Personal Banker Jobs in Cape Coral, 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 Myers, FL (5 miles from Cape Coral, FL)
- 2 days ago
- Fort Myers, FL (5 miles from Cape Coral, 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....
Personal Banker South Fort Myers
- Fort Myers, FL (5 miles from Cape Coral, FL)
- 2 days ago
- Fort Myers, FL (5 miles from Cape Coral, 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....
- Bonita Springs, FL (20 miles from Cape Coral, FL)
- 4 days ago
- Bonita Springs, FL (20 miles from Cape Coral, FL)
- 4 days ago
Financial Advisor Location: Bonita Springs, FL (On-site) Salary: Based on experience Terms: Full-time Summary: The Financial Advisor develops tailored financial plans to help clients achieve their...
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....
- Bonita Springs, FL (20 miles from Cape Coral, FL)
- 13 days ago
- Bonita Springs, FL (20 miles from Cape Coral, FL)
- 13 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations to identify appropriate financial solutions....
Personal Banker I - Punta Gorda
- Punta Gorda, FL (24 miles from Cape Coral, FL)
- 15 days ago
- Punta Gorda, FL (24 miles from Cape Coral, FL)
- 15 days ago
Job Summary Entry-level banking role to build proficiency in transactional, and service functions. Operates as a multi-functional team member with the ability to process transactions, provide...
Roving Personal Banker Lee District
- Fort Myers, FL (5 miles from Cape Coral, FL)
- 24 days ago
- Fort Myers, FL (5 miles from Cape Coral, FL)
- 24 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Personal Banker Associate 1 - Punta Gorda DeNovo
- Punta Gorda, FL (24 miles from Cape Coral, FL)
- 29 days ago
- Punta Gorda, FL (24 miles from Cape Coral, FL)
- 29 days ago
Banker job family....
Personal Banker Associate II - Punta Gorda DeNovo
- Punta Gorda, FL (24 miles from Cape Coral, FL)
- 29 days ago
- Punta Gorda, FL (24 miles from Cape Coral, FL)
- 29 days ago
Banker job family....
- Fort Myers, FL (5 miles from Cape Coral, FL)
- 45+ days ago
- Fort Myers, FL (5 miles from Cape Coral, FL)
- 45+ 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...
- Bonita Springs, FL (20 miles from Cape Coral, FL)
- 45+ days ago
- Bonita Springs, FL (20 miles from Cape Coral, FL)
- 45+ 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....
Investment Executive (Financial Advisor) Southwest, FL
- Fort Myers, FL (7 miles from Cape Coral, FL)
- 45+ days ago
- Fort Myers, FL (7 miles from Cape Coral, FL)
- 45+ 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
- Fort Myers, FL (5 miles from Cape Coral, FL)
- 45+ days ago
- Fort Myers, FL (5 miles from Cape Coral, FL)
- 45+ 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:...
This individual delivers comprehensive wealth management solutions for individuals, families, and business owners....
Financial Advisor - Fort Myers, FL and Surrounding areas
- Fort Myers, FL (5 miles from Cape Coral, FL)
- 90+ days ago
- Fort Myers, FL (5 miles from Cape Coral, 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...
Demographic Data for Cape Coral, FL
Moving to Cape Coral, FL? Find some basic demographic data about Cape Coral, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Cape Coral, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Cape Coral, 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
- Certified Financial Planner
- Check Cashing
- 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
- Investigation
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Regulations
- Reporting
- 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 »