Personal Banker Jobs in Macdill Afb, 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.
- Clearwater, FL (18 miles from Macdill Afb, FL)
- 5 hours ago
- Clearwater, FL (18 miles from Macdill Afb, FL)
- 5 hours ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Clearwater, FL 33761. Bilingual Spanish Preferred....
Personal Banker - Downtown St Pete - St Petersburg, FL
- Saint Petersburg, FL (8 miles from Macdill Afb, FL)
- 6 hours ago
- Saint Petersburg, FL (8 miles from Macdill Afb, FL)
- 6 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....
Engagement Financial Advisor Analyst
- Tampa, FL (7 miles from Macdill Afb, FL)
- 7 hours ago
- Tampa, FL (7 miles from Macdill Afb, FL)
- 7 hours 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...
Investment Executive (Financial Advisor) St. Petersburg, FL
- Saint Petersburg, FL (8 miles from Macdill Afb, FL)
- 1 day ago
- Saint Petersburg, FL (8 miles from Macdill Afb, FL)
- 1 day 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:...
- Carrollwood, FL (15 miles from Macdill Afb, FL)
- 1 day ago
- Carrollwood, FL (15 miles from Macdill Afb, FL)
- 1 day ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Tampa, FL 33618. Bilingual Spanish Preferred....
- Clearwater, FL (17 miles from Macdill Afb, FL)
- 1 day ago
- Clearwater, FL (17 miles from Macdill Afb, FL)
- 1 day ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Clearwater, FL 33761. Bilingual Spanish Preferred....
Personal Banker Tampa Summerfield
- Riverview, FL (12 miles from Macdill Afb, FL)
- 1 day ago
- Riverview, FL (12 miles from Macdill Afb, 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....
Float Personal Banker I - Full Time - Tampa West Region
- Palm Harbor, FL (21 miles from Macdill Afb, FL)
- 1 day ago
- Palm Harbor, FL (21 miles from Macdill Afb, FL)
- 1 day ago
Banker job family....
Personal Banker Temple Terrace
- Temple Terrace, FL (15 miles from Macdill Afb, FL)
- 1 day ago
- Temple Terrace, FL (15 miles from Macdill Afb, 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....
Financial Advisor - Acquisition Sales (VCS) - Tampa, FL
- Tampa, FL (7 miles from Macdill Afb, FL)
- 2 days ago
- Tampa, FL (7 miles from Macdill Afb, FL)
- 2 days ago
Virtual Advisor (MSVA) is Morgan Stanley's wealth management offering for mass affluent clients with a specific focus in the coveted Next-Gen retail space....
Personal Banker Largo Tri City
- Clearwater, FL (18 miles from Macdill Afb, FL)
- 2 days ago
- Clearwater, FL (18 miles from Macdill Afb, FL)
- 2 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....
Customer Relationship Manager L1
- Tampa, FL (7 miles from Macdill Afb, FL)
- 2 days ago
- Tampa, FL (7 miles from Macdill Afb, FL)
- 2 days ago
Requisition Number: 198706 Job Description Cintas is seeking a Customer Relationship Manager L1 to serve as a liaison between Cintas customers, sales and all business units. Responsibilities...
Investment Counselor (Financial Advisor Alternative)
- Ruskin, FL (10 miles from Macdill Afb, FL)
- 3 days ago
- Ruskin, FL (10 miles from Macdill Afb, FL)
- 3 days ago
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our...
Personal Banker Central St. Petersburg
- Saint Petersburg, FL (8 miles from Macdill Afb, FL)
- 3 days ago
- Saint Petersburg, FL (8 miles from Macdill Afb, 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....
- Tampa, FL (7 miles from Macdill Afb, FL)
- 4 days ago
- Tampa, FL (7 miles from Macdill Afb, FL)
- 4 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....
Demographic Data for Macdill Afb, FL
Moving to Macdill Afb, FL? Find some basic demographic data about Macdill Afb, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Macdill Afb, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Macdill Afb, 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
- 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
- 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
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »