Personal Banker Jobs in Apollo Beach, 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 - Seminole Branch (Seminole, FL)
- Seminole, FL (24 miles from Apollo Beach, FL)
- 1 day ago
- Seminole, FL (24 miles from Apollo Beach, FL)
- 1 day ago
Working in a team environment, the Personal Banker/Customer Service Representative III will work in a Retail Branch location assisting customers with banking transactions on the Platform, in the Teller...
Retail Personal Banker Associate I
- Bradenton, FL (23 miles from Apollo Beach, FL)
- 1 day ago
- Bradenton, FL (23 miles from Apollo Beach, FL)
- 1 day ago
Banker job family....
Associate Personal Banker (SAFE) - Downtown - St. Petersburg, FL
- St Petersburg, FL (14 miles from Apollo Beach, FL)
- 3 days ago
- St Petersburg, FL (14 miles from Apollo Beach, FL)
- 3 days ago
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader were a global trailblazer committed to driving innovation, empowering...
Private Client Banker - Hillsborough and Armenia - Tampa, FL Bilingual (Spanish/English) Required
- Tampa, FL (13 miles from Apollo Beach, FL)
- 5 days ago
- Tampa, FL (13 miles from Apollo Beach, FL)
- 5 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Bilingual Spanish - Personal Banker Bilingual Spanish - Personal Banker
- Temple Terrace, FL (19 miles from Apollo Beach, FL)
- 8 days ago
- Temple Terrace, FL (19 miles from Apollo Beach, FL)
- 8 days ago
Bilingual Spanish - Personal Banker PNC Financial Services Group 3.6 ( ) Temple Terrace, FL Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive...
Investment Executive (Financial Advisor) Southwest, FL
- Saint Petersburg, FL (14 miles from Apollo Beach, FL)
- 11 days ago
- Saint Petersburg, FL (14 miles from Apollo Beach, FL)
- 11 days ago
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION:...
Roving Personal Banker - Clearwater District
- Saint Petersburg, FL (14 miles from Apollo Beach, FL)
- 13 days ago
- Saint Petersburg, FL (14 miles from Apollo Beach, FL)
- 13 days ago
strongWhy Wes Fargo:/strongbrbrAre yo ookng for more? Fnd t here. At Wes Fargo, we beeve that a meanngf career s mch more than jst a job. t's abot fndng a of the eements that hep yo thrve, n one...
- Tampa, FL (13 miles from Apollo Beach, FL)
- 16 days ago
- Tampa, FL (13 miles from Apollo Beach, FL)
- 16 days ago
Originate consumer lending applications including home equity lending (NMLS registered)....
Bilingual Spanish - Personal Banker
- Temple Terrace, FL (19 miles from Apollo Beach, FL)
- 16 days ago
- Temple Terrace, FL (19 miles from Apollo Beach, FL)
- 16 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Temple Terrace, FL 33617. Bilingual Spanish Required....
- Saint Petersburg, FL (14 miles from Apollo Beach, FL)
- 29 days ago
- Saint Petersburg, FL (14 miles from Apollo Beach, FL)
- 29 days ago
This job posting is anticipated to remain open for 30 days, from 18-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banking Advisor - New Tampa - Tampa, FL
- Tampa, FL (13 miles from Apollo Beach, FL)
- 30+ days ago
- Tampa, FL (13 miles from Apollo Beach, FL)
- 30+ days ago
Job Title: Personal Banking Advisor Primary Location: 17635 Bruce B Downs Blvd, Tampa, FL 33647 Employee Status: full-time hourly Estimated Hours/Week: 38 Remote: No % of Travel for the Position:...
Float Personal Banking Advisor - Tampa, FL
- Temple Terrace, FL (19 miles from Apollo Beach, FL)
- 30+ days ago
- Temple Terrace, FL (19 miles from Apollo Beach, FL)
- 30+ days ago
Float Personal Banking Advisor Primary Location: 5140 E Fowler Ave, Tampa FL 33617 Employee Status: full-time hourly Estimated Hours/Week: 38 Remote: No % of Travel for the Position: More than 50%...
Personal Banking Advisor - Sun City Ctr, FL
- Sun City Ctr, FL (3 miles from Apollo Beach, FL)
- 30+ days ago
- Sun City Ctr, FL (3 miles from Apollo Beach, FL)
- 30+ days ago
Job Title: Personal Banking Advisor Primary Location: 1653 Sun City Ctr Plaza, Sun City Ctr, FL 33573 Employee Status: full-time hourly Estimated Hours/Week: 38 Remote: No % of Travel for the...
Financial Advisor, Truist Investment Services, Tampa, FL
- Tampa, FL (13 miles from Apollo Beach, FL)
- 30+ days ago
- Tampa, FL (13 miles from Apollo Beach, FL)
- 30+ 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 Banking Advisor - Tampa, FL
- Tampa, FL (13 miles from Apollo Beach, FL)
- 30+ days ago
- Tampa, FL (13 miles from Apollo Beach, FL)
- 30+ days ago
Job Title: Float Personal Banking Advisor Primary Location: 5140 E Fowler Ave, Tampa FL 33617 Employee Status: full-time hourly Estimated Hours/Week: 38 Remote: No % of Travel for the Position:...
Demographic Data for Apollo Beach, FL
Moving to Apollo Beach, FL? Find some basic demographic data about Apollo Beach, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Apollo Beach, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Apollo Beach, 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
- Business Planning
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Listening
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »