Personal Banker Jobs in Holly Springs, 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.
Private Client Banker - (New Build) Panther Branch - Garner, NC
- Garner, NC (16 miles from Holly Springs, NC)
- 4 days ago
- Garner, NC (16 miles from Holly Springs, NC)
- 4 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 (17 miles from Holly Springs, NC)
- 5 days ago
- Raleigh, NC (17 miles from Holly Springs, NC)
- 5 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 (17 miles from Holly Springs, NC)
- 5 days ago
- Raleigh, NC (17 miles from Holly Springs, NC)
- 5 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- Raleigh, NC (17 miles from Holly Springs, NC)
- 6 days ago
- Raleigh, NC (17 miles from Holly Springs, 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...
- Apex, NC (8 miles from Holly Springs, NC)
- 7 days ago
- Apex, NC (8 miles from Holly Springs, NC)
- 7 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....
Financial Advisor - Coastal Credit Union
- Raleigh, NC (17 miles from Holly Springs, NC)
- 17 days ago
- Raleigh, NC (17 miles from Holly Springs, 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 (17 miles from Holly Springs, NC)
- 23 days ago
- Raleigh, NC (17 miles from Holly Springs, NC)
- 23 days ago
Banker job family....
Retail Personal Banker Associate II - Cary
- Cary, NC (11 miles from Holly Springs, NC)
- 23 days ago
- Cary, NC (11 miles from Holly Springs, NC)
- 23 days ago
Banker job family....
- Pittsboro, NC (19 miles from Holly Springs, NC)
- 25 days ago
- Pittsboro, NC (19 miles from Holly Springs, NC)
- 25 days ago
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 long-term...
Merrill Experienced Financial Advisor
- Raleigh, NC (17 miles from Holly Springs, NC)
- 30+ days ago
- Raleigh, NC (17 miles from Holly Springs, 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 (17 miles from Holly Springs, NC)
- 30+ days ago
- Raleigh, NC (17 miles from Holly Springs, NC)
- 30+ days ago
Banker job family....
- Fuquay Varina, NC (4 miles from Holly Springs, NC)
- 30+ days ago
- Fuquay Varina, NC (4 miles from Holly Springs, NC)
- 30+ 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...
Financial Advisor - Fuquay Varina, NC - Market 27, Region 284
- Fuquay Varina, NC (4 miles from Holly Springs, NC)
- 30+ days ago
- Fuquay Varina, NC (4 miles from Holly Springs, NC)
- 30+ days ago
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...
- Apex, NC (8 miles from Holly Springs, NC)
- 30+ days ago
- Apex, NC (8 miles from Holly Springs, 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 (11 miles from Holly Springs, NC)
- 45+ days ago
- Cary, NC (11 miles from Holly Springs, 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 Holly Springs, NC
Moving to Holly Springs, NC? Find some basic demographic data about Holly Springs, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Holly Springs, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Holly Springs, 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
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- 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
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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