Personal Banker Jobs in Barefoot 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 Associate I - Cape Coral - Spanish speaking highly preferred
- Fort Myers, FL (19 miles from Barefoot Beach, FL)
- 1 day ago
- Fort Myers, FL (19 miles from Barefoot Beach, FL)
- 1 day ago
Banker job family....
Financial Advisor & Planner - Brokerage/Premier Accounts
- Naples, FL (14 miles from Barefoot Beach, FL)
- 1 day ago
- Naples, FL (14 miles from Barefoot Beach, FL)
- 1 day 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 Associate I - Verdana DeNovo
- Estero, FL (9 miles from Barefoot Beach, FL)
- 2 days ago
- Estero, FL (9 miles from Barefoot Beach, FL)
- 2 days ago
Banker job family....
Investment Executive (Financial Advisor) Southwest, FL
- Naples, FL (14 miles from Barefoot Beach, FL)
- 2 days ago
- Naples, FL (14 miles from Barefoot Beach, FL)
- 2 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:...
- Naples, FL (14 miles from Barefoot Beach, FL)
- 10 days ago
- Naples, FL (14 miles from Barefoot Beach, FL)
- 10 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....
- Naples, FL (8 miles from Barefoot Beach, FL)
- 10 days ago
- Naples, FL (8 miles from Barefoot Beach, FL)
- 10 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations to identify appropriate financial solutions....
- Fort Myers, FL (16 miles from Barefoot Beach, FL)
- 17 days ago
- Fort Myers, FL (16 miles from Barefoot Beach, FL)
- 17 days ago
Banker job family....
Retail Personal Banker Associate II-Naples
- Naples, FL (14 miles from Barefoot Beach, FL)
- 30+ days ago
- Naples, FL (14 miles from Barefoot Beach, FL)
- 30+ days ago
Banker job family....
- Naples, FL (14 miles from Barefoot Beach, FL)
- 30+ days ago
- Naples, FL (14 miles from Barefoot Beach, FL)
- 30+ days ago
Personal Banker is expected to serve as a mentor to fellow Personal Bankers and to strive to help evolve the processes, procedures and operating environment of their Wealth Management team....
Private Client Financial Advisor - Naples, FL
- Naples, FL (14 miles from Barefoot Beach, FL)
- 45+ days ago
- Naples, FL (14 miles from Barefoot Beach, FL)
- 45+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Bonita Springs, FL (5 miles from Barefoot Beach, FL)
- 60+ days ago
- Bonita Springs, FL (5 miles from Barefoot Beach, FL)
- 60+ 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....
- Cape Coral, FL (16 miles from Barefoot Beach, FL)
- 90+ days ago
- Cape Coral, FL (16 miles from Barefoot Beach, FL)
- 90+ days ago
This individual delivers comprehensive wealth management solutions for individuals, families, and business owners....
- Naples, FL (14 miles from Barefoot Beach, FL)
- 90+ days ago
- Naples, FL (14 miles from Barefoot Beach, FL)
- 90+ days ago
Join Our Team For 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Named one of America's...
Financial Advisor - Fort Myers, FL and Surrounding areas
- Fort Myers, FL (19 miles from Barefoot Beach, FL)
- 90+ days ago
- Fort Myers, FL (19 miles from Barefoot Beach, 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...
- Naples, FL (14 miles from Barefoot Beach, FL)
- 90+ days ago
- Naples, FL (14 miles from Barefoot Beach, FL)
- 90+ 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...
Demographic Data for Barefoot Beach, FL
Moving to Barefoot Beach, FL? Find some basic demographic data about Barefoot Beach, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Barefoot Beach, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Barefoot Beach, 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
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- 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
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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