Personal Banker Jobs in Bonita 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.
- Naples, FL (13 miles from Bonita Springs, FL)
- 16 hours ago
- Naples, FL (13 miles from Bonita Springs, FL)
- 16 hours ago
The company holds more than $200 billion of client assets as a part of its wealth management and investment services....
- Fort Myers, FL (21 miles from Bonita Springs, FL)
- 2 days ago
- Fort Myers, FL (21 miles from Bonita Springs, FL)
- 2 days ago
Financial Advisor HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets...
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 (13 miles from Bonita Springs, FL)
- 2 days ago
- Naples, FL (13 miles from Bonita Springs, FL)
- 2 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....
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 - Park Shore - Naples, FL
- Naples, FL (13 miles from Bonita Springs, FL)
- 4 days ago
- Naples, FL (13 miles from Bonita Springs, FL)
- 4 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 (13 miles from Bonita Springs, FL)
- 10 days ago
- Naples, FL (13 miles from Bonita Springs, 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....
Investment Executive (Financial Advisor) Southwest, FL
- Fort Myers, FL (17 miles from Bonita Springs, FL)
- 11 days ago
- Fort Myers, FL (17 miles from Bonita Springs, 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:...
Investment Executive (Financial Advisor) Southwest, FL
- Naples, FL (13 miles from Bonita Springs, FL)
- 12 days ago
- Naples, FL (13 miles from Bonita Springs, FL)
- 12 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:...
- Fort Myers, FL (21 miles from Bonita Springs, FL)
- 15 days ago
- Fort Myers, FL (21 miles from Bonita Springs, FL)
- 15 days ago
This individual delivers comprehensive wealth management solutions for individuals, families, and business owners....
- Naples, FL (14 miles from Bonita Springs, FL)
- 16 days ago
- Naples, FL (14 miles from Bonita Springs, FL)
- 16 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations to identify appropriate financial solutions....
Private Client Banker - Cape Coral Pkwy and Chiquita Blvd - Coral, FL
- Cape Coral, FL (20 miles from Bonita Springs, FL)
- 17 days ago
- Cape Coral, FL (20 miles from Bonita Springs, FL)
- 17 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Personal Banker Associate I - Estero Area
- Fort Myers, FL (21 miles from Bonita Springs, FL)
- 22 days ago
- Fort Myers, FL (21 miles from Bonita Springs, FL)
- 22 days ago
Banker job family....
Personal Banker Associate I - Spanish Speaking - Highly Preferred
- Fort Myers, FL (21 miles from Bonita Springs, FL)
- 24 days ago
- Fort Myers, FL (21 miles from Bonita Springs, FL)
- 24 days ago
Banker job family....
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...
Demographic Data for Bonita Springs, FL
Moving to Bonita Springs, FL? Find some basic demographic data about Bonita Springs, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Bonita Springs, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Bonita Springs, 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
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 »