Personal Banker Jobs in Altamonte Springs, 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.
- Orlando, FL (8 miles from Altamonte Springs, FL)
- 1 day ago
- Orlando, FL (8 miles from Altamonte Springs, FL)
- 1 day 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 (8 miles from Altamonte Springs, FL)
- 2 days ago
- Orlando, FL (8 miles from Altamonte Springs, FL)
- 2 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...
Bilingual Spanish - Personal Banker
- Orlando, FL (19 miles from Altamonte Springs, FL)
- 3 days ago
- Orlando, FL (19 miles from Altamonte Springs, FL)
- 3 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Orlando, FL 32837. Bilingual Spanish Required....
Bilingual Spanish - Personal Banker
- Orlando, FL (8 miles from Altamonte Springs, FL)
- 3 days ago
- Orlando, FL (8 miles from Altamonte Springs, FL)
- 3 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Orlando, FL 32803. Bilingual Spanish Required....
Personal Banker Associate I - Orlando, FL (Sand Lake Area)
- Orlando, FL (8 miles from Altamonte Springs, FL)
- 5 days ago
- Orlando, FL (8 miles from Altamonte Springs, FL)
- 5 days ago
Banker job family....
Personal Banker-Waterford Lakes Orlando, FL
- Orlando, FL (8 miles from Altamonte Springs, FL)
- 6 days ago
- Orlando, FL (8 miles from Altamonte Springs, FL)
- 6 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....
Personal Banker Associate I - Orlando, FL (Dr. Phillips Area)
- Orlando, FL (8 miles from Altamonte Springs, FL)
- 7 days ago
- Orlando, FL (8 miles from Altamonte Springs, FL)
- 7 days ago
#LI-DS1 Personal Banker Associate I - Orlando, FL (Dr....
Personal Banker Associate I - Windermere, FL Areas
- Windermere, FL (17 miles from Altamonte Springs, FL)
- 7 days ago
- Windermere, FL (17 miles from Altamonte Springs, FL)
- 7 days ago
Banker job family....
- Apopka, FL (9 miles from Altamonte Springs, FL)
- 9 days ago
- Apopka, FL (9 miles from Altamonte Springs, FL)
- 9 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 & Planner - Brokerage/Premier Accounts
- Orlando, FL (8 miles from Altamonte Springs, FL)
- 11 days ago
- Orlando, FL (8 miles from Altamonte Springs, FL)
- 11 days ago
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid...
Personal Banker II (30HR), Benefit Eligible - Apopka
- Apopka, FL (9 miles from Altamonte Springs, FL)
- 11 days ago
- Apopka, FL (9 miles from Altamonte Springs, FL)
- 11 days ago
management and merchant services Knowledge of consumer lending...
- Deland, FL (22 miles from Altamonte Springs, FL)
- 11 days ago
- Deland, FL (22 miles from Altamonte Springs, FL)
- 11 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations to identify appropriate financial solutions....
Personal Banker - South Lake Sumter District (Clermont, Leesburg, Mt Dora, Tavares) FL
- Mount Dora, FL (19 miles from Altamonte Springs, FL)
- 12 days ago
- Mount Dora, FL (19 miles from Altamonte Springs, FL)
- 12 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....
Personal Banker Associate I - Tuskawilla, FL
- Winter Springs, FL (5 miles from Altamonte Springs, FL)
- 14 days ago
- Winter Springs, FL (5 miles from Altamonte Springs, FL)
- 14 days ago
Banker job family....
Personal Banker (Downtown Orlando) - Orlando, FL
- Orlando, FL (8 miles from Altamonte Springs, FL)
- 17 days ago
- Orlando, FL (8 miles from Altamonte Springs, FL)
- 17 days ago
Personal Banker (Downtown Orlando) - Orlando, FL Valley National Bank $17.31 - $28.85 / hr paid time off United States, Florida, Orlando Jun 26, 2025 Back Personal Banker (Downtown Orlando) #25-442...
Demographic Data for Altamonte Springs, FL
Moving to Altamonte Springs, FL? Find some basic demographic data about Altamonte Springs, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Altamonte Springs, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Altamonte Springs, FL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- BSA
- 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
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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