Personal Banker Jobs in Saint Petersburg, 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.
Private Client Banker - CURLEW AND US 19 - Palm Harbor, FL
- Palm Harbor, FL (22 miles from Saint Petersburg, FL)
- 4 hours ago
- Palm Harbor, FL (22 miles from Saint Petersburg, FL)
- 4 hours 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...
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....
- Brandon, FL (24 miles from Saint Petersburg, FL)
- 4 hours ago
- Brandon, FL (24 miles from Saint Petersburg, FL)
- 4 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....
- Brandon, FL (24 miles from Saint Petersburg, FL)
- 4 hours ago
- Brandon, FL (24 miles from Saint Petersburg, FL)
- 4 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....
Personal Banker - Wells Fargo Center - Tampa, FL
- Tampa, FL (16 miles from Saint Petersburg, FL)
- 14 hours ago
- Tampa, FL (16 miles from Saint Petersburg, FL)
- 14 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....
Personal Banker - Downtown St Pete - St Petersburg, FL
- St Petersburg, FL
- 14 hours ago
- St Petersburg, FL
- 14 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....
Investment Counselor (Financial Advisor Alternative)
- Pinellas Park, FL (6 miles from Saint Petersburg, FL)
- 1 day ago
- Pinellas Park, FL (6 miles from Saint Petersburg, FL)
- 1 day 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...
Financial Advisor - Estate Planning
- Ellenton, FL (18 miles from Saint Petersburg, FL)
- 1 day ago
- Ellenton, FL (18 miles from Saint Petersburg, FL)
- 1 day ago
Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an...
- Tampa, FL (16 miles from Saint Petersburg, FL)
- 1 day ago
- Tampa, FL (16 miles from Saint Petersburg, FL)
- 1 day ago
Elevate Your Financial Planning Career in Tampa, FL Are you a Certified Financial Planner (CFP) seeking a role that values your expertise without the pressure of sales quotas? Imagine focusing...
- Tampa, FL (16 miles from Saint Petersburg, FL)
- 1 day ago
- Tampa, FL (16 miles from Saint Petersburg, FL)
- 1 day ago
Our client, a Financial Planning/Consulting organization, located in western Florida, has an immediate need for a Financial Advisor. The Financial Advisor will be responsible for providing expert...
- Tampa, FL (16 miles from Saint Petersburg, FL)
- 1 day ago
- Tampa, FL (16 miles from Saint Petersburg, FL)
- 1 day ago
Our client seeking a dedicated, driven, and licensed Financial Advisor to join their team. They offer extensive resources and support to help you build a successful career in the financial...
- Tampa, FL (16 miles from Saint Petersburg, FL)
- 1 day ago
- Tampa, FL (16 miles from Saint Petersburg, FL)
- 1 day ago
Are you an experienced financial advisor who is tired of the daily grind of prospecting and trying to uncover new clients/assets through grassroots marketing and cold calling? Would you enjoy...
- Tampa, FL (16 miles from Saint Petersburg, FL)
- 1 day ago
- Tampa, FL (16 miles from Saint Petersburg, FL)
- 1 day ago
Elevate Your Financial Advisory Career in Tampa, FL Are you a seasoned financial advisor eager to focus solely on client relationships without the burden of prospecting? Imagine a role where your...
- Tampa, FL (16 miles from Saint Petersburg, FL)
- 1 day ago
- Tampa, FL (16 miles from Saint Petersburg, FL)
- 1 day ago
Cetera Investment Services is looking for a motivated individual to fill the role of a Financial Advisor for Hancock Whitney Financial Consultants located at Hancock Whitney Bank in Tampa, FL. For...
Financial Advisor - Tampa/St. Petersburg, FL
- St Petersburg, FL
- 2 days ago
- St Petersburg, FL
- 2 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...
Demographic Data for Saint Petersburg, FL
Moving to Saint Petersburg, FL? Find some basic demographic data about Saint Petersburg, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Saint Petersburg, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Saint Petersburg, 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
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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