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 West Orange Osceola
- Orlando, FL (16 miles from Alafaya, FL)
- 8 days ago
- Orlando, FL (16 miles from Alafaya, FL)
- 8 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 - Dixie Village - Orlando, FL
- Orlando, FL (16 miles from Alafaya, FL)
- 10 days ago
- Orlando, FL (16 miles from Alafaya, FL)
- 10 days ago
JobID: 210605603 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-04-15T13:33:38+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
- Winter Park, FL (15 miles from Alafaya, FL)
- 11 days ago
- Winter Park, FL (15 miles from Alafaya, FL)
- 11 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....
Personal Banker - Space Coast North
- Titusville, FL (14 miles from Alafaya, FL)
- 11 days ago
- Titusville, FL (14 miles from Alafaya, FL)
- 11 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....
- Titusville, FL (14 miles from Alafaya, FL)
- 12 days ago
- Titusville, FL (14 miles from Alafaya, FL)
- 12 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Private Client Relationship Manager
- Orlando, FL (16 miles from Alafaya, FL)
- 16 days ago
- Orlando, FL (16 miles from Alafaya, FL)
- 16 days ago
Ensures that appropriate continuing education requirements are met where needed. 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a...
Personal Banker North Metro Orlando
- Altamonte Springs, FL (17 miles from Alafaya, FL)
- 17 days ago
- Altamonte Springs, FL (17 miles from Alafaya, FL)
- 17 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....
- Orlando, FL (16 miles from Alafaya, FL)
- 30+ days ago
- Orlando, FL (16 miles from Alafaya, FL)
- 30+ days ago
They coach military families on how to build aprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized licensing...
Financial Advisor - Orlando, FL
- Orlando, FL (16 miles from Alafaya, FL)
- 30+ days ago
- Orlando, FL (16 miles from Alafaya, FL)
- 30+ 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...
Vice President- Financial Advisor
- Orlando, FL (16 miles from Alafaya, FL)
- 45+ days ago
- Orlando, FL (16 miles from Alafaya, FL)
- 45+ 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 FAIRWINDS...
Financial Advisor - Orlando - Orange County
- Orlando, FL (16 miles from Alafaya, FL)
- 90+ days ago
- Orlando, FL (16 miles from Alafaya, FL)
- 90+ days ago
We're passionate about excellence. Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider...
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
- 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
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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