Personal Banker Jobs in Eagle Rock, 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.
- Raleigh, NC (13 miles from Eagle Rock, NC)
- 17 hours ago
- Raleigh, NC (13 miles from Eagle Rock, NC)
- 17 hours ago
At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle...
Private Client Banker - (New Build) Panther Branch - Garner, NC
- Garner, NC (14 miles from Eagle Rock, NC)
- 5 days ago
- Garner, NC (14 miles from Eagle Rock, NC)
- 5 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...
Private Client Banker - (New Build) Wendell Falls - Wendell, NC
- Wendell, NC
- 5 days ago
- Wendell, NC
- 5 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...
- Raleigh, NC (13 miles from Eagle Rock, NC)
- 6 days ago
- Raleigh, NC (13 miles from Eagle Rock, NC)
- 6 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
Contact Center Personal Banker
- Raleigh, NC (13 miles from Eagle Rock, NC)
- 6 days ago
- Raleigh, NC (13 miles from Eagle Rock, NC)
- 6 days ago
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote Work- Youngsville, NC (15 miles from Eagle Rock, NC)
- 7 days ago
- Youngsville, NC (15 miles from Eagle Rock, NC)
- 7 days ago
This job posting is anticipated to remain open for 30 days, from 14-Apr-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
- Raleigh, NC (13 miles from Eagle Rock, NC)
- 7 days ago
- Raleigh, NC (13 miles from Eagle Rock, NC)
- 7 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
Financial Advisor - Coastal Credit Union
- Raleigh, NC (13 miles from Eagle Rock, NC)
- 17 days ago
- Raleigh, NC (13 miles from Eagle Rock, NC)
- 17 days ago
Credit Union Financial Advisor - Coastal Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to...
Retail Personal Banker Associate II
- Raleigh, NC (13 miles from Eagle Rock, NC)
- 24 days ago
- Raleigh, NC (13 miles from Eagle Rock, NC)
- 24 days ago
Banker job family....
Retail Personal Banker Associate II - Cary
- Cary, NC (21 miles from Eagle Rock, NC)
- 24 days ago
- Cary, NC (21 miles from Eagle Rock, NC)
- 24 days ago
Banker job family....
Merrill Experienced Financial Advisor
- Raleigh, NC (13 miles from Eagle Rock, NC)
- 30+ days ago
- Raleigh, NC (13 miles from Eagle Rock, NC)
- 30+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Retail Personal Banker Associate II - Creedmoor
- Raleigh, NC (13 miles from Eagle Rock, NC)
- 30+ days ago
- Raleigh, NC (13 miles from Eagle Rock, NC)
- 30+ days ago
Banker job family....
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote WorkFinancial Advisor - Wake Forest, NC
- Wake Forest, NC (16 miles from Eagle Rock, NC)
- 30+ days ago
- Wake Forest, NC (16 miles from Eagle Rock, NC)
- 30+ days 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 Trainee - PCG (Cary, NC)
- Cary, NC (21 miles from Eagle Rock, NC)
- 45+ days ago
- Cary, NC (21 miles from Eagle Rock, NC)
- 45+ days ago
#LI-DW About Raymond James Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations...
Demographic Data for Eagle Rock, NC
Moving to Eagle Rock, NC? Find some basic demographic data about Eagle Rock, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Eagle Rock, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Eagle Rock, 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
- Mortgage Lending
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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