Personal Banker Jobs in Davidson, NC
Financial Advisor (Annuity Team), UBS Wealth Advice Center
- Charlotte, NC (19 miles from Davidson, NC)
- 3 hours ago
- Charlotte, NC (19 miles from Davidson, NC)
- 3 hours 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 (19 miles from Davidson, NC)
- 3 hours ago
- Charlotte, NC (19 miles from Davidson, NC)
- 3 hours 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...
- Huntersville, NC (6 miles from Davidson, NC)
- 14 hours ago
- Huntersville, NC (6 miles from Davidson, NC)
- 14 hours 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....
Personal Banker North Mecklenburg
- Cornelius, NC (3 miles from Davidson, NC)
- 2 days ago
- Cornelius, NC (3 miles from Davidson, NC)
- 2 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....
Global Corporate Trust Client Relationship Manager
- Charlotte, NC (19 miles from Davidson, NC)
- 5 days ago
- Charlotte, NC (19 miles from Davidson, NC)
- 5 days ago
At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
- Charlotte, NC (19 miles from Davidson, NC)
- 5 days ago
- Charlotte, NC (19 miles from Davidson, NC)
- 5 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...
Bilingual Personal Banker - Sugaw Creek (Charlotte, NC)
- Charlotte, NC (19 miles from Davidson, NC)
- 9 days ago
- Charlotte, NC (19 miles from Davidson, 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....
Financial Advisor Team Manager (Institutional Benefits), UBS Wealth Ad
- Charlotte, NC (19 miles from Davidson, NC)
- 11 days ago
- Charlotte, NC (19 miles from Davidson, NC)
- 11 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...
Private Client Banker - Steele Creek Branch - Charlotte, NC
- Charlotte, NC (19 miles from Davidson, NC)
- 13 days ago
- Charlotte, NC (19 miles from Davidson, NC)
- 13 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...
- Charlotte, NC (19 miles from Davidson, NC)
- 15 days ago
- Charlotte, NC (19 miles from Davidson, NC)
- 15 days ago
The Personal Banker performs problem resolution and may also process transactions in a back-up capacity....
- Charlotte, NC (19 miles from Davidson, NC)
- 19 days ago
- Charlotte, NC (19 miles from Davidson, NC)
- 19 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....
Financial Advisor, Senior Associate
- Charlotte, NC (19 miles from Davidson, NC)
- 26 days ago
- Charlotte, NC (19 miles from Davidson, NC)
- 26 days ago
About the Role: Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX. In this role, you will...
Financial Advisor- Build your own legacy
- Charlotte, NC (19 miles from Davidson, NC)
- 30+ days ago
- Charlotte, NC (19 miles from Davidson, NC)
- 30+ days ago
Financial Advisor – Build and Own Your Legacy Location: [Specify City/Region or "Flexible/Remote"] Are you looking for a firm where your values align with those of the organization? A place...
- Charlotte, NC (19 miles from Davidson, NC)
- 30+ days ago
- Charlotte, NC (19 miles from Davidson, NC)
- 30+ days ago
SUMMARY: The position of Roving Personal Banker is responsible for ensuring the customer’s needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate...
Retail Personal Banker Associate I-Arboretum
- Charlotte, NC (19 miles from Davidson, NC)
- 30+ days ago
- Charlotte, NC (19 miles from Davidson, NC)
- 30+ days ago
Banker job family....
Demographic Data for Davidson, NC
Moving to Davidson, NC? Find some basic demographic data about Davidson, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Davidson, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Davidson, 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
- Wealth Management
- BSA
- Nationwide Mortgage Licensing System & Registry
- Cross Selling
- Securities and Exchange Commission
- Investment Banking
- Client Relationships
- Lending
- Investment Management
- Mortgage Processing
- Financial Planning
- Financial Services
- Fraud Investigation
- Compensation and Benefits
- Business Planning
- Notary Public
- Customer Satisfaction
- Cash Handling
- Relationship Management
- Referrals
- Inbound/Outbound Calling
- Risk Management
- Customer Relations
- High School Diploma
- Retail
- Military Background
- Listening
- Written Communication
- Negotiation
- Telephone Skills
- Flexibility
- Coaching
- Reporting
- Sales
- Employee Development
- 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