Personal Banker Jobs in Bal Harbour, 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.
- Fort Lauderdale, FL (15 miles from Bal Harbour, FL)
- 20 hours ago
- Fort Lauderdale, FL (15 miles from Bal Harbour, FL)
- 20 hours ago
McKinnon Wright Wealth Management: Associate Financial Advisor - Relationship Manager: What we are looking for The Person Someone that has a talent and passion for investments and financial planning...
- Fort Lauderdale, FL (15 miles from Bal Harbour, FL)
- 21 hours ago
- Fort Lauderdale, FL (15 miles from Bal Harbour, FL)
- 21 hours ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
- Fort Lauderdale, FL (15 miles from Bal Harbour, FL)
- 21 hours ago
- Fort Lauderdale, FL (15 miles from Bal Harbour, FL)
- 21 hours ago
This Role Changes Lives-Starting with Yours. You didn't get into this business to cold call. You got in to make a difference-and to make a great living doing it. If you're a proven closer who...
Personal Banker SAFE Act- Bilingual English/Spanish Preferred- Tamiami Branch
- Miami, FL (9 miles from Bal Harbour, FL)
- 2 days ago
- Miami, FL (9 miles from Bal Harbour, FL)
- 2 days ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
Personal Banker - Lincoln Rd - Miami Beach, FL
- Miami Beach, FL (9 miles from Bal Harbour, FL)
- 3 days ago
- Miami Beach, FL (9 miles from Bal Harbour, FL)
- 3 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....
- Miami, FL (9 miles from Bal Harbour, FL)
- 3 days ago
- Miami, FL (9 miles from Bal Harbour, FL)
- 3 days ago
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud...
Personal Banker II or Senior - Doral
- Doral, FL (12 miles from Bal Harbour, FL)
- 3 days ago
- Doral, FL (12 miles from Bal Harbour, FL)
- 3 days ago
lending...
Transitional Financial Advisor - Aventura, FL
- Aventura, FL (3 miles from Bal Harbour, FL)
- 4 days ago
- Aventura, FL (3 miles from Bal Harbour, FL)
- 4 days ago
management business development techniques, products, services and overall industry....
Personal Banker SAFE ACT- Bilingual English/Spanish Preferred- Bird Road Branch
- Miami, FL (9 miles from Bal Harbour, FL)
- 4 days ago
- Miami, FL (9 miles from Bal Harbour, FL)
- 4 days ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
- Oakland Park, FL (16 miles from Bal Harbour, FL)
- 4 days ago
- Oakland Park, FL (16 miles from Bal Harbour, FL)
- 4 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Oakland Park, FL. Bilingual Spanish preferred....
Financial Advisor - Weston, FL
- Weston, FL (21 miles from Bal Harbour, FL)
- 5 days ago
- Weston, FL (21 miles from Bal Harbour, FL)
- 5 days ago
management business development techniques, products, services and overall industry....
- Coral Gables, FL (14 miles from Bal Harbour, FL)
- 5 days ago
- Coral Gables, FL (14 miles from Bal Harbour, FL)
- 5 days ago
Location : On site at location listed in job posting. Summary: We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on...
- Ft Lauderdale, FL (15 miles from Bal Harbour, FL)
- 6 days ago
- Ft Lauderdale, FL (15 miles from Bal Harbour, FL)
- 6 days ago
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing...
Personal Banker Bilingual Pembroke Pines
- Pembroke Pines, FL (8 miles from Bal Harbour, FL)
- 6 days ago
- Pembroke Pines, FL (8 miles from Bal Harbour, 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 Skylake Branch, North Miami Beach, FL - Haitian-Creole Speaker Desired
- North Miami Beach, FL (3 miles from Bal Harbour, FL)
- 8 days ago
- North Miami Beach, FL (3 miles from Bal Harbour, 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....
Demographic Data for Bal Harbour, FL
Moving to Bal Harbour, FL? Find some basic demographic data about Bal Harbour, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Bal Harbour, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Bal Harbour, 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 Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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