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)
- 3 days ago
- Fuquay Varina, NC (22 miles from Morrisville, NC)
- 3 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 08-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Financial Representative-NC
- Eagle Rock, NC (24 miles from Morrisville, NC)
- 1 day ago
- Eagle Rock, NC (24 miles from Morrisville, NC)
- 1 day ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote WorkPersonal Banker Chapel Hill Franklin Street
- Chapel Hill, NC (14 miles from Morrisville, NC)
- 3 days ago
- Chapel Hill, NC (14 miles from Morrisville, 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....
Financial Advisor - Fuquay Varina, NC - Market 27, Region 284
- Fuquay Varina, NC (22 miles from Morrisville, NC)
- 3 days ago
- Fuquay Varina, NC (22 miles from Morrisville, NC)
- 3 days ago
This job posting is anticipated to remain open for 30 days, from 08-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
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Private Client Banker - Carraway Village - Chapel Hill, NC
- Chapel Hill, NC (14 miles from Morrisville, NC)
- 3 days ago
- Chapel Hill, NC (14 miles from Morrisville, NC)
- 3 days ago
JobID: 210624836 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-05-07T21:01:11+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
Float Personal Banker Associate I - Triangle West
- Cary, NC (7 miles from Morrisville, NC)
- 4 days ago
- Cary, NC (7 miles from Morrisville, NC)
- 4 days ago
Banker job family....
- Raleigh, NC (11 miles from Morrisville, NC)
- 4 days ago
- Raleigh, NC (11 miles from Morrisville, NC)
- 4 days ago
This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors....
- Garner, NC (20 miles from Morrisville, NC)
- 5 days ago
- Garner, NC (20 miles from Morrisville, NC)
- 5 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....
Float Personal Banker Associate I - Triangle East Region
- Raleigh, NC (11 miles from Morrisville, NC)
- 7 days ago
- Raleigh, NC (11 miles from Morrisville, NC)
- 7 days ago
Banker job family....
- Raleigh, NC (11 miles from Morrisville, NC)
- 8 days ago
- Raleigh, NC (11 miles from Morrisville, NC)
- 8 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- Durham, NC (10 miles from Morrisville, NC)
- 9 days ago
- Durham, NC (10 miles from Morrisville, NC)
- 9 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....
This job posting is anticipated to remain open for 30 days, from 01-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
General Information Req # WD00081854 Career area: Sales Country/Region: United States of America State: North Carolina City: Morrisville Date: Thursday, May 1, 2025 Working time: Full-time...
Private Client Banker - Wallbrook - Rolesville, NC
- Raleigh, NC (11 miles from Morrisville, NC)
- 14 days ago
- Raleigh, NC (11 miles from Morrisville, 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...
- Raleigh, NC (11 miles from Morrisville, NC)
- 15 days ago
- Raleigh, NC (11 miles from Morrisville, NC)
- 15 days ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
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
- 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
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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