Personal Banker Jobs in Fort Myers, 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.
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....
Financial Advisor HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets...
- Bonita Springs, FL (21 miles from Fort Myers, FL)
- 18 days ago
- Bonita Springs, FL (21 miles from Fort Myers, FL)
- 18 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....
Investment Executive (Financial Advisor) Southwest, FL
- Fort Myers, FL (4 miles from Fort Myers, FL)
- 25 days ago
- Fort Myers, FL (4 miles from Fort Myers, FL)
- 25 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:...
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Investment Executive (Financial Advisor) Southwest, FL
- Fort Myers, FL
- 27 days ago
- Fort Myers, FL
- 27 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 - Cape Coral Pkwy and Chiquita Blvd - Coral, FL
- Cape Coral, FL (5 miles from Fort Myers, FL)
- 30+ days ago
- Cape Coral, FL (5 miles from Fort Myers, FL)
- 30+ 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...
Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly...
Banker job family....
- Cape Coral, FL (5 miles from Fort Myers, FL)
- 30+ days ago
- Cape Coral, FL (5 miles from Fort Myers, FL)
- 30+ days ago
This individual delivers comprehensive wealth management solutions for individuals, families, and business owners....
Personal Banker Associate I - Spanish Speaking - Highly Preferred
- Fort Myers, FL
- 30+ days ago
- Fort Myers, FL
- 30+ days ago
Banker job family....
- Bonita Springs, FL (21 miles from Fort Myers, FL)
- 45+ days ago
- Bonita Springs, FL (21 miles from Fort Myers, FL)
- 45+ days ago
They coach military families on how to build aprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized licensing...
Financial Advisor - Fort Myers, FL and Surrounding areas
- Fort Myers, FL
- 60+ days ago
- Fort Myers, FL
- 60+ 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...
- Fort Myers, FL (4 miles from Fort Myers, FL)
- 60+ days ago
- Fort Myers, FL (4 miles from Fort Myers, FL)
- 60+ days ago
Banker job family....
Demographic Data for Fort Myers, FL
Moving to Fort Myers, FL? Find some basic demographic data about Fort Myers, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Fort Myers, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Fort Myers, 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
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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