Personal Banker Jobs in Brandon, 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.
- Tampa, FL (10 miles from Brandon, FL)
- 15 hours ago
- Tampa, FL (10 miles from Brandon, FL)
- 15 hours ago
Leverage expertise in personal and business financial planning, guiding members through complex financial decisions such as investments, retirement planning, insurance needs, and wealth management strategies...
Personal Banker Associate I - Lutz, FL
- Lutz, FL (18 miles from Brandon, FL)
- 16 hours ago
- Lutz, FL (18 miles from Brandon, FL)
- 16 hours ago
Banker job family....
Financial Advisor - Tampa/St. Petersburg, FL
- Tampa, FL (10 miles from Brandon, FL)
- 2 days ago
- Tampa, FL (10 miles from Brandon, FL)
- 2 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...
Personal Financial Representative
- Saint Petersburg, FL (24 miles from Brandon, FL)
- 3 days ago
- Saint Petersburg, FL (24 miles from Brandon, FL)
- 3 days ago
Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility, and access to new customers. We're looking...
Private Client Banker - Providence and Bloomingdale - Riverview, FL
- Riverview, FL (6 miles from Brandon, FL)
- 5 days ago
- Riverview, FL (6 miles from Brandon, FL)
- 5 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...
- Lakeland, FL (24 miles from Brandon, FL)
- 7 days ago
- Lakeland, FL (24 miles from Brandon, FL)
- 7 days ago
Come join our GTE Financial team! We are looking for a customer-focused individual to join our team. The Member Relationship Officer will ensure members' needs are achieved by conducting a...
Personal Banker Associate I - Wesley Chapel, FL Areas
- Wesley Chapel, FL (18 miles from Brandon, FL)
- 8 days ago
- Wesley Chapel, FL (18 miles from Brandon, FL)
- 8 days ago
Banker job family....
- St Petersburg, FL (24 miles from Brandon, FL)
- 8 days ago
- St Petersburg, FL (24 miles from Brandon, FL)
- 8 days ago
Management team where you will manage your own roster of our high-net-worth clients....
AMP Financial Advisor Trainee- Saint Petersburg, FL
- Saint Petersburg, FL (24 miles from Brandon, FL)
- 10 days ago
- Saint Petersburg, FL (24 miles from Brandon, FL)
- 10 days ago
Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of...
Merrill Experienced Financial Advisor
- Tampa, FL (10 miles from Brandon, FL)
- 16 days ago
- Tampa, FL (10 miles from Brandon, FL)
- 16 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
- Tampa, FL (10 miles from Brandon, FL)
- 19 days ago
- Tampa, FL (10 miles from Brandon, FL)
- 19 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 Analyst, Engagement Financial Advisor
- Tampa, FL (10 miles from Brandon, FL)
- 20 days ago
- Tampa, FL (10 miles from Brandon, FL)
- 20 days ago
Position Summary Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk...
Client Relationship Manager - Florida
- Tampa, FL (10 miles from Brandon, FL)
- 21 days ago
- Tampa, FL (10 miles from Brandon, FL)
- 21 days ago
Client Relationship Manager - Florida **General Information** Req # WD00082684 Career area: Sales Country/Region: United States of America State: North Carolina City: Morrisville Date: Wednesday,...
US E EA - Consultant, Engagement Financial Advisor - Financial Planning & Analysis - EFA
- Tampa, FL (10 miles from Brandon, FL)
- 23 days ago
- Tampa, FL (10 miles from Brandon, FL)
- 23 days ago
Deloittes Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. As a...
- Sun City Center, FL (17 miles from Brandon, FL)
- 24 days ago
- Sun City Center, FL (17 miles from Brandon, FL)
- 24 days ago
Financial Advisor At Osaic, we're committed to securing every person's immediate and long-term financial goals. We're searching for a qualified financial advisor to join us in providing a balanced...
Demographic Data for Brandon, FL
Moving to Brandon, FL? Find some basic demographic data about Brandon, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Brandon, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Brandon, 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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