Personal Banker Jobs in Wake Forest, 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 Services Specialist (Jr Personal Banker)
- Durham, NC (19 miles from Wake Forest, NC)
- 1 day ago
- Durham, NC (19 miles from Wake Forest, NC)
- 1 day ago
Required Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services Benefits are an integral...
Client Relationship Manager - LifeSciences - North Carolina
- Durham, NC (19 miles from Wake Forest, NC)
- 2 days ago
- Durham, NC (19 miles from Wake Forest, NC)
- 2 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...
Private Client Banker - (New Build) Panther Branch - Garner, NC
- Garner, NC (23 miles from Wake Forest, NC)
- 2 days ago
- Garner, NC (23 miles from Wake Forest, NC)
- 2 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...
Private Client Banker - (New Build) Wendell Falls - Wendell, NC
- Wendell, NC (16 miles from Wake Forest, NC)
- 2 days ago
- Wendell, NC (16 miles from Wake Forest, NC)
- 2 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 (14 miles from Wake Forest, NC)
- 3 days ago
- Raleigh, NC (14 miles from Wake Forest, NC)
- 3 days ago
Job Title: Financial Advisor Position Location: Raleigh, NC. Hybrid role. Must live locally. Your impact: The Financial Advisor will assist members in identifying their financial needs and goals...
- Raleigh, NC (14 miles from Wake Forest, NC)
- 4 days ago
- Raleigh, NC (14 miles from Wake Forest, NC)
- 4 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
Contact Center Personal Banker
- Raleigh, NC (14 miles from Wake Forest, NC)
- 4 days ago
- Raleigh, NC (14 miles from Wake Forest, NC)
- 4 days ago
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote Work- Youngsville, NC (6 miles from Wake Forest, NC)
- 4 days ago
- Youngsville, NC (6 miles from Wake Forest, NC)
- 4 days ago
This job posting is anticipated to remain open for 30 days, from 14-Apr-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
- Raleigh, NC (14 miles from Wake Forest, NC)
- 5 days ago
- Raleigh, NC (14 miles from Wake Forest, NC)
- 5 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
Technology Client Relationship Manager I/Project Manager I
- Durham, NC (19 miles from Wake Forest, NC)
- 8 days ago
- Durham, NC (19 miles from Wake Forest, NC)
- 8 days ago
A leading comprehensive engineering design and consulting firm, SSR provides innovative solutions for clients with facility and infrastructure challenges. To achieve client needs, SSR has multiple...
- Durham, NC (19 miles from Wake Forest, NC)
- 9 days ago
- Durham, NC (19 miles from Wake Forest, NC)
- 9 days ago
As a Principal Financial Advisor, you will lead and manage enterprise-wide efforts to deliver analytical insights, enforce financial discipline, and produce business outputs that drive our...
Financial Advisor - Coastal Credit Union
- Raleigh, NC (14 miles from Wake Forest, NC)
- 15 days ago
- Raleigh, NC (14 miles from Wake Forest, NC)
- 15 days ago
Credit Union Financial Advisor - Coastal Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to...
Retail Personal Banker Associate II
- Raleigh, NC (14 miles from Wake Forest, NC)
- 21 days ago
- Raleigh, NC (14 miles from Wake Forest, NC)
- 21 days ago
Banker job family....
Retail Personal Banker Associate II - Cary
- Cary, NC (19 miles from Wake Forest, NC)
- 22 days ago
- Cary, NC (19 miles from Wake Forest, NC)
- 22 days ago
Banker job family....
- Durham, NC (19 miles from Wake Forest, NC)
- 22 days ago
- Durham, NC (19 miles from Wake Forest, NC)
- 22 days ago
Title:** Client Relationship Manager **Job Purpose:** The Client Relationship Manager will provide a consistently high level of service to a customer through the provision of a dedicated central...
Demographic Data for Wake Forest, NC
Moving to Wake Forest, NC? Find some basic demographic data about Wake Forest, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Wake Forest, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Wake Forest, 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
- Mortgage Lending
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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