GA (16 miles from Peachtree Corners, GA)
- 3 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....
Entry Level Financial Advisor - Atlanta, GA (5143)
- Atlanta, GA (16 miles from Peachtree Corners, GA)
- 3 days ago
- Atlanta, GA (16 miles from Peachtree Corners, GA)
- 3 days ago
Entry Level - Financial Advisor - Atlanta, GA (5143) (240000MM) Entry Level - Financial Advisor - Atlanta, GA (5143) (240000MM) Primary Location : UNITED STATES-GA-Atlanta Organization : Equitable...
Personal Banker II BENCH - West Atlanta (Norcross, GA)
- Atlanta, GA (16 miles from Peachtree Corners, GA)
- 5 days ago
- Atlanta, GA (16 miles from Peachtree Corners, GA)
- 5 days ago
Banker job family....
Personal Banker (GA-Buckhead Roswell Rd)
- Atlanta, GA (16 miles from Peachtree Corners, GA)
- 5 days ago
- Atlanta, GA (16 miles from Peachtree Corners, GA)
- 5 days ago
Industry and Work Experience: 3 or more years of customer service experience required. 2 or more years of retail banking experience required. Platform banking experience required....
De Novo Personal Banker II - Bonaire
- Atlanta, GA (16 miles from Peachtree Corners, GA)
- 6 days ago
- Atlanta, GA (16 miles from Peachtree Corners, GA)
- 6 days ago
GENERAL FUNCTION: As a De Novo Personal Banker, responsible for creating a great customer experience and growing a new branch from the ground up....
Demographic Data for Peachtree Corners, GA
Moving to Peachtree Corners, GA? Find some basic demographic data about Peachtree Corners, GA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Peachtree Corners, GA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Peachtree Corners, 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
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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