Personal Banker Jobs in Clermont, 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 Advisory Center Financial Advisor I
- Orlando, FL (22 miles from Clermont, FL)
- 2 days ago
- Orlando, FL (22 miles from Clermont, FL)
- 2 days ago
Work on small groups (pods) of Financial Advisors focused on partnership with Premier Bankers, Preferred Advisors, and Retail Banking leadership to facilitate training and referrals into the team....
- Orlando, FL (22 miles from Clermont, FL)
- 3 days ago
- Orlando, FL (22 miles from Clermont, FL)
- 3 days ago
management services to help Floridians realize their dreams....
- Orlando, FL (22 miles from Clermont, FL)
- 3 days ago
- Orlando, FL (22 miles from Clermont, FL)
- 3 days ago
Required Experience: Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of...
- Winter Park, FL (24 miles from Clermont, FL)
- 3 days ago
- Winter Park, FL (24 miles from Clermont, FL)
- 3 days ago
, comprehensive wealth management, and investment services through over 500 advisors and over 100,000 clients nationwide....
- Orlando, FL (22 miles from Clermont, FL)
- 3 days ago
- Orlando, FL (22 miles from Clermont, 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....
Personal Banker (Travel) - Windermere, Winter Park, Lake Mary, Apopka, Longwood and Lake Nona
- Apopka, FL (17 miles from Clermont, FL)
- 4 days ago
- Apopka, FL (17 miles from Clermont, FL)
- 4 days ago
management and merchant services Knowledge of consumer lending...
Personal Banker-Northern Polk Highlands District, FL
- Davenport, FL (24 miles from Clermont, FL)
- 9 days ago
- Davenport, FL (24 miles from Clermont, FL)
- 9 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....
Merrill Experienced Financial Advisor
- Orlando, FL (22 miles from Clermont, FL)
- 14 days ago
- Orlando, FL (22 miles from Clermont, FL)
- 14 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....
Personal Banker II (30 Hours, Benefit Eligible) - Apopka
- Apopka, FL (17 miles from Clermont, FL)
- 16 days ago
- Apopka, FL (17 miles from Clermont, FL)
- 16 days ago
management and merchant services Knowledge of consumer lending...
Float Personal Banker Associate I - Melbourne, FL Areas
- Orlando, FL (22 miles from Clermont, FL)
- 17 days ago
- Orlando, FL (22 miles from Clermont, FL)
- 17 days ago
Banker job family....
Wealth Financial Advisor - Orlando, FL
- Orlando, FL (22 miles from Clermont, FL)
- 17 days ago
- Orlando, FL (22 miles from Clermont, FL)
- 17 days ago
Therefore, a Wealth Management Advisor is expected to promote planning, conserve assets and attain complete work....
Remote WorkClient Relationship Manager - Florida
- Orlando, FL (22 miles from Clermont, FL)
- 19 days ago
- Orlando, FL (22 miles from Clermont, FL)
- 19 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,...
- Orlando, FL (22 miles from Clermont, FL)
- 19 days ago
- Orlando, FL (22 miles from Clermont, FL)
- 19 days ago
Client Relationship Manager Raymond James Financial, Inc. - 3.8 Orlando, FL Job Details Full-time Estimated: $76.6K - $99K a year 9 hours ago Qualifications Financial planning software Microsoft...
- Orlando, FL (22 miles from Clermont, FL)
- 19 days ago
- Orlando, FL (22 miles from Clermont, FL)
- 19 days ago
This job posting is anticipated to remain open for 30 days, from 20-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Personal Banker Associate II - Apopka, FL
- Apopka, FL (17 miles from Clermont, FL)
- 26 days ago
- Apopka, FL (17 miles from Clermont, FL)
- 26 days ago
Banker job family....
Demographic Data for Clermont, FL
Moving to Clermont, FL? Find some basic demographic data about Clermont, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Clermont, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Clermont, 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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