Personal Banker Jobs in Doral, 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.
JPMorgan Private Client Relationship Manager - Miami, FL
- Miami, FL (6 miles from Doral, FL)
- 1 day ago
- Miami, FL (6 miles from Doral, FL)
- 1 day ago
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships...
Financial Advisor - Weston, FL
- Weston, FL (22 miles from Doral, FL)
- 3 days ago
- Weston, FL (22 miles from Doral, FL)
- 3 days ago
management business development techniques, products, services and overall industry....
Personal Banker-Bilingual Spanish Speaker Preferred-Galleria, Fort Lauderdale, FL
- Fort Lauderdale, FL (24 miles from Doral, FL)
- 4 days ago
- Fort Lauderdale, FL (24 miles from Doral, 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-South Florida 2 Broward Northeast District
- Fort Lauderdale, FL (24 miles from Doral, FL)
- 4 days ago
- Fort Lauderdale, FL (24 miles from Doral, 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....
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Personal Banker Roving Dade -Broward East District, FL
- Aventura, FL (14 miles from Doral, FL)
- 4 days ago
- Aventura, FL (14 miles from Doral, FL)
- 4 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 Bilingual Pembroke Pines
- Pembroke Pines, FL (14 miles from Doral, FL)
- 4 days ago
- Pembroke Pines, FL (14 miles from Doral, 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 SAFE Act - Bilingual English/Spanish Preferred - Bayfront Branch
- Miami, FL (6 miles from Doral, FL)
- 5 days ago
- Miami, FL (6 miles from Doral, FL)
- 5 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....
Investment Executive (Financial Advisor) Southeast Florida
- Pembroke Pines, FL (14 miles from Doral, FL)
- 5 days ago
- Pembroke Pines, FL (14 miles from Doral, FL)
- 5 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:...
Personal Banker (Travel) - North Miami Beach
- North Miami Beach, FL (14 miles from Doral, FL)
- 6 days ago
- North Miami Beach, FL (14 miles from Doral, FL)
- 6 days ago
management and merchant services Knowledge of consumer lending...
Personal Banker-Bilingual Spanish Speaker Preferred-West Hollywood-Hollywood, FL
- Hollywood, FL (18 miles from Doral, FL)
- 10 days ago
- Hollywood, FL (18 miles from Doral, FL)
- 10 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 (6 miles from Doral, FL)
- 10 days ago
- Miami, FL (6 miles from Doral, FL)
- 10 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Personal Banker I - Hialeah Gardens
- Hialeah Gardens, FL (6 miles from Doral, FL)
- 11 days ago
- Hialeah Gardens, FL (6 miles from Doral, FL)
- 11 days ago
Personal Banker I - Hialeah Gardens Synovus - 3.3 Hialeah Gardens, FL Job Details Full-time Estimated: $39.9K - $50.2K a year 5 hours ago Qualifications Sales Customer service Microsoft Office High...
Personal Banker Skylake Branch-Haitian-Creole Speaker Desired-North Miami Beach, FL
- North Miami Beach, FL (14 miles from Doral, FL)
- 11 days ago
- North Miami Beach, FL (14 miles from Doral, FL)
- 11 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 I - Hialeah Gardens
- Hialeah, FL (4 miles from Doral, FL)
- 11 days ago
- Hialeah, FL (4 miles from Doral, FL)
- 11 days ago
Job Summary Entry-level banking role to build proficiency in transactional, and service functions. Operates as a multi-functional team member with the ability to process transactions, provide...
- Hollywood, FL (18 miles from Doral, FL)
- 12 days ago
- Hollywood, FL (18 miles from Doral, FL)
- 12 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Demographic Data for Doral, FL
Moving to Doral, FL? Find some basic demographic data about Doral, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Doral, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Doral, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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