Personal Banker Jobs in Georgia
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.
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...
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
- 20 hours ago
- Alpharetta, GA
- 20 hours 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...
Senior Financial Advisor Macon, GA If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity is for you. Step into a significant book of business...
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Private Client Banker - Howell Mill & 14th - Atlanta, Ga
- Atlanta, GA
- 1 day ago
- Atlanta, 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...
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....
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...
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....
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....
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....
Primary Location: Statesboro Mall Branch3 (FL01) - GA198 Job Description: Job Summary Serves as the front-line point of contact for retail branch customers executing activities required to meet...
Entry Level - Financial Advisor - Atlanta, GA (5143) (240000MM) Entry Level - Financial Advisor - Atlanta, GA (5143) (240000MM) Primary Location : UNITED STATES-GA-Atlanta Organization : Equitable...
Limited origination of simple consumer lending products such as personal loans and credit cards....
Personal Banker II - Bowman Rd, Macon - Previous banking exp highly preferred
- Macon, GA
- 3 days ago
- Macon, GA
- 3 days ago
lending...
Personal Banker Full Time - Coastal Georgia District, Savannah GA
- Savannah, GA
- 3 days ago
- Savannah, 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....
Demographic Data for Georgia
Moving to Georgia? Find some basic demographic data about Georgia below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Georgia
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Georgia 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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Here are some other career titles that require similar skills
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