Personal Banker Jobs in Indian Trail, 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.
Retail Personal Banker Associate I- Steele Creek
- Charlotte, NC (15 miles from Indian Trail, NC)
- 8 hours ago
- Charlotte, NC (15 miles from Indian Trail, NC)
- 8 hours ago
Banker job family....
Financial Advisor (Annuity Team), UBS Wealth Advice Center
- Charlotte, NC (15 miles from Indian Trail, NC)
- 1 day ago
- Charlotte, NC (15 miles from Indian Trail, NC)
- 1 day ago
Your role Ready to take your career to the next level? As a Financial Advisor on the Annuity Team in the Wealth Advice Center (WAC), you will help clients plan for long-term financial security by...
Financial Advisor (Legacy Transition Team), UBS Wealth Advice Center
- Charlotte, NC (15 miles from Indian Trail, NC)
- 1 day ago
- Charlotte, NC (15 miles from Indian Trail, NC)
- 1 day ago
Your role Ready to take your career to the next level? As a Financial Advisor on the Legacy Transition Team in the Wealth Advice Center (WAC), you will guide beneficiaries through the complex...
- Huntersville, NC (24 miles from Indian Trail, NC)
- 1 day ago
- Huntersville, NC (24 miles from Indian Trail, NC)
- 1 day 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....
- Charlotte, NC (15 miles from Indian Trail, NC)
- 7 days ago
- Charlotte, NC (15 miles from Indian Trail, NC)
- 7 days ago
This licensed Financial Representative or Investment Advisory Representative will work as a 1099 independent contractor to sell life insurance and retirement. Work can be done remotely across the...
Bilingual Personal Banker - Sugaw Creek (Charlotte, NC)
- Charlotte, NC (15 miles from Indian Trail, NC)
- 10 days ago
- Charlotte, NC (15 miles from Indian Trail, NC)
- 10 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 Team Manager (Institutional Benefits), UBS Wealth Ad
- Charlotte, NC (15 miles from Indian Trail, NC)
- 13 days ago
- Charlotte, NC (15 miles from Indian Trail, NC)
- 13 days ago
Your role Ready to take your career to the next level? As a Financial Advisor Team Manager in the Wealth Advice Center (WAC), you'll lead dynamic teams, drive revenue, and shape strategy-all while...
Private Client Banker - Steele Creek Branch - Charlotte, NC
- Charlotte, NC (15 miles from Indian Trail, NC)
- 14 days ago
- Charlotte, NC (15 miles from Indian Trail, NC)
- 14 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...
- Charlotte, NC (15 miles from Indian Trail, NC)
- 16 days ago
- Charlotte, NC (15 miles from Indian Trail, NC)
- 16 days ago
The Personal Banker performs problem resolution and may also process transactions in a back-up capacity....
- Charlotte, NC (15 miles from Indian Trail, NC)
- 20 days ago
- Charlotte, NC (15 miles from Indian Trail, NC)
- 20 days ago
Work on small groups (pods) of Financial Advisors focused on partnership with Premier Bankers, Preferred Advisors, and Retail Banking leadership to facilitate training and referrals into the team....
Financial Advisor, Senior Associate
- Charlotte, NC (15 miles from Indian Trail, NC)
- 28 days ago
- Charlotte, NC (15 miles from Indian Trail, NC)
- 28 days ago
About the Role: Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX. In this role, you will...
Financial Advisor- Build your own legacy
- Charlotte, NC (15 miles from Indian Trail, NC)
- 30+ days ago
- Charlotte, NC (15 miles from Indian Trail, NC)
- 30+ days ago
Financial Advisor – Build and Own Your Legacy Location: [Specify City/Region or "Flexible/Remote"] Are you looking for a firm where your values align with those of the organization? A place...
- Charlotte, NC (15 miles from Indian Trail, NC)
- 30+ days ago
- Charlotte, NC (15 miles from Indian Trail, 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...
Retail Personal Banker Associate I-Arboretum
- Charlotte, NC (15 miles from Indian Trail, NC)
- 30+ days ago
- Charlotte, NC (15 miles from Indian Trail, NC)
- 30+ days ago
Banker job family....
Financial Advisor (PAID LICENSING)
- Charlotte, NC (15 miles from Indian Trail, NC)
- 30+ days ago
- Charlotte, NC (15 miles from Indian Trail, NC)
- 30+ days ago
CURRENTLY HIRING FOR OUR BALLANTYNE LOCATION WITH OUR TRAINING CLASSes STARTING IN MARCH AND MAY* Entrepreneurship while making an impact. This is a career shift that could change everything. If...
Demographic Data for Indian Trail, NC
Moving to Indian Trail, NC? Find some basic demographic data about Indian Trail, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Indian Trail, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Indian Trail, 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
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »