1

Senior Personal Banker Jobs in Raleigh, NC (NOW HIRING)

Senior Trust Advisor

Raleigh, NC · On-site

$132K - $133K/yr

... Bank. GENERAL FUNCTION: The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering high-quality fiduciary solutions to clients. This role involves managing personal ...

Senior Trust Advisor

Raleigh, NC · On-site

$132K - $133K/yr

... Bank. GENERAL FUNCTION: The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering high-quality fiduciary solutions to clients. This role involves managing personal ...

We do not conduct interviews via text or social media or ask for personal or banking information. Regulatory Compliance & Background Screening Discovery Senior Living complies with all applicable ...

next page

Showing results 1-20

Senior Personal Banker information

See Raleigh, NC salary details

$15

$22

$27

How much do senior personal banker jobs pay per hour?

As of Aug 20, 2026, the average hourly pay for senior personal banker in Raleigh, NC is $22.63, according to ZipRecruiter salary data. Most workers in this role earn between $21.25 and $24.52 per hour, depending on experience, location, and employer.

What does a senior personal banker do?

A Senior Personal Banker is a financial professional who assists clients with a range of banking needs, including opening accounts, managing investments, recommending financial products, and providing guidance on loans and mortgages. They often work with high-value clients and handle more complex financial situations than entry-level bankers. Senior Personal Bankers are also responsible for building long-term relationships with clients, ensuring customer satisfaction, and helping clients achieve their financial goals.

What are some typical challenges a senior personal banker might face when managing client portfolios?

Senior Personal Bankers often encounter challenges balancing the diverse financial needs of their clients while adhering to compliance and regulatory standards. They must stay updated on evolving financial products and market trends to provide sound advice, which can be demanding in a fast-paced environment. Additionally, managing high-value client relationships requires strong communication and problem-solving skills, as clients may have complex financial goals or urgent requests. Collaboration with colleagues in lending, investment, and operations teams is also essential to deliver comprehensive solutions.

What are the key skills and qualifications needed to thrive as a senior personal banker, and why are they important?

To thrive as a Senior Personal Banker, you need strong financial acumen, sales expertise, and a background in banking or finance, often supported by a bachelor's degree or relevant certifications. Familiarity with core banking systems, CRM software, and financial compliance tools is typically required. Exceptional interpersonal skills, problem-solving abilities, and a customer-oriented mindset help build lasting client relationships and trust. These skills ensure effective financial guidance, regulatory compliance, and consistent achievement of sales and service goals within a competitive banking environment.

What is the difference between Senior Personal Banker vs Personal Banker?

AspectSenior Personal BankerPersonal Banker
CredentialsTypically requires 3+ years of banking experience, relevant certificationsEntry to mid-level, often requires basic banking experience or certification
Work EnvironmentMore client advisory, complex financial product sales, mentorship rolesCustomer service, account management, basic financial transactions
ResponsibilitiesHandling high-net-worth clients, cross-selling, mentoring junior staffOpening accounts, processing transactions, providing basic financial advice

Senior Personal Bankers generally have more experience, handle complex client needs, and mentor others, whereas Personal Bankers focus on routine banking services and customer support. Both roles are essential in retail banking but differ in scope and responsibilities.

Is a senior personal banker a stressful job?

A senior personal banker role involves managing client relationships, handling financial transactions, and meeting sales targets, which can be demanding and require strong communication and problem-solving skills. The job may involve periods of high workload, especially during busy banking hours or when meeting sales goals, but stress levels vary based on individual resilience and workplace environment.

What is a senior personal banker?

A senior personal banker is a banking professional responsible for managing high-net-worth clients, providing financial advice, and offering a range of banking services. They typically have extensive experience, strong customer service skills, and may hold relevant certifications such as the Series 6 or 7. The role often involves building client relationships, cross-selling banking products, and working in a branch or financial center environment.

What cities near Raleigh, NC are hiring for Senior Personal Banker jobs?

Cities near Raleigh, NC with the most Senior Personal Banker job openings:

Infographic showing various Senior Personal Banker job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 22% Part Time, 1% Temporary, 4% Contract, and 1% Nights. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $41,594 per year, or $20 per hour.

Senior Banker - Capital Boulevard Financial Center

Bank of America

Raleigh, NC • On-site

Full-time

Re-posted 8 days ago


Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 529 frontline employees who took The Breakroom Quiz

51st of 171 rated banks


Job description

Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.
Responsibilities:
  • Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
  • Assists, educates, and trains clients on conducting simple transactions through self-service technologies
  • Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
  • Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
  • Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

Required Qualifications:
  • Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
  • Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
  • Collaborates effectively to get things done, building and nurturing strong relationships
  • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
  • Confident in identifying solutions for helping new and existing clients based on their needs
  • Strong written and verbal communications skills
  • Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)
  • Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
  • Applies strong critical thinking and problem-solving skills to meet clients' needs
  • Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
  • Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)
  • Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance

Desired Qualifications:
  • Associate's Degree or Bachelor's Degree in business, finance or a related field
  • Experience working in a financial center where goals were met or exceeded
  • Retail and/or sales experience in a salary plus incentive environment
  • Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded
  • Experience with financial information, spreadsheets and financial skills
  • Knowledge of banking products and services
  • Strong computer skills including Microsoft applications and previous experience utilizing laptop technology

Skills:
  • Active Listening
  • Business Acumen
  • Customer and Client Focus
  • Oral Communications
  • Problem Solving
  • Account Management
  • Client Experience Branding
  • Client Management
  • Client Solutions Advisory
  • Relationship Building
  • Business Development
  • Pipeline Management
  • Prospecting
  • Referral Identification
  • Referral Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40

What Bank Of America employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


Bank Of America logo

About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Social media