Personal Banker Jobs in High Point, 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
- Greensboro, NC (14 miles from High Point, NC)
- 3 days ago
- Greensboro, NC (14 miles from High Point, NC)
- 3 days ago
Financial Advisor - Career Change Opportunity in Greensboro Job Ref: ... Employer: Network Company Name: Edward Jones Industry: Banking Job Type: Full Time State: North Carolina City: Greensboro...
- Asheboro, NC (19 miles from High Point, NC)
- 4 days ago
- Asheboro, NC (19 miles from High Point, NC)
- 4 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....
- Greensboro, NC (14 miles from High Point, NC)
- 4 days ago
- Greensboro, NC (14 miles from High Point, NC)
- 4 days ago
This job posting is anticipated to remain open for 30 days, from 17-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Winston Salem, NC (16 miles from High Point, NC)
- 4 days ago
- Winston Salem, NC (16 miles from High Point, NC)
- 4 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Winston Salem, NC (16 miles from High Point, NC)
- 6 days ago
- Winston Salem, NC (16 miles from High Point, NC)
- 6 days ago
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....
- Greensboro, NC (14 miles from High Point, NC)
- 12 days ago
- Greensboro, NC (14 miles from High Point, NC)
- 12 days ago
Exposure to diverse, high-net-worth clients with a focus on comprehensive financial planning and wealth management....
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....
The Personal Banker performs problem resolution and may also process transactions in a back-up capacity....
- Liberty, NC (24 miles from High Point, NC)
- 26 days ago
- Liberty, NC (24 miles from High Point, NC)
- 26 days ago
Becomes Lending Certified and performs functions related to consumer lending, including accepting and inputting loan applications, loan processing, and loan funding while following lending policies,...
- Liberty, NC (24 miles from High Point, NC)
- 26 days ago
- Liberty, NC (24 miles from High Point, NC)
- 26 days ago
cashing as needed....
Merrill Experienced Financial Advisor
- Greensboro, NC (14 miles from High Point, NC)
- 30+ days ago
- Greensboro, NC (14 miles from High Point, 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....
- Winston Salem, NC (16 miles from High Point, NC)
- 90+ days ago
- Winston Salem, NC (16 miles from High Point, NC)
- 90+ 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...
Financial Advisor - Greensboro, NC
- Greensboro, NC (14 miles from High Point, NC)
- 30+ days ago
- Greensboro, NC (14 miles from High Point, 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- Freedom Financial Planning Group- Greensboro, NC
- Greensboro, NC (14 miles from High Point, NC)
- 30+ days ago
- Greensboro, NC (14 miles from High Point, NC)
- 30+ 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...
- Greensboro, NC (14 miles from High Point, NC)
- 60+ days ago
- Greensboro, NC (14 miles from High Point, NC)
- 60+ days ago
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,...
Demographic Data for High Point, NC
Moving to High Point, NC? Find some basic demographic data about High Point, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in High Point, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in High Point, 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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