Personal Banker Jobs in Lake Buena Vista, 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.
- Winter Garden, FL (12 miles from Lake Buena Vista, FL)
- 14 hours ago
- Winter Garden, FL (12 miles from Lake Buena Vista, FL)
- 14 hours ago
Company: Valley Bank Location: Winter Garden, FL Career Level: Entry Level Industries: Banking, Insurance, Financial Services Description Responsibilities include, but are not limited to:...
- Apopka, FL (19 miles from Lake Buena Vista, FL)
- 1 day ago
- Apopka, FL (19 miles from Lake Buena Vista, FL)
- 1 day ago
Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S About this role: Wells Fargo is seeking an Associate Personal Banker (...
- Orlando, FL (15 miles from Lake Buena Vista, FL)
- 1 day ago
- Orlando, FL (15 miles from Lake Buena Vista, FL)
- 1 day ago
Work on small groups (pods) of Financial Advisors focused on partnership with Premier Bankers, Preferred Advisors, and Retail Banking leadership to facilitate training and referrals into the team....
Personal Banker Associate I (Clermont, FL)
- Clermont, FL (14 miles from Lake Buena Vista, FL)
- 3 days ago
- Clermont, FL (14 miles from Lake Buena Vista, FL)
- 3 days ago
Banker job family....
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- Orlando, FL (15 miles from Lake Buena Vista, FL)
- 3 days ago
- Orlando, FL (15 miles from Lake Buena Vista, FL)
- 3 days ago
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can...
- Winter Park, FL (19 miles from Lake Buena Vista, FL)
- 3 days ago
- Winter Park, FL (19 miles from Lake Buena Vista, FL)
- 3 days ago
This individual delivers comprehensive wealth management solutions for individuals, families, and business owners....
Personal Banker (Downtown Orlando)
- Orlando, FL (15 miles from Lake Buena Vista, FL)
- 3 days ago
- Orlando, FL (15 miles from Lake Buena Vista, FL)
- 3 days ago
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...
Bilingual Roving Personal Banker - N Metro Orlando
- Winter Park, FL (19 miles from Lake Buena Vista, FL)
- 6 days ago
- Winter Park, FL (19 miles from Lake Buena Vista, FL)
- 6 days ago
Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces to grow your career in the U.S.About this role:Wells Fargo is seeking an Associate Roving Personal Banker...
- Altamonte Springs, FL (22 miles from Lake Buena Vista, FL)
- 7 days ago
- Altamonte Springs, FL (22 miles from Lake Buena Vista, FL)
- 7 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 - Poinciana Branch, Kissimee FL
- Kissimmee, FL (10 miles from Lake Buena Vista, FL)
- 8 days ago
- Kissimmee, FL (10 miles from Lake Buena Vista, FL)
- 8 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 Associate I - Casselberry/East Orlando
- Casselberry, FL (23 miles from Lake Buena Vista, FL)
- 12 days ago
- Casselberry, FL (23 miles from Lake Buena Vista, FL)
- 12 days ago
Banker job family....
Float Personal Banker I - Midwest Orlando Region
- Orlando, FL (15 miles from Lake Buena Vista, FL)
- 14 days ago
- Orlando, FL (15 miles from Lake Buena Vista, FL)
- 14 days ago
Banker job family....
Financial Advisor - FL Orlando, Mt. Dora, Kissimmee, Daytona Beach, and Melbourne (5125)
- Orlando, FL (15 miles from Lake Buena Vista, FL)
- 15 days ago
- Orlando, FL (15 miles from Lake Buena Vista, FL)
- 15 days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
Personal Banker Ocoee and Winter Garden and Orlando (Evergreen)
- Winter Garden, FL (12 miles from Lake Buena Vista, FL)
- 25 days ago
- Winter Garden, FL (12 miles from Lake Buena Vista, FL)
- 25 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....
Private Client Banker - Dixie Village - Orlando, FL
- Orlando, FL (15 miles from Lake Buena Vista, FL)
- 26 days ago
- Orlando, FL (15 miles from Lake Buena Vista, FL)
- 26 days ago
JobID: 210605603 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-04-15T13:33:38+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
Demographic Data for Lake Buena Vista, FL
Moving to Lake Buena Vista, FL? Find some basic demographic data about Lake Buena Vista, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lake Buena Vista, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lake Buena Vista, 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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