Personal Banker Jobs in Woodstock, 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 - Powder Springs/Dallas, GA
- Powder Springs, GA (21 miles from Woodstock, GA)
- 4 hours ago
- Powder Springs, GA (21 miles from Woodstock, GA)
- 4 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 - Marietta / Kennesaw, GA
- Kennesaw, GA (10 miles from Woodstock, GA)
- 4 hours ago
- Kennesaw, GA (10 miles from Woodstock, GA)
- 4 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 (22 miles from Woodstock, GA)
- 4 hours ago
- Tucker, GA (22 miles from Woodstock, GA)
- 4 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 (8 miles from Woodstock, GA)
- 4 hours ago
- Alpharetta, GA (8 miles from Woodstock, GA)
- 4 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 (22 miles from Woodstock, GA)
- 4 hours ago
- Atlanta, GA (22 miles from Woodstock, GA)
- 4 hours ago
As a Branch Personal Banker, you will strengthen customer relationships with a defined sales process....
Private Client Banker - Georgia North Market - Alpharetta, Ga
- Alpharetta, GA (8 miles from Woodstock, GA)
- 1 day ago
- Alpharetta, GA (8 miles from Woodstock, 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...
Personal Banker Bilingual Alpharetta
- Alpharetta, GA (8 miles from Woodstock, GA)
- 3 days ago
- Alpharetta, GA (8 miles from Woodstock, 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....
- Canton, GA (9 miles from Woodstock, GA)
- 6 days ago
- Canton, GA (9 miles from Woodstock, GA)
- 6 days ago
Overview Personal Bankers are intentional about delivering a consistent best in class customer experience....
Personal Banker Bilingual Chamblee
- Chamblee, GA (18 miles from Woodstock, GA)
- 7 days ago
- Chamblee, GA (18 miles from Woodstock, GA)
- 7 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 (GA-Alpharetta-WindwardPkw)
- Alpharetta, GA (8 miles from Woodstock, GA)
- 8 days ago
- Alpharetta, GA (8 miles from Woodstock, GA)
- 8 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....
Part-time Personal Banker I (Teller) - Johns Creek, 20 hrs/wk w/benefits
- Johns Creek, GA (13 miles from Woodstock, GA)
- 9 days ago
- Johns Creek, GA (13 miles from Woodstock, GA)
- 9 days ago
Job Description: Job Summary Entry-level banking role to build proficiency in transaction, sales and service functions. Operates as a multi-functional team member with the ability to process...
- Suwanee, GA (20 miles from Woodstock, GA)
- 11 days ago
- Suwanee, GA (20 miles from Woodstock, GA)
- 11 days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
Personal Banker - Bilingual (Spanish/English) - Old Alabama Branch - Roswell, GA
- Roswell, GA (5 miles from Woodstock, GA)
- 12 days ago
- Roswell, GA (5 miles from Woodstock, 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....
HCM Client Service Consultant (HR/Payroll) - Preferred Bilingual English/Spanish
- Alpharetta, GA (8 miles from Woodstock, GA)
- 13 days ago
- Alpharetta, GA (8 miles from Woodstock, GA)
- 13 days ago
ADP is hiring a Client Service Consultant. In this role, you will serve as ADP's front-line for solving client challenges -- including issue resolution, answering questions, helping clients,...
Personal Banker - Bilingual (Spanish/English) - Powder Springs, GA
- Powder Springs, GA (21 miles from Woodstock, GA)
- 14 days ago
- Powder Springs, GA (21 miles from Woodstock, GA)
- 14 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....
Demographic Data for Woodstock, GA
Moving to Woodstock, GA? Find some basic demographic data about Woodstock, GA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Woodstock, GA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Woodstock, 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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