Personal Banker Jobs in Casselberry, 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.
Client Relationship Manager, Corporate Trust
- Orlando, FL (8 miles from Casselberry, FL)
- 4 hours ago
- Orlando, FL (8 miles from Casselberry, FL)
- 4 hours ago
Client Relationship Manager, Corporate Trust Location: Remote Florida What you'll do: As a Client Relationship Manager III you'll be responsible for managing significant client relationships and...
Remote WorkPersonal Banker-North Metro Orlando, FL
- Winter Park, FL (5 miles from Casselberry, FL)
- 13 hours ago
- Winter Park, FL (5 miles from Casselberry, FL)
- 13 hours 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....
- Lake Mary, FL (7 miles from Casselberry, FL)
- 1 day ago
- Lake Mary, FL (7 miles from Casselberry, FL)
- 1 day ago
You will spend most of your time as a personal banker, engaging customers in sales conversations to identify appropriate financial solutions....
Personal Banker-East Metro Orlando, FL
- Orlando, FL (8 miles from Casselberry, FL)
- 1 day ago
- Orlando, FL (8 miles from Casselberry, FL)
- 1 day 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....
Private Client Banker - Isleworth - Windermere, FL
- Windermere, FL (19 miles from Casselberry, FL)
- 1 day ago
- Windermere, FL (19 miles from Casselberry, FL)
- 1 day ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Private Client Banker - E Church & Orange Ave. - Orlando, FL
- Orlando, FL (8 miles from Casselberry, FL)
- 1 day ago
- Orlando, FL (8 miles from Casselberry, FL)
- 1 day ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Ocoee, FL (14 miles from Casselberry, FL)
- 3 days ago
- Ocoee, FL (14 miles from Casselberry, 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....
Private Client Banker - Tuscawilla - Winter Springs, FL
- Winter Springs, FL (2 miles from Casselberry, FL)
- 7 days ago
- Winter Springs, FL (2 miles from Casselberry, FL)
- 7 days ago
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Bilingual Spanish - Personal Banker Bilingual Spanish - Personal Banker
- Orlando, FL (8 miles from Casselberry, FL)
- 7 days ago
- Orlando, FL (8 miles from Casselberry, FL)
- 7 days ago
Bilingual Spanish - Personal Banker PNC Financial Services Group 3.6 ( ) Orlando, FL Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive management...
- Orlando, FL (8 miles from Casselberry, FL)
- 7 days ago
- Orlando, FL (8 miles from Casselberry, FL)
- 7 days ago
Relationship Manager I - Business Banking Virtual Client PNC Financial Services Group 3.6 ( ) Orlando, FL Why you should apply for a job to PNC Financial Services Group : Ranked as one of the...
Personal Banker Associate I - Orlando, FL (Lake Nona Area)
- Orlando, FL (8 miles from Casselberry, FL)
- 11 days ago
- Orlando, FL (8 miles from Casselberry, FL)
- 11 days ago
Banker job family....
Private Client Relationship Manager
- Orlando, FL (8 miles from Casselberry, FL)
- 24 days ago
- Orlando, FL (8 miles from Casselberry, FL)
- 24 days ago
Location: On site as described in posting. Summary As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth Clients. You are...
- Orlando, FL (8 miles from Casselberry, FL)
- 30+ days ago
- Orlando, FL (8 miles from Casselberry, FL)
- 30+ days ago
Who We Are About Ascend At Ascend, we understand the struggles that accounting & finance professionals face in traditional public accounting firms - from rigid hierarchies, overwhelming workloads,...
Financial Advisor, Truist Investment Services, Orlando, FL
- Orlando, FL (8 miles from Casselberry, FL)
- 30+ days ago
- Orlando, FL (8 miles from Casselberry, FL)
- 30+ days ago
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
Personal Banker II (30HR), Benefit Eligible - Apopka
- Apopka, FL (12 miles from Casselberry, FL)
- 30+ days ago
- Apopka, FL (12 miles from Casselberry, FL)
- 30+ days ago
lending...
Demographic Data for Casselberry, FL
Moving to Casselberry, FL? Find some basic demographic data about Casselberry, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Casselberry, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Casselberry, FL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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