Personal Banker Jobs in Clearwater, 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.
Personal Banker - Seminole Branch (Seminole, FL)
- Seminole, FL (9 miles from Clearwater, FL)
- 13 hours ago
- Seminole, FL (9 miles from Clearwater, FL)
- 13 hours ago
Working in a team environment, the Personal Banker/Customer Service Representative III will work in a Retail Branch location assisting customers with banking transactions on the Platform, in the Teller...
Virtual Financial Advisor - Annuities
- Saint Petersburg, FL (16 miles from Clearwater, FL)
- 1 day ago
- Saint Petersburg, FL (16 miles from Clearwater, FL)
- 1 day ago
Job Summary Investment Central, a specialized department at the Raymond James home office, provides exceptional service to Raymond James clients. Although we operate as a home office department,...
Associate Personal Banker (SAFE) - Downtown - St. Petersburg, FL
- St Petersburg, FL (16 miles from Clearwater, FL)
- 3 days ago
- St Petersburg, FL (16 miles from Clearwater, FL)
- 3 days ago
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader were a global trailblazer committed to driving innovation, empowering...
Private Client Banker - Hillsborough and Armenia - Tampa, FL Bilingual (Spanish/English) Required
- Tampa, FL (19 miles from Clearwater, FL)
- 4 days ago
- Tampa, FL (19 miles from Clearwater, FL)
- 4 days ago
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
- Temple Terrace, FL (24 miles from Clearwater, FL)
- 8 days ago
- Temple Terrace, FL (24 miles from Clearwater, FL)
- 8 days ago
Bilingual Spanish - Personal Banker PNC Financial Services Group 3.6 ( ) Temple Terrace, FL Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive...
Associate Financial Advisor Associate Financial Advisor
- Tarpon Springs, FL (12 miles from Clearwater, FL)
- 8 days ago
- Tarpon Springs, FL (12 miles from Clearwater, FL)
- 8 days ago
Associate Financial Advisor Edward Jones 3.8 ( ) Tarpon Springs, FL Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports...
Investment Executive (Financial Advisor) Southwest, FL
- Saint Petersburg, FL (16 miles from Clearwater, FL)
- 10 days ago
- Saint Petersburg, FL (16 miles from Clearwater, FL)
- 10 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:...
Associate Personal Banker (SAFE) - Elfers branch
- New Port Richey, FL (18 miles from Clearwater, FL)
- 12 days ago
- New Port Richey, FL (18 miles from Clearwater, FL)
- 12 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....
Roving Personal Banker - Clearwater District
- Saint Petersburg, FL (16 miles from Clearwater, FL)
- 13 days ago
- Saint Petersburg, FL (16 miles from Clearwater, FL)
- 13 days ago
strongWhy Wes Fargo:/strongbrbrAre yo ookng for more? Fnd t here. At Wes Fargo, we beeve that a meanngf career s mch more than jst a job. t's abot fndng a of the eements that hep yo thrve, n one...
- Tampa, FL (19 miles from Clearwater, FL)
- 15 days ago
- Tampa, FL (19 miles from Clearwater, FL)
- 15 days ago
Originate consumer lending applications including home equity lending (NMLS registered)....
Bilingual Spanish - Personal Banker
- Temple Terrace, FL (24 miles from Clearwater, FL)
- 16 days ago
- Temple Terrace, FL (24 miles from Clearwater, FL)
- 16 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Temple Terrace, FL 33617. Bilingual Spanish Required....
Personal Banker Associate I - Largo, FL
- Largo, FL (4 miles from Clearwater, FL)
- 19 days ago
- Largo, FL (4 miles from Clearwater, FL)
- 19 days ago
Banker job family....
- Saint Petersburg, FL (16 miles from Clearwater, FL)
- 29 days ago
- Saint Petersburg, FL (16 miles from Clearwater, FL)
- 29 days ago
This job posting is anticipated to remain open for 30 days, from 18-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banking Advisor - New Tampa - Tampa, FL
- Tampa, FL (19 miles from Clearwater, FL)
- 30+ days ago
- Tampa, FL (19 miles from Clearwater, FL)
- 30+ days ago
Job Title: Personal Banking Advisor Primary Location: 17635 Bruce B Downs Blvd, Tampa, FL 33647 Employee Status: full-time hourly Estimated Hours/Week: 38 Remote: No % of Travel for the Position:...
Float Personal Banking Advisor - Tampa, FL
- Temple Terrace, FL (24 miles from Clearwater, FL)
- 30+ days ago
- Temple Terrace, FL (24 miles from Clearwater, FL)
- 30+ days ago
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: More than 50%...
Demographic Data for Clearwater, FL
Moving to Clearwater, FL? Find some basic demographic data about Clearwater, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Clearwater, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Clearwater, 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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