Personal Banker Jobs in Morrisville, 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
- Fuquay Varina, NC (22 miles from Morrisville, NC)
- 2 days ago
- Fuquay Varina, NC (22 miles from Morrisville, NC)
- 2 days ago
Job Overview 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...
- Durham, NC (10 miles from Morrisville, NC)
- 3 days ago
- Durham, NC (10 miles from Morrisville, NC)
- 3 days ago
Job Overview 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...
- Durham, NC (10 miles from Morrisville, NC)
- 13 days ago
- Durham, NC (10 miles from Morrisville, NC)
- 13 days ago
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients -...
Financial Advisor - Fuquay Varina, NC - Market 27, Region 284
- Fuquay Varina, NC (22 miles from Morrisville, NC)
- 1 day ago
- Fuquay Varina, NC (22 miles from Morrisville, NC)
- 1 day 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...
Financial Advisor - Durham, NC
- Durham, NC (10 miles from Morrisville, NC)
- 1 day ago
- Durham, NC (10 miles from Morrisville, NC)
- 1 day 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...
Retail Personal Banker Associate I
- Wake Forest, NC (17 miles from Morrisville, NC)
- 2 days ago
- Wake Forest, NC (17 miles from Morrisville, NC)
- 2 days ago
Banker job family....
Merrill Experienced Financial Advisor
- Raleigh, NC (11 miles from Morrisville, NC)
- 7 days ago
- Raleigh, NC (11 miles from Morrisville, NC)
- 7 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. Merrill...
Private Client Banker - Oberlin Rd - Raleigh, NC
- Raleigh, NC (11 miles from Morrisville, NC)
- 8 days ago
- Raleigh, NC (11 miles from Morrisville, NC)
- 8 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 (11 miles from Morrisville, NC)
- 9 days ago
- Raleigh, NC (11 miles from Morrisville, NC)
- 9 days ago
COASTAL FEDERAL C.U. Financial Advisor - 03055 in Raleigh , North Carolina Job Title:Financial Advisor Position Location:Raleigh, NC. Hybrid role. Must live locally. Your impact: The Financial...
Financial Advisor Trainee - PCG (Cary, NC)
- Cary, NC (7 miles from Morrisville, NC)
- 10 days ago
- Cary, NC (7 miles from Morrisville, NC)
- 10 days ago
Financial Advisor Trainee - PCG (Cary, NC) locations Cary, North Carolina - United States time type Full time posted on Posted 30+ Days Ago job requisition id R-0001054 Job Description Job...
Financial Advisor for the North Carolina 911 Board
- Raleigh, NC (11 miles from Morrisville, NC)
- 10 days ago
- Raleigh, NC (11 miles from Morrisville, NC)
- 10 days ago
Looking to take the next step in your career? Want to help shape the Future of Emergency Response in North Carolina? Are you passionate about public safety or IT Infrastructure and have a talent...
Private Client Banker - (New Build) Pittsboro - Chapel Hill, NC
- Chapel Hill, NC (14 miles from Morrisville, NC)
- 11 days ago
- Chapel Hill, NC (14 miles from Morrisville, NC)
- 11 days ago
JobID: 210596530 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-03-03T16:33:11+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
Client Relationship Manager - LifeSciences - North Carolina
- Durham, NC (10 miles from Morrisville, NC)
- 17 days ago
- Durham, NC (10 miles from Morrisville, NC)
- 17 days ago
Client Relationship Manager - LifeSciences Location: Durham, North Carolina About Cognizant Cognizant is one of the world's leading professional services companies, helping clients become...
Retail Personal Banker Associate I - Cary
- Cary, NC (7 miles from Morrisville, NC)
- 24 days ago
- Cary, NC (7 miles from Morrisville, NC)
- 24 days ago
Banker job family....
- Durham, NC (10 miles from Morrisville, NC)
- 30+ days ago
- Durham, NC (10 miles from Morrisville, NC)
- 30+ days ago
Banker job family....
Demographic Data for Morrisville, NC
Moving to Morrisville, NC? Find some basic demographic data about Morrisville, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Morrisville, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Morrisville, 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
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