Personal Banker Jobs in Garner, 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.
Financial Advisor - Career Change Opportunity
- Fuquay Varina, NC (16 miles from Garner, NC)
- 6 hours ago
- Fuquay Varina, NC (16 miles from Garner, NC)
- 6 hours ago
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
Retail Personal Banker Associate I
- Wake Forest, NC (23 miles from Garner, NC)
- 2 hours ago
- Wake Forest, NC (23 miles from Garner, NC)
- 2 hours ago
Banker job family....
Financial Analyst/Financial Advisor
- Raleigh, NC (9 miles from Garner, NC)
- 3 days ago
- Raleigh, NC (9 miles from Garner, NC)
- 3 days ago
Note : Only W2 or 1099 Worked with Government project before any Visa, any location Tittle: Financial Analyst/Financial Advisor Location: Raleigh, NC (Remote) Pay $50 on W2 or $60 on 1099...
Remote WorkMerrill Experienced Financial Advisor
- Raleigh, NC (9 miles from Garner, NC)
- 5 days ago
- Raleigh, NC (9 miles from Garner, NC)
- 5 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. Merrill...
Private Client Banker - Oberlin Rd - Raleigh, NC
- Raleigh, NC (9 miles from Garner, NC)
- 6 days ago
- Raleigh, NC (9 miles from Garner, NC)
- 6 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...
Retail Personal Banker Associate II
- Cary, NC (13 miles from Garner, NC)
- 6 days ago
- Cary, NC (13 miles from Garner, NC)
- 6 days ago
Banker job family....
- Raleigh, NC (9 miles from Garner, NC)
- 7 days ago
- Raleigh, NC (9 miles from Garner, NC)
- 7 days ago
Job Title: Financial Advisor Position Location: Raleigh, NC. Hybrid role. Must live locally. Your impact: The Financial Advisor will assist members in identifying their financial needs and goals...
Financial Advisor Trainee - PCG (Cary, NC)
- Cary, NC (13 miles from Garner, NC)
- 8 days ago
- Cary, NC (13 miles from Garner, NC)
- 8 days ago
Financial Advisor Trainee - PCG (Cary, NC) locations Cary, North Carolina - United States time type Full time posted on Posted 30+ Days Ago job requisition id R-0001054 Job Description Job...
Financial Advisor for the North Carolina 911 Board
- Raleigh, NC (9 miles from Garner, NC)
- 8 days ago
- Raleigh, NC (9 miles from Garner, NC)
- 8 days ago
Looking to take the next step in your career? Want to help shape the Future of Emergency Response in North Carolina? Are you passionate about public safety or IT Infrastructure and have a talent...
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...
- Clayton, NC (6 miles from Garner, NC)
- 9 days ago
- Clayton, NC (6 miles from Garner, NC)
- 9 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
Retail Personal Banker Associate I - Cary
- Cary, NC (13 miles from Garner, NC)
- 21 days ago
- Cary, NC (13 miles from Garner, NC)
- 21 days ago
Banker job family....
- Cary, NC (13 miles from Garner, NC)
- 29 days ago
- Cary, NC (13 miles from Garner, NC)
- 29 days ago
Banker job family....
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...
- Raleigh, NC (9 miles from Garner, NC)
- 45+ days ago
- Raleigh, NC (9 miles from Garner, NC)
- 45+ days ago
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
Remote WorkDemographic Data for Garner, NC
Moving to Garner, NC? Find some basic demographic data about Garner, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Garner, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Garner, 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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