Personal Banker Jobs in Bradenton, FL
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.
- Venice, FL (21 miles from Bradenton, FL)
- 2 days ago
- Venice, FL (21 miles from Bradenton, FL)
- 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....
- Venice, FL (21 miles from Bradenton, FL)
- 4 days ago
- Venice, FL (21 miles from Bradenton, FL)
- 4 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....
Personal Banker Venetian Gateway
- Venice, FL (21 miles from Bradenton, FL)
- 4 days ago
- Venice, FL (21 miles from Bradenton, FL)
- 4 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....
Personal Banker Sarasota City Center
- Sarasota, FL (6 miles from Bradenton, FL)
- 4 days ago
- Sarasota, FL (6 miles from Bradenton, FL)
- 4 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....
Investment Executive (Financial Advisor) Southwest, FL
- Sarasota, FL (6 miles from Bradenton, FL)
- 6 days ago
- Sarasota, FL (6 miles from Bradenton, FL)
- 6 days ago
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION:...
Private Client Banker - Northport West Villages - Venice, FL
- Venice, FL (21 miles from Bradenton, FL)
- 6 days ago
- Venice, FL (21 miles from Bradenton, FL)
- 6 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...
Personal Banker II or Sr - Sarasota Main St ($1K Signing Bonus)
- Sarasota, FL (6 miles from Bradenton, FL)
- 13 days ago
- Sarasota, FL (6 miles from Bradenton, FL)
- 13 days ago
Job Summary Serves as the front-line point of contact for retail branch customers executing activities required to meet sales and service needs of customers and branch goals and objectives....
Roving Personal Banker Bradenton District
- Palmetto, FL (10 miles from Bradenton, FL)
- 13 days ago
- Palmetto, FL (10 miles from Bradenton, FL)
- 13 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Personal Banker I (Entry Level) - South Sarasota
- Sarasota, FL (6 miles from Bradenton, FL)
- 13 days ago
- Sarasota, FL (6 miles from Bradenton, FL)
- 13 days ago
Job Summary Entry-level banking role to build proficiency in transaction, sales and service functions. Operates as a multi-functional team member with the ability to process transactions, provide...
- Venice, FL (21 miles from Bradenton, FL)
- 18 days ago
- Venice, FL (21 miles from Bradenton, FL)
- 18 days ago
Banker job family....
- Sarasota, FL (8 miles from Bradenton, FL)
- 25 days ago
- Sarasota, FL (8 miles from Bradenton, FL)
- 25 days ago
Banker job family....
Personal Banker Bilingual Palmetto
- Palmetto, FL (10 miles from Bradenton, FL)
- 45+ days ago
- Palmetto, FL (10 miles from Bradenton, FL)
- 45+ 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....
Merrill Market Client Relationship Manager
- Sarasota, FL (6 miles from Bradenton, FL)
- 45+ days ago
- Sarasota, FL (6 miles from Bradenton, FL)
- 45+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
- Venice, FL (21 miles from Bradenton, FL)
- 90+ days ago
- Venice, FL (21 miles from Bradenton, FL)
- 90+ days ago
This individual delivers comprehensive wealth management solutions for individuals, families, and business owners....
- Sarasota, FL (6 miles from Bradenton, FL)
- 30+ days ago
- Sarasota, FL (6 miles from Bradenton, FL)
- 30+ days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations to identify appropriate financial solutions....
Demographic Data for Bradenton, FL
Moving to Bradenton, FL? Find some basic demographic data about Bradenton, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Bradenton, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Bradenton, FL 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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