Personal Banker Jobs in Palm Harbor, 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 (6 miles from Palm Harbor, FL)
- 22 hours ago
- Clearwater, FL (6 miles from Palm Harbor, FL)
- 22 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 (22 miles from Palm Harbor, FL)
- 22 hours ago
- Saint Petersburg, FL (22 miles from Palm Harbor, FL)
- 22 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 (20 miles from Palm Harbor, FL)
- 1 day ago
- Tampa, FL (20 miles from Palm Harbor, FL)
- 1 day 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 (22 miles from Palm Harbor, FL)
- 1 day ago
- Saint Petersburg, FL (22 miles from Palm Harbor, 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 (16 miles from Palm Harbor, FL)
- 1 day ago
- Carrollwood, FL (16 miles from Palm Harbor, 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 (4 miles from Palm Harbor, FL)
- 1 day ago
- Clearwater, FL (4 miles from Palm Harbor, 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....
Float Personal Banker I - Full Time - Tampa West Region
- New Port Richey, FL (11 miles from Palm Harbor, FL)
- 2 days ago
- New Port Richey, FL (11 miles from Palm Harbor, FL)
- 2 days ago
Banker job family....
Personal Banker Temple Terrace
- Temple Terrace, FL (22 miles from Palm Harbor, FL)
- 2 days ago
- Temple Terrace, FL (22 miles from Palm Harbor, 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....
Personal Banker Tampa Summerfield
- Tampa, FL (20 miles from Palm Harbor, FL)
- 2 days ago
- Tampa, FL (20 miles from Palm Harbor, 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....
Financial Advisor - Acquisition Sales (VCS) - Tampa, FL
- Tampa, FL (20 miles from Palm Harbor, FL)
- 2 days ago
- Tampa, FL (20 miles from Palm Harbor, 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 (6 miles from Palm Harbor, FL)
- 3 days ago
- Clearwater, FL (6 miles from Palm Harbor, 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....
Customer Relationship Manager L1
- Tampa, FL (20 miles from Palm Harbor, FL)
- 3 days ago
- Tampa, FL (20 miles from Palm Harbor, FL)
- 3 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...
Personal Banker Central St. Petersburg
- Saint Petersburg, FL (22 miles from Palm Harbor, FL)
- 4 days ago
- Saint Petersburg, FL (22 miles from Palm Harbor, 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....
- Tampa, FL (20 miles from Palm Harbor, FL)
- 4 days ago
- Tampa, FL (20 miles from Palm Harbor, 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....
- Tampa, FL (20 miles from Palm Harbor, FL)
- 8 days ago
- Tampa, FL (20 miles from Palm Harbor, FL)
- 8 days ago
A leading comprehensive engineering design and consulting firm, SSR provides innovative solutions for clients with facility and infrastructure challenges. To achieve client needs, SSR has multiple...
Demographic Data for Palm Harbor, FL
Moving to Palm Harbor, FL? Find some basic demographic data about Palm Harbor, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Palm Harbor, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Palm Harbor, 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
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