Personal Banker Jobs in New Port Richey, 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.
Personal Banker II (20 Hours, Benefit Eligible) - Gulf to Bay
- Clearwater, FL (18 miles from New Port Richey, FL)
- 22 hours ago
- Clearwater, FL (18 miles from New Port Richey, FL)
- 22 hours ago
management and merchant services Knowledge of consumer lending...
Personal Banker - Indian Rocks Branch, Largo FL
- Largo, FL (22 miles from New Port Richey, FL)
- 3 days ago
- Largo, FL (22 miles from New Port Richey, 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....
Investment Counselor (Financial Advisor Alternative)
- Clearwater, FL (18 miles from New Port Richey, FL)
- 3 days ago
- Clearwater, FL (18 miles from New Port Richey, 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...
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Dunedin, FL (15 miles from New Port Richey, FL)
- 5 days ago
- Dunedin, FL (15 miles from New Port Richey, FL)
- 5 days ago
Management team where you will manage your own roster of our high-net-worth clients....
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- Carrollwood, FL (18 miles from New Port Richey, FL)
- 6 days ago
- Carrollwood, FL (18 miles from New Port Richey, FL)
- 6 days ago
Personal Banker 4.0 4.0 out of 5 stars Carrollwood, FL Come join our GTE Financial team! We are looking for a customer-focused individual to join our team....
- Clearwater, FL (18 miles from New Port Richey, FL)
- 6 days ago
- Clearwater, FL (18 miles from New Port Richey, FL)
- 6 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 II - Odessa, FL
- Odessa, FL (11 miles from New Port Richey, FL)
- 13 days ago
- Odessa, FL (11 miles from New Port Richey, FL)
- 13 days ago
Banker job family....
Personal Banker - Clearwater District, Clearwater FL
- Clearwater, FL (18 miles from New Port Richey, FL)
- 14 days ago
- Clearwater, FL (18 miles from New Port Richey, FL)
- 14 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....
- Weeki Wachee, FL (18 miles from New Port Richey, FL)
- 16 days ago
- Weeki Wachee, FL (18 miles from New Port Richey, FL)
- 16 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
- Clearwater, FL (18 miles from New Port Richey, FL)
- 19 days ago
- Clearwater, FL (18 miles from New Port Richey, FL)
- 19 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Clearwater, FL 33761. Bilingual Spanish Preferred....
- Clearwater, FL (14 miles from New Port Richey, FL)
- 20 days ago
- Clearwater, FL (14 miles from New Port Richey, FL)
- 20 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Clearwater, FL 33761. Bilingual Spanish Preferred....
Float Personal Banker I - Full Time - Tampa West Region
- Palm Harbor, FL (11 miles from New Port Richey, FL)
- 20 days ago
- Palm Harbor, FL (11 miles from New Port Richey, FL)
- 20 days ago
Banker job family....
Merrill Market Client Relationship Manager
- Clearwater, FL (18 miles from New Port Richey, FL)
- 60+ days ago
- Clearwater, FL (18 miles from New Port Richey, FL)
- 60+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
- Clearwater, FL (18 miles from New Port Richey, FL)
- 90+ days ago
- Clearwater, FL (18 miles from New Port Richey, FL)
- 90+ days ago
Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you...
Demographic Data for New Port Richey, FL
Moving to New Port Richey, FL? Find some basic demographic data about New Port Richey, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in New Port Richey, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in New Port Richey, 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- 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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