Personal Banker Jobs in Pineville, 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.

1-15 of 30 Jobs

Financial Advisor - Career Change Opportunity

  • Lake Wylie, SC (17 miles from Pineville, NC)
  • 16 days ago
  • Lake Wylie, SC (17 miles from Pineville, NC)
  • 16 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...

HFA Financial Advisor Senior - Branch

  • Charlotte, NC (10 miles from Pineville, NC)
  • 6 hours ago
  • Charlotte, NC (10 miles from Pineville, NC)
  • 6 hours ago

Description Summary: The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become...

Remote Work

Financial Advisor - Gastonia, NC

  • Gastonia, NC (22 miles from Pineville, NC)
  • 17 hours ago
  • Gastonia, NC (22 miles from Pineville, NC)
  • 17 hours 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- Steele Creek

  • Charlotte, NC (10 miles from Pineville, NC)
  • 1 day ago
  • Charlotte, NC (10 miles from Pineville, NC)
  • 1 day ago

Banker job family....

Financial Advisor (Annuity Team), UBS Wealth Advice Center

  • Charlotte, NC (10 miles from Pineville, NC)
  • 2 days ago
  • Charlotte, NC (10 miles from Pineville, NC)
  • 2 days 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 (10 miles from Pineville, NC)
  • 2 days ago
  • Charlotte, NC (10 miles from Pineville, NC)
  • 2 days 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...

Personal Banker II

  • Huntersville, NC (23 miles from Pineville, NC)
  • 2 days ago
  • Huntersville, NC (23 miles from Pineville, NC)
  • 2 days 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....

Financial Advisor

  • Charlotte, NC (10 miles from Pineville, NC)
  • 8 days ago
  • Charlotte, NC (10 miles from Pineville, NC)
  • 8 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...

Associate Personal Banker - Wedgewood Square Branch

  • Rock Hill, SC (15 miles from Pineville, NC)
  • 8 days ago
  • Rock Hill, SC (15 miles from Pineville, NC)
  • 8 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 - Paid Training Provided

  • Lake Wylie, SC (17 miles from Pineville, NC)
  • 9 days ago
  • Lake Wylie, SC (17 miles from Pineville, NC)
  • 9 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...

Bilingual Personal Banker - Sugaw Creek (Charlotte, NC)

  • Charlotte, NC (10 miles from Pineville, NC)
  • 11 days ago
  • Charlotte, NC (10 miles from Pineville, NC)
  • 11 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 (10 miles from Pineville, NC)
  • 14 days ago
  • Charlotte, NC (10 miles from Pineville, NC)
  • 14 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...

Financial Advisor

  • Lake Wylie, SC (17 miles from Pineville, NC)
  • 16 days ago
  • Lake Wylie, SC (17 miles from Pineville, NC)
  • 16 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...

Personal Banker - University

  • Charlotte, NC (10 miles from Pineville, NC)
  • 17 days ago
  • Charlotte, NC (10 miles from Pineville, NC)
  • 17 days ago

The Personal Banker performs problem resolution and may also process transactions in a back-up capacity....

CAC Financial Advisor

  • Charlotte, NC (10 miles from Pineville, NC)
  • 21 days ago
  • Charlotte, NC (10 miles from Pineville, NC)
  • 21 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....

Demographic Data for Pineville, NC

Moving to Pineville, NC? Find some basic demographic data about Pineville, NC below.


Local
National
12,411
662
Medium/Sm

Personal Banker Online Courses and Training Opportunities

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Personal Branding
Public perception of an individual is generally based on the individuals actions and achievements. Leaders and individuals project themselves as different and thereby influence public perception....
Personal Finance
The Personal Finance Professional Certificate is designed for individuals to build financial literacy, one of the most pressing needs Americans face today. Financial decisions made by individuals...
Psychology of Personal Growth
Learn to understand personal growth from a comparative perspective. Want to learn about how you become who you are, but not sure where to kick off that journey? This is a fantastic course for you....

Salary for Personal Banker Jobs in Pineville, NC

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireBanking research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Banker positions.



Highest Education Level

Personal Bankers in Pineville, NC offer the following education background
Bachelor's Degree
39.8%
High School or GED
20.4%
Master's Degree
14.1%
Associate's Degree
12.8%
Vocational Degree or Certification
8.7%
Some College
2.7%
Doctorate Degree
0.9%
Some High School
0.6%

Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Bankers in Pineville, NC
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%



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