Personal Banker Jobs in Arden, NC
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.
Senior Financial Advisor & Senior Investment Analyst
- Asheville, NC (8 miles from Arden, NC)
- 1 day ago
- Asheville, NC (8 miles from Arden, NC)
- 1 day ago
Position Overview: The Senior Financial Advisor & Senior Investment Analyst plays a key role at Colton Groome Financial, serving as both a trusted advisor to clients and a strategic contributor to...
Personal Banker I- Asheville Downtown
- Asheville, NC (8 miles from Arden, NC)
- 2 days ago
- Asheville, NC (8 miles from Arden, NC)
- 2 days ago
Under direct supervision, the Personal Banker I will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience....
Bilingual Personal Banker - Asheville East (NC)
- Asheville, NC (8 miles from Arden, NC)
- 3 days ago
- Asheville, NC (8 miles from Arden, NC)
- 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 Associate II - Callender Lane (Hendersonville, TN)
- Hendersonville, NC (7 miles from Arden, NC)
- 3 days ago
- Hendersonville, NC (7 miles from Arden, NC)
- 3 days ago
Banker job family....
Retail Personal Banker Associate II- Brevard, NC
- Brevard, NC (20 miles from Arden, NC)
- 7 days ago
- Brevard, NC (20 miles from Arden, NC)
- 7 days ago
Banker job family....
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Bilingual Personal Banker - South Mountain District (NC)
- Brevard, NC (20 miles from Arden, NC)
- 9 days ago
- Brevard, NC (20 miles from Arden, NC)
- 9 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....
Associate Private Financial Advisor
- Asheville, NC (8 miles from Arden, NC)
- 13 days ago
- Asheville, NC (8 miles from Arden, NC)
- 13 days ago
Associate Private Financial Advisor Associate Private Financial Advisor locations ASHEVILLE, NC time type Full time posted on Posted Today job requisition id R-437415 About this role: Wells Fargo...
Financial Services Specialist (Junior Personal Banker)
- Fairview, NC (12 miles from Arden, NC)
- 30+ days ago
- Fairview, NC (12 miles from Arden, NC)
- 30+ days ago
Required Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services Benefits are an integral...
Roving Personal Banker- Asheville Downtown
- Asheville, NC (8 miles from Arden, NC)
- 90+ days ago
- Asheville, NC (8 miles from Arden, NC)
- 90+ days ago
SUMMARY: The position of Roving Personal Banker is responsible for ensuring the customer’s needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate...
Retail Personal Banker Associate I - Black Mountain
- Black Mountain, NC (19 miles from Arden, NC)
- 90+ days ago
- Black Mountain, NC (19 miles from Arden, NC)
- 90+ days ago
Banker job family....
Demographic Data for Arden, NC
Moving to Arden, NC? Find some basic demographic data about Arden, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Arden, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Arden, NC 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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