Personal Banker Jobs in Waxhaw, NC
Technology Client Relationship Manager I/Project Manager I
- Charlotte, NC (21 miles from Waxhaw, NC)
- 1 day ago
- Charlotte, NC (21 miles from Waxhaw, NC)
- 1 day 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...
Private Client Banker - Steele Creek Branch - Charlotte, NC
- Charlotte, NC (21 miles from Waxhaw, NC)
- 3 days ago
- Charlotte, NC (21 miles from Waxhaw, NC)
- 3 days ago
JobID: 210602253 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-04-07T23:18:58+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
Private Client Banker - Farmington Ridge (New Build) - Charlotte,NC NC
- Charlotte, NC (21 miles from Waxhaw, NC)
- 5 days ago
- Charlotte, NC (21 miles from Waxhaw, NC)
- 5 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...
Financial Advisor- Build your own legacy
- Charlotte, NC (21 miles from Waxhaw, NC)
- 13 days ago
- Charlotte, NC (21 miles from Waxhaw, NC)
- 13 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...
Bilingual Spanish -Personal Banker South Park Mall
- Charlotte, NC (21 miles from Waxhaw, NC)
- 22 days ago
- Charlotte, NC (21 miles from Waxhaw, NC)
- 22 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....
Financial Advisor - Hickory / Charlotte, NC
- Charlotte, NC (21 miles from Waxhaw, NC)
- 26 days ago
- Charlotte, NC (21 miles from Waxhaw, NC)
- 26 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...
HFA Financial Advisor Senior - Branch
- Charlotte, NC (21 miles from Waxhaw, NC)
- 28 days ago
- Charlotte, NC (21 miles from Waxhaw, NC)
- 28 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 (21 miles from Waxhaw, NC)
- 29 days ago
- Charlotte, NC (21 miles from Waxhaw, NC)
- 29 days ago
Banker job family....
Financial Advisor (Annuity Team), UBS Wealth Advice Center
- Charlotte, NC (21 miles from Waxhaw, NC)
- 30+ days ago
- Charlotte, NC (21 miles from Waxhaw, NC)
- 30+ days ago
We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank....
Financial Advisor (Legacy Transition Team), UBS Wealth Advice Center
- Charlotte, NC (21 miles from Waxhaw, NC)
- 30+ days ago
- Charlotte, NC (21 miles from Waxhaw, NC)
- 30+ days ago
We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank....
Financial Advisor Team Manager (Institutional Benefits), UBS Wealth Ad
- Charlotte, NC (21 miles from Waxhaw, NC)
- 30+ days ago
- Charlotte, NC (21 miles from Waxhaw, NC)
- 30+ days ago
We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank....
Financial Advisor, Senior Associate
- Charlotte, NC (21 miles from Waxhaw, NC)
- 45+ days ago
- Charlotte, NC (21 miles from Waxhaw, NC)
- 45+ 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...
- Charlotte, NC (21 miles from Waxhaw, NC)
- 60+ days ago
- Charlotte, NC (21 miles from Waxhaw, NC)
- 60+ 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 (21 miles from Waxhaw, NC)
- 60+ days ago
- Charlotte, NC (21 miles from Waxhaw, NC)
- 60+ days ago
Banker job family....
Financial Advisor Team Manager, UBS Wealth Advice Center
- Charlotte, NC (21 miles from Waxhaw, NC)
- 60+ days ago
- Charlotte, NC (21 miles from Waxhaw, NC)
- 60+ days ago
We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank....
Demographic Data for Waxhaw, NC
Moving to Waxhaw, NC? Find some basic demographic data about Waxhaw, NC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Waxhaw, NC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Waxhaw, 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
- Annuities
- Commercial Banking
- Private Banking
- Mutual Funds
- Retail Banking
- Consumer Lending
- BSA
- Nationwide Mortgage Licensing System & Registry
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Investment Banking
- Lending
- Client Relationships
- Mortgage Processing
- Financial Planning
- Financial Services
- Fraud Investigation
- Compensation and Benefits
- Business Planning
- Notary Public
- Customer Satisfaction
- Cash Handling
- Media
- Referrals
- Networking
- General Office Duties
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Retail
- Implementation
- Customer Relations
- Written Communication
- High School Diploma
- Military Background
- Flexibility
- Reporting
- Employee Development
- Sales
- Coaching
- Regulations
- Problem Solving
- Policy Development
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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