Personal Banker Jobs in Cooper City, 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.
Transitional Financial Advisor - Aventura, FL
- Aventura, FL (12 miles from Cooper City, FL)
- 21 hours ago
- Aventura, FL (12 miles from Cooper City, FL)
- 21 hours ago
Work Location: Aventura, Florida, United States of America Hours: 40 Pay Details: $90,000 - $90,000 USD TD is committed to providing fair and equitable compensation opportunities to all...
Personal Banker Lakeside Town Shoppes Branch, Davie, FL
- Davie, FL (6 miles from Cooper City, FL)
- 21 hours ago
- Davie, FL (6 miles from Cooper City, FL)
- 21 hours 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 CG Main Branch, Coral Gables, FL
- Coral Gables, FL (24 miles from Cooper City, FL)
- 1 day ago
- Coral Gables, FL (24 miles from Cooper City, FL)
- 1 day 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 Roving Dade -Broward East District, FL
- Pembroke Pines, FL (6 miles from Cooper City, FL)
- 1 day ago
- Pembroke Pines, FL (6 miles from Cooper City, FL)
- 1 day 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 Associate I - Coquina Denovo FC
- Davie, FL (6 miles from Cooper City, FL)
- 1 day ago
- Davie, FL (6 miles from Cooper City, FL)
- 1 day ago
Banker job family....
Personal Banker Associate I - Plantation Denovo FC
- Plantation, FL (8 miles from Cooper City, FL)
- 1 day ago
- Plantation, FL (8 miles from Cooper City, FL)
- 1 day ago
Banker job family....
Personal Banker Skylake Branch, North Miami Beach, FL
- Miami, FL (20 miles from Cooper City, FL)
- 1 day ago
- Miami, FL (20 miles from Cooper City, FL)
- 1 day 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....
Private Client Banker - Fort Lauderdale Downtown - Fort Lauderdale, FL
- Fort Lauderdale, FL (9 miles from Cooper City, FL)
- 1 day ago
- Fort Lauderdale, FL (9 miles from Cooper City, FL)
- 1 day 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...
- Boca Raton, FL (23 miles from Cooper City, FL)
- 1 day ago
- Boca Raton, FL (23 miles from Cooper City, FL)
- 1 day ago
ARE YOU...?...tired of working for "big box financial"?...working with a limited number of products and services, finding yourself handcuffed to a proprietary minimum?...confident in your...
Financial Advisor - Ft. Lauderdale/Miami/Boca Raton
- Miami, FL (20 miles from Cooper City, FL)
- 1 day ago
- Miami, FL (20 miles from Cooper City, FL)
- 1 day 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...
- Miami, FL (20 miles from Cooper City, FL)
- 2 days ago
- Miami, FL (20 miles from Cooper City, FL)
- 2 days ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
Private Client Banker - Sawgrass- Sunrise, FL
- Sunrise, FL (6 miles from Cooper City, FL)
- 2 days ago
- Sunrise, FL (6 miles from Cooper City, FL)
- 2 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 - Ft. Lauderdale/Miami/Boca Raton
- Boca Raton, FL (23 miles from Cooper City, FL)
- 3 days ago
- Boca Raton, FL (23 miles from Cooper City, FL)
- 3 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...
Personal Banker SAFE Act- Bilingual English/Spanish Preferred- London Square Branch
- Miami, FL (20 miles from Cooper City, FL)
- 3 days ago
- Miami, FL (20 miles from Cooper City, FL)
- 3 days ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
Personal Banker Bilingual Spanish Sunset Strip, Sunrise, FL
- Sunrise, FL (6 miles from Cooper City, FL)
- 3 days ago
- Sunrise, FL (6 miles from Cooper City, FL)
- 3 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....
Demographic Data for Cooper City, FL
Moving to Cooper City, FL? Find some basic demographic data about Cooper City, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Cooper City, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Cooper City, 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
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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