Personal Banker Jobs in Greensboro, 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.
Personal Banker-Thruway Winston Salem, NC
- Winston Salem, NC (24 miles from Greensboro, NC)
- 2 days ago
- Winston Salem, NC (24 miles from Greensboro, NC)
- 2 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....
Financial Advisor- Freedom Financial Planning Group- Greensboro, NC
- Greensboro, NC
- 3 days ago
- Greensboro, NC
- 3 days ago
Freedom Financial Planning Group, an established financial services practice for Thrivent located in Greensboro, NC, is looking to grow and support a full-time Financial Professional. By joining...
- Burlington, NC (15 miles from Greensboro, NC)
- 3 days ago
- Burlington, NC (15 miles from Greensboro, NC)
- 3 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....
Personal Banker - Kernersville
- Kernersville, NC (17 miles from Greensboro, NC)
- 4 days ago
- Kernersville, NC (17 miles from Greensboro, NC)
- 4 days ago
The Personal Banker performs problem resolution and may also process transactions in a back-up capacity....
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
Under direct supervision, the Personal Banker II will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience....
This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors....
- Winston Salem, NC (24 miles from Greensboro, NC)
- 15 days ago
- Winston Salem, NC (24 miles from Greensboro, NC)
- 15 days ago
Primary Office Location: 161 S. Stratford Road. Winston Salem, North Carolina. 27104. Join our team. Make a difference - for us and for your future. Position Title: Associate Financial Advisor...
Private Client Banker - (New Build) - Laura Ave - Winston Salem, NC
- Winston Salem, NC (24 miles from Greensboro, NC)
- 30+ days ago
- Winston Salem, NC (24 miles from Greensboro, NC)
- 30+ 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...
Truliants mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance,...
- Winston Salem, NC (24 miles from Greensboro, NC)
- 60+ days ago
- Winston Salem, NC (24 miles from Greensboro, NC)
- 60+ days 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...
Personal Banker - Hanes Mall Blvd
- Winston Salem, NC (24 miles from Greensboro, NC)
- 60+ days ago
- Winston Salem, NC (24 miles from Greensboro, NC)
- 60+ days ago
The Personal Banker performs problem resolution and may also process transactions when necessary....
Demographic Data for Greensboro, NC
Moving to Greensboro, NC? Find some basic demographic data about Greensboro, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Greensboro, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Greensboro, 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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