Personal Banker Jobs in Alafaya, 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 Associate I - West Orlando, FL
- Orlando, FL (16 miles from Alafaya, FL)
- 5 days ago
- Orlando, FL (16 miles from Alafaya, FL)
- 5 days ago
Banker job family....
Bilingual Spanish - Personal Banker
- Orlando, FL (16 miles from Alafaya, FL)
- 8 days ago
- Orlando, FL (16 miles from Alafaya, FL)
- 8 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Orlando, FL 32803. Bilingual Spanish Required....
Client Relationship Manager, Corporate Trust
- Orlando, FL (16 miles from Alafaya, FL)
- 13 days ago
- Orlando, FL (16 miles from Alafaya, FL)
- 13 days ago
Client Relationship Manager, Corporate Trust Location: Remote Florida What you'll do: As a Client Relationship Manager III you'll be responsible for managing significant client relationships and...
Remote WorkPersonal Banker-East Metro Orlando, FL
- Orlando, FL (16 miles from Alafaya, FL)
- 14 days ago
- Orlando, FL (16 miles from Alafaya, 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....
Private Client Banker - E Church & Orange Ave. - Orlando, FL
- Orlando, FL (16 miles from Alafaya, FL)
- 14 days ago
- Orlando, FL (16 miles from Alafaya, FL)
- 14 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Private Client Relationship Manager
- Orlando, FL (16 miles from Alafaya, FL)
- 30+ days ago
- Orlando, FL (16 miles from Alafaya, FL)
- 30+ days ago
Location: On site as described in posting. Summary As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth Clients. You are...
- Orlando, FL (16 miles from Alafaya, FL)
- 45+ days ago
- Orlando, FL (16 miles from Alafaya, FL)
- 45+ days ago
Who We Are About Ascend At Ascend, we understand the struggles that accounting & finance professionals face in traditional public accounting firms - from rigid hierarchies, overwhelming workloads,...
Financial Advisor, Truist Investment Services, Orlando, FL
- Orlando, FL (16 miles from Alafaya, FL)
- 45+ days ago
- Orlando, FL (16 miles from Alafaya, FL)
- 45+ days ago
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
Float Personal Banker Associate - North Central Florida Region Orlando
- Altamonte Springs, FL (17 miles from Alafaya, FL)
- 60+ days ago
- Altamonte Springs, FL (17 miles from Alafaya, FL)
- 60+ days ago
Banker job family....
Float Personal Banker Associate - Orlando South
- Orlando, FL (16 miles from Alafaya, FL)
- 60+ days ago
- Orlando, FL (16 miles from Alafaya, FL)
- 60+ days ago
Banker job family....
- Lake Mary, FL (20 miles from Alafaya, FL)
- 60+ days ago
- Lake Mary, FL (20 miles from Alafaya, FL)
- 60+ days ago
This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors....
Merrill Experienced Financial Advisor
- Orlando, FL (16 miles from Alafaya, FL)
- 90+ days ago
- Orlando, FL (16 miles from Alafaya, FL)
- 90+ 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. Merrill...
Financial Advisor - FL Orlando, Mt. Dora, Kissimmee, Daytona Beach, and Melbourne (5125)
- Orlando, FL (16 miles from Alafaya, FL)
- 90+ days ago
- Orlando, FL (16 miles from Alafaya, FL)
- 90+ days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing...
Financial Advisor - Orlando, FL
- Orlando, FL (16 miles from Alafaya, FL)
- 90+ days ago
- Orlando, FL (16 miles from Alafaya, FL)
- 90+ 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 Alafaya, FL
Moving to Alafaya, FL? Find some basic demographic data about Alafaya, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Alafaya, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Alafaya, FL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Personal Banker
- Consultative Sales
- Flexibility
- Retail Banking
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- Customer Relations
- High School Diploma
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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