Personal Banker Jobs in Concord, NC
Associate Bank Financial Advisor
- Monroe, NC (21 miles from Concord, NC)
- 1 hour ago
- Monroe, NC (21 miles from Concord, NC)
- 1 hour ago
About this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of...
- Charlotte, NC (20 miles from Concord, NC)
- 3 hours ago
- Charlotte, NC (20 miles from Concord, NC)
- 3 hours 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...
US -C - Engagement Financial Advisor Analyst (FY25 Sourcing) (FY26 FT Hire)
- Charlotte, NC (20 miles from Concord, NC)
- 4 hours ago
- Charlotte, NC (20 miles from Concord, NC)
- 4 hours ago
Deloittes Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. EFAs...
US Experienced Financial Advisor
- Salisbury, NC (23 miles from Concord, NC)
- 1 day ago
- Salisbury, NC (23 miles from Concord, NC)
- 1 day ago
We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model....
Entry Level Financial Advisor - NC, Charlotte (3488)
- Charlotte, NC (20 miles from Concord, NC)
- 1 day ago
- Charlotte, NC (20 miles from Concord, NC)
- 1 day ago
Entry Level Financial Advisor - NC, Charlotte (3488) ( PIN_36674 ) Primary Location : UNITED STATES-NC-Charlotte Organization : Equitable Advisors Description Equitable Advisors is a respected...
Bilingual Spanish -Personal Banker South Park Mall
- Charlotte, NC (20 miles from Concord, NC)
- 4 days ago
- Charlotte, NC (20 miles from Concord, NC)
- 4 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions....
- Charlotte, NC (20 miles from Concord, NC)
- 4 days ago
- Charlotte, NC (20 miles from Concord, NC)
- 4 days ago
We are seeking a highly motivated and experienced Financial Advisor to provide sound financial advice to our diverse clientele. The ideal candidate must have exceptional analytical skills, strong...
- Charlotte, NC (20 miles from Concord, NC)
- 4 days ago
- Charlotte, NC (20 miles from Concord, NC)
- 4 days ago
Location : (Onsite from Day 1) Duration : 4 months then permanent conversion upon obtaining required licenses Hours : Monday to Friday, 8:30 AM - 5:00 PM Program Overview The Financial Advisor...
- New London, NC (18 miles from Concord, NC)
- 6 days ago
- New London, NC (18 miles from Concord, NC)
- 6 days ago
If youre looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial...
Senior Marketing Manager - Wells Fargo Independent Financial Advisor Channel
- Charlotte, NC (20 miles from Concord, NC)
- 7 days ago
- Charlotte, NC (20 miles from Concord, NC)
- 7 days ago
About this role: Wealth and Investment Management (WIM) Marketing plays a key role as a thought leader improving business growth through enhanced client experiences, and delivering measurable...
Financial Advisor - Hickory / Charlotte, NC
- Charlotte, NC (20 miles from Concord, NC)
- 8 days ago
- Charlotte, NC (20 miles from Concord, NC)
- 8 days 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...
- Charlotte, NC (20 miles from Concord, NC)
- 9 days ago
- Charlotte, NC (20 miles from Concord, NC)
- 9 days ago
We value your ambition. Equitable Advisors is currently seeking someone to join our team as a Financial Advisor to fast track their career. As an Equitable Financial Professional, you will: Go...
HFA Financial Advisor Senior - Branch
- Charlotte, NC (20 miles from Concord, NC)
- 10 days ago
- Charlotte, NC (20 miles from Concord, NC)
- 10 days 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 WorkRetail Personal Banker Associate I- Steele Creek
- Charlotte, NC (20 miles from Concord, NC)
- 11 days ago
- Charlotte, NC (20 miles from Concord, NC)
- 11 days ago
Banker job family....
Financial Advisor (Annuity Team), UBS Wealth Advice Center
- Charlotte, NC (20 miles from Concord, NC)
- 12 days ago
- Charlotte, NC (20 miles from Concord, NC)
- 12 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...
Demographic Data for Concord, NC
Moving to Concord, NC? Find some basic demographic data about Concord, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Concord, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Concord, 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
- Dodd-Frank
- Asset Allocation
- Annuities
- Commercial Banking
- Private Banking
- Mutual Funds
- Retail Banking
- Consumer Lending
- BSA
- Nationwide Mortgage Licensing System & Registry
- Wealth Management
- Cross Selling
- Securities and Exchange Commission
- Investment Banking
- Client Relationships
- Lending
- Mortgage Processing
- Investment Management
- Financial Planning
- Financial Services
- Fraud Investigation
- Compensation and Benefits
- Customer Satisfaction
- Notary Public
- Cash Handling
- Referrals
- Relationship Management
- Closing
- Inbound/Outbound Calling
- Risk Management
- Retail
- Customer Relations
- High School Diploma
- Business Development
- Military Background
- Written Communication
- Telephone Skills
- Flexibility
- Coaching
- Interpersonal Skills
- 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