Personal Banker Jobs in Kannapolis, 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.
Associate Personal Banker Bilingual Spanish - Starmount
- Charlotte, NC (21 miles from Kannapolis, NC)
- moments ago
- Charlotte, NC (21 miles from Kannapolis, NC)
- moments 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....
Head of Data Science, Financial Advisor Services
- Charlotte, NC (21 miles from Kannapolis, NC)
- 14 hours ago
- Charlotte, NC (21 miles from Kannapolis, NC)
- 14 hours ago
Lead with purpose and keep growing. See your future here! Vanguard's Financial Advisor Solutions (FAS) division is actively working on enhancing its ability to effectively serve professional...
- Charlotte, NC (23 miles from Kannapolis, NC)
- 1 day ago
- Charlotte, NC (23 miles from Kannapolis, NC)
- 1 day ago
As a Branch Banker within PNC's retail banking organization, you will be based in Charlotte, NC at the Cotswold Branch....
Personal Banker North Mecklenburg
- Cornelius, NC (11 miles from Kannapolis, NC)
- 3 days ago
- Cornelius, NC (11 miles from Kannapolis, NC)
- 3 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....
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- Charlotte, NC (21 miles from Kannapolis, NC)
- 3 days ago
- Charlotte, NC (21 miles from Kannapolis, NC)
- 3 days ago
As a wealth management platform, we currently have 50+ people caring for more than a thousand clients and are entrusted with over $8 billion dollars of client wealth....
Remote WorkFinancial Advisor (PAID LICENSING)
- Charlotte, NC (21 miles from Kannapolis, NC)
- 3 days ago
- Charlotte, NC (21 miles from Kannapolis, NC)
- 3 days ago
CURRENTLY HIRING FOR OUR BALLANTYNE LOCATION WITH OUR TRAINING CLASS STARTING IN JUNE* Entrepreneurship while making an impact. This is a career shift that could change everything. If you've...
Entry-Level Financial Advisor - Build Your Future with Valor Private Wealth, LLC
- Charlotte, NC (21 miles from Kannapolis, NC)
- 3 days ago
- Charlotte, NC (21 miles from Kannapolis, NC)
- 3 days ago
We're a fiduciary wealth management firm serving affluent households with the goal of reaching $1 billion in AUM by 2030, growing 50% annually through a strategic blend of organic growth and advisor...
Personal Banker Rover Piedmont South District
- Salisbury, NC (19 miles from Kannapolis, NC)
- 5 days ago
- Salisbury, NC (19 miles from Kannapolis, NC)
- 5 days ago
Personal Banker Rover Piedmont South District 3.6 3.6 out of 5 stars Salisbury, NC Why Wells Fargo: Are you looking for more? Find it here....
- Charlotte, NC (21 miles from Kannapolis, NC)
- 5 days ago
- Charlotte, NC (21 miles from Kannapolis, NC)
- 5 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 Work- Charlotte, NC (21 miles from Kannapolis, NC)
- 8 days ago
- Charlotte, NC (21 miles from Kannapolis, NC)
- 8 days ago
JOB SUMMARY The Client Relationship Manager will handle interactions and activities associated with the account relationship for Spectrum Community Solutions' Bulk customers. The focus of the...
- Charlotte, NC (21 miles from Kannapolis, NC)
- 9 days ago
- Charlotte, NC (21 miles from Kannapolis, NC)
- 9 days ago
Deloittes Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. As a...
- Locust, NC (20 miles from Kannapolis, NC)
- 14 days ago
- Locust, NC (20 miles from Kannapolis, NC)
- 14 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....
Recruiting Director (Financial Advisor Recruiting)
- Charlotte, NC (21 miles from Kannapolis, NC)
- 14 days ago
- Charlotte, NC (21 miles from Kannapolis, NC)
- 14 days ago
Equitable Pay and Benefits \: Equitable Total Rewards Program Required Qualifications 2+ years of professional recruiting experience in financial services or wealth management industry Preferred Qualifications...
Personal Banker/Member Services Representative III
- Charlotte, NC (21 miles from Kannapolis, NC)
- 15 days ago
- Charlotte, NC (21 miles from Kannapolis, NC)
- 15 days ago
Responsibilities** **This position is located in our South Charlotte Branch. Must be willing to work at least two Saturday shifts per month. Supervisor and loan experience a plus.** **SUMMARY**...
Float Personal Banker Associate I - Charlotte East Region
- Kannapolis, NC
- 21 days ago
- Kannapolis, NC
- 21 days ago
Banker job family....
Demographic Data for Kannapolis, NC
Moving to Kannapolis, NC? Find some basic demographic data about Kannapolis, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Kannapolis, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Kannapolis, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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