Personal Banker Jobs in Davie, 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.
- Ft Lauderdale, FL (3 miles from Davie, FL)
- 4 hours ago
- Ft Lauderdale, FL (3 miles from Davie, FL)
- 4 hours ago
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing...
Personal Banker Bilingual Pembroke Pines
- Pembroke Pines, FL (6 miles from Davie, FL)
- 5 hours ago
- Pembroke Pines, FL (6 miles from Davie, FL)
- 5 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 Skylake Branch, North Miami Beach, FL - Haitian-Creole Speaker Desired
- North Miami Beach, FL (10 miles from Davie, FL)
- 1 day ago
- North Miami Beach, FL (10 miles from Davie, 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....
- Sunrise, FL (5 miles from Davie, FL)
- 1 day ago
- Sunrise, FL (5 miles from Davie, 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....
Engagement Financial Advisor Analyst
- Miami, FL (21 miles from Davie, FL)
- 2 days ago
- Miami, FL (21 miles from Davie, FL)
- 2 days ago
Position Summary Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk...
Personal Banker-Bilingual Spanish Speaker Preferred-Westview Plaza-Coral Springs, FL
- Coral Springs, FL (13 miles from Davie, FL)
- 3 days ago
- Coral Springs, FL (13 miles from Davie, 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....
- Weston, FL (12 miles from Davie, FL)
- 3 days ago
- Weston, FL (12 miles from Davie, 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....
Personal Banker-Deerfield Beach Branch - Deerfield Beach, FL
- Deerfield Beach, FL (16 miles from Davie, FL)
- 3 days ago
- Deerfield Beach, FL (16 miles from Davie, 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....
Personal Banker-Executive Airport, Ft. Lauderdale, FL
- Ft Lauderdale, FL (3 miles from Davie, FL)
- 3 days ago
- Ft Lauderdale, FL (3 miles from Davie, 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....
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 SAFE Act- Bilingual English/Spanish Preferred- Doral Branch
- Miami, FL (21 miles from Davie, FL)
- 3 days ago
- Miami, FL (21 miles from Davie, 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....
- Aventura, FL (10 miles from Davie, FL)
- 4 days ago
- Aventura, FL (10 miles from Davie, 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....
- Miami, FL (21 miles from Davie, FL)
- 4 days ago
- Miami, FL (21 miles from Davie, 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 Lighthouse Point
- Lighthouse Point, FL (13 miles from Davie, FL)
- 4 days ago
- Lighthouse Point, FL (13 miles from Davie, 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, Coral Way West
- Miami, FL (21 miles from Davie, FL)
- 4 days ago
- Miami, FL (21 miles from Davie, 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....
Demographic Data for Davie, FL
Moving to Davie, FL? Find some basic demographic data about Davie, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Davie, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Davie, 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
- Account Opening
- 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
- Complaint Resolution
- 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
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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