Personal Banker Jobs in Wesley Chapel, 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.
Financial Advisor - Career Change Opportunity
- Dade City, FL (17 miles from Wesley Chapel, FL)
- 4 days ago
- Dade City, FL (17 miles from Wesley Chapel, FL)
- 4 days ago
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
- Saint Leo, FL (8 miles from Wesley Chapel, FL)
- 1 day ago
- Saint Leo, FL (8 miles from Wesley Chapel, FL)
- 1 day ago
Summary Under the general direction of the Student Financial Support Manager, the Student Financial Advisor has overall responsibility for activities related to assisting students with...
Remote Work- Spring Hill, FL (20 miles from Wesley Chapel, FL)
- 1 day ago
- Spring Hill, FL (20 miles from Wesley Chapel, 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....
- Brandon, FL (18 miles from Wesley Chapel, FL)
- 1 day ago
- Brandon, FL (18 miles from Wesley Chapel, 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....
- Brandon, FL (18 miles from Wesley Chapel, FL)
- 1 day ago
- Brandon, FL (18 miles from Wesley Chapel, 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....
Personal Banker - Wells Fargo Center - Tampa, FL
- Tampa, FL (19 miles from Wesley Chapel, FL)
- 1 day ago
- Tampa, FL (19 miles from Wesley Chapel, 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....
- Tampa, FL (19 miles from Wesley Chapel, FL)
- 2 days ago
- Tampa, FL (19 miles from Wesley Chapel, FL)
- 2 days 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 (19 miles from Wesley Chapel, FL)
- 2 days ago
- Tampa, FL (19 miles from Wesley Chapel, FL)
- 2 days 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 (19 miles from Wesley Chapel, FL)
- 2 days ago
- Tampa, FL (19 miles from Wesley Chapel, FL)
- 2 days 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 (19 miles from Wesley Chapel, FL)
- 2 days ago
- Tampa, FL (19 miles from Wesley Chapel, FL)
- 2 days 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 (19 miles from Wesley Chapel, FL)
- 2 days ago
- Tampa, FL (19 miles from Wesley Chapel, FL)
- 2 days 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 (19 miles from Wesley Chapel, FL)
- 2 days ago
- Tampa, FL (19 miles from Wesley Chapel, FL)
- 2 days 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...
- Port Richey, FL (23 miles from Wesley Chapel, FL)
- 3 days ago
- Port Richey, FL (23 miles from Wesley Chapel, FL)
- 3 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations to identify appropriate financial solutions....
- Brandon, FL (18 miles from Wesley Chapel, FL)
- 3 days ago
- Brandon, FL (18 miles from Wesley Chapel, FL)
- 3 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Dade City, FL (17 miles from Wesley Chapel, FL)
- 3 days ago
- Dade City, FL (17 miles from Wesley Chapel, FL)
- 3 days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
Demographic Data for Wesley Chapel, FL
Moving to Wesley Chapel, FL? Find some basic demographic data about Wesley Chapel, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Wesley Chapel, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Wesley Chapel, 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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