Personal Banker Jobs in Clearwater 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.
Investment Counselor (Financial Advisor Alternative)
- Lutz, FL (23 miles from Clearwater Beach, FL)
- 12 hours ago
- Lutz, FL (23 miles from Clearwater Beach, FL)
- 12 hours ago
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our...
- Ozona, FL (7 miles from Clearwater Beach, FL)
- 2 days ago
- Ozona, FL (7 miles from Clearwater Beach, FL)
- 2 days ago
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our...
Financial Advisor, Truist Investment Services, Tampa, FL
- Tampa, FL (22 miles from Clearwater Beach, FL)
- 4 days ago
- Tampa, FL (22 miles from Clearwater Beach, FL)
- 4 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...
Float Personal Banking Advisor - Tampa, FL
- Tampa, FL (22 miles from Clearwater Beach, FL)
- 4 days ago
- Tampa, FL (22 miles from Clearwater Beach, FL)
- 4 days ago
Job Title: Float Personal Banking Advisor Primary Location: 5140 E Fowler Ave, Tampa FL 33617 Employee Status: full-time hourly Estimated Hours/Week: 38 Remote: No % of Travel for the Position:...
- Tampa, FL (22 miles from Clearwater Beach, FL)
- 4 days ago
- Tampa, FL (22 miles from Clearwater Beach, FL)
- 4 days ago
Responsible for developing, managing and retaining a book of business of clients in the Intl and domestic market for investment Financial Advisors(FA-IC I) maintains a highly dedicated...
Personal Banker Associate I - Tampa, FL
- Tampa, FL (22 miles from Clearwater Beach, FL)
- 5 days ago
- Tampa, FL (22 miles from Clearwater Beach, FL)
- 5 days ago
Banker job family....
Personal Banker - South Tampa - Floater
- Tampa, FL (22 miles from Clearwater Beach, FL)
- 5 days ago
- Tampa, FL (22 miles from Clearwater Beach, FL)
- 5 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...
Private Client Banker - Ridgemoor Blvd and East Lake Road - Palm Harbor, FL
- Palm Harbor, FL (8 miles from Clearwater Beach, FL)
- 6 days ago
- Palm Harbor, FL (8 miles from Clearwater Beach, FL)
- 6 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 - Clearwater, FL
- Clearwater, FL (2 miles from Clearwater Beach, FL)
- 9 days ago
- Clearwater, FL (2 miles from Clearwater Beach, FL)
- 9 days ago
Personal Banker - Clearwater, FL Valley National Bank $17.31 - $28.85 / hr paid time off United States, Florida, Clearwater Jul 04, 2025 Back Personal Banker #25-655 Clearwater, Florida, United States...
- Tampa, FL (22 miles from Clearwater Beach, FL)
- 12 days ago
- Tampa, FL (22 miles from Clearwater Beach, FL)
- 12 days ago
JOIN OUR TEAM! PAUL MITCHELL THE SCHOOL TAMPA IS LOOKING FINANCIAL SERVICES ADVISOR JOB SUMMARY AND OBJECTIVE The Financial Services Advisor is responsible for providing excellent customer service...
Investment Executive (Financial Advisor) Southwest, FL
- Saint Petersburg, FL (18 miles from Clearwater Beach, FL)
- 13 days ago
- Saint Petersburg, FL (18 miles from Clearwater Beach, FL)
- 13 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 Counselor (Financial Advisor Alternative). Job in Seminole Gr8Jobs
- Largo, FL (4 miles from Clearwater Beach, FL)
- 13 days ago
- Largo, FL (4 miles from Clearwater Beach, FL)
- 13 days ago
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our...
- Trinity, FL (19 miles from Clearwater Beach, FL)
- 13 days ago
- Trinity, FL (19 miles from Clearwater Beach, FL)
- 13 days ago
management and merchant services Knowledge of consumer lending...
- Dunedin, FL (4 miles from Clearwater Beach, FL)
- 13 days ago
- Dunedin, FL (4 miles from Clearwater Beach, FL)
- 13 days ago
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our...
Financial Advisor - Pinellas County, FL
- Tampa, FL (22 miles from Clearwater Beach, FL)
- 18 days ago
- Tampa, FL (22 miles from Clearwater Beach, FL)
- 18 days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Demographic Data for Clearwater Beach, FL
Moving to Clearwater Beach, FL? Find some basic demographic data about Clearwater Beach, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Clearwater Beach, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Clearwater 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
- Retirement Planning
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- 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
- Math
- Listening
- Retail
- Business Development
- Customer Relations
- High School Diploma
- Written Communication
- Telephone Skills
- Reporting
- Policy Development
- Coaching
- Regulations
- Problem Solving
- Sales
- 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 »