Personal Banker Jobs in Winter Garden, 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 - Orlando, FL
- Orlando, FL (12 miles from Winter Garden, FL)
- 1 day ago
- Orlando, FL (12 miles from Winter Garden, FL)
- 1 day 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...
Personal Banker Gateway Commons Kissimmee FL
- Kissimmee, FL (20 miles from Winter Garden, FL)
- 2 days ago
- Kissimmee, FL (20 miles from Winter Garden, 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....
- Maitland, FL (14 miles from Winter Garden, FL)
- 2 days ago
- Maitland, FL (14 miles from Winter Garden, FL)
- 2 days ago
ARE YOU...?...tired of working for "big box financial"?...working with a limited number of products and services, finding yourself handcuffed to a proprietary minimum?...confident in your...
Personal Banker East Metro Orlando Goldenrod
- Winter Park, FL (14 miles from Winter Garden, FL)
- 5 days ago
- Winter Park, FL (14 miles from Winter Garden, FL)
- 5 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....
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Personal Banker East Metro Orlando Hoffner
- Orlando, FL (12 miles from Winter Garden, FL)
- 5 days ago
- Orlando, FL (12 miles from Winter Garden, FL)
- 5 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 - Career Change Opportunity
- Eustis, FL (21 miles from Winter Garden, FL)
- 5 days ago
- Eustis, FL (21 miles from Winter Garden, FL)
- 5 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...
Vice President- Financial Advisor
- Orlando, FL (12 miles from Winter Garden, FL)
- 13 days ago
- Orlando, FL (12 miles from Winter Garden, FL)
- 13 days ago
Post Vice President- Financial Advisor Job Category: Wealth Management Requisition Number: VICEP002579 Posting Details Posted: February 26, 2025 Full-Time On-site Locations Showing 1 location...
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
- Orlando, FL (12 miles from Winter Garden, FL)
- 18 days ago
- Orlando, FL (12 miles from Winter Garden, FL)
- 18 days ago
Banker job family....
Financial Advisor & Broker Leadership Opportunity - Nationwide
- Orlando, FL (12 miles from Winter Garden, FL)
- 21 days ago
- Orlando, FL (12 miles from Winter Garden, FL)
- 21 days ago
Financial Advisor & Broker Leadership Opportunity - Nationwide Non-disclosed Orlando, United States Posted 1 day ago Remote Job Permanent Competitive Financial Advisor & Broker Leadership...
- Lake Mary, FL (19 miles from Winter Garden, FL)
- 23 days ago
- Lake Mary, FL (19 miles from Winter Garden, FL)
- 23 days ago
Our growing client is adding a Client Service Consultant to its team! Now is a great time to join a local, rapidly-expanding executive benefits marketplace firm, which prides itself on its design...
- Orlando, FL (12 miles from Winter Garden, FL)
- 23 days ago
- Orlando, FL (12 miles from Winter Garden, FL)
- 23 days ago
Work on small groups (pods) of Financial Advisors focused on partnership with Premier Bankers, Preferred Advisors, and Retail Banking leadership to facilitate training and referrals into the team....
Private Client Banker - New Build - North Davenport - Davenport, FL
- Kissimmee, FL (20 miles from Winter Garden, FL)
- 30+ days ago
- Kissimmee, FL (20 miles from Winter Garden, FL)
- 30+ days 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...
Personal Banker (Travel) - Windermere, Winter Park, Lake Mary, Apopka, Longwood and Lake Nona
- Apopka, FL (7 miles from Winter Garden, FL)
- 30+ days ago
- Apopka, FL (7 miles from Winter Garden, FL)
- 30+ days ago
Travel Personal Bankers travel to designated branches based on staffing and scheduling needs performing required Personal Banker duties and responsibilities....
Personal Banker (Travel) - Windermere, Winter Park, Lake Mary, Apopka, Longwood and Lake Nona
- Windermere, FL (6 miles from Winter Garden, FL)
- 30+ days ago
- Windermere, FL (6 miles from Winter Garden, FL)
- 30+ days ago
Travel Personal Bankers travel to designated branches based on staffing and scheduling needs performing required Personal Banker duties and responsibilities....
Demographic Data for Winter Garden, FL
Moving to Winter Garden, FL? Find some basic demographic data about Winter Garden, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Winter Garden, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Winter Garden, 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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Here are some other career titles that require similar skills
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