Personal Banker Jobs in Doral, 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.
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....
Financial Advisor - Davie & Bidwell Branch
- Davie, FL (21 miles from Doral, FL)
- 6 hours ago
- Davie, FL (21 miles from Doral, FL)
- 6 hours ago
management and private banking, corporate and investment banking, and capital markets....
Personal Banker SAFE Act- Bilingual English/Spanish Preferred- Brickell Branch
- Miami, FL (6 miles from Doral, FL)
- 7 hours ago
- Miami, FL (6 miles from Doral, FL)
- 7 hours ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
Personal Banker SAFE Act- Bilingual English/Spanish Preferred- Bayfront Branch
- Miami, FL (6 miles from Doral, FL)
- 12 hours ago
- Miami, FL (6 miles from Doral, FL)
- 12 hours ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
2026 January Financial Advisor Development Program - Fort Lauderdale
- Fort Lauderdale, FL (24 miles from Doral, FL)
- 15 hours ago
- Fort Lauderdale, FL (24 miles from Doral, FL)
- 15 hours ago
A background in business administration, wealth management, financial planning, or finance is preferred....
Personal Banker - Coconut Grove Branch-FL
- Miami, FL (6 miles from Doral, FL)
- 1 day ago
- Miami, FL (6 miles from Doral, 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....
Personal Banker - Silver Lakes
- Pembroke Pines, FL (14 miles from Doral, FL)
- 1 day ago
- Pembroke Pines, FL (14 miles from Doral, 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....
- Miami, FL (6 miles from Doral, FL)
- 1 day ago
- Miami, FL (6 miles from Doral, FL)
- 1 day 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...
- Miami, FL (6 miles from Doral, FL)
- 2 days ago
- Miami, FL (6 miles from Doral, FL)
- 2 days ago
Financial Advisor - Miami, FLCountry: United States of America WHAT YOU WILL BE DOING Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence,...
Personal Banker - Seventh Avenue - Miami, FL
- Miami, FL (6 miles from Doral, FL)
- 6 days ago
- Miami, FL (6 miles from Doral, FL)
- 6 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....
Financial Advisor - PNC Investments
- Aventura, FL (14 miles from Doral, FL)
- 7 days ago
- Aventura, FL (14 miles from Doral, FL)
- 7 days ago
Job Profile** ****Position Overview**** At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience...
Associate Personal Banker - Monarch Lakes - Miramar, FL
- Miramar, FL (14 miles from Doral, FL)
- 8 days ago
- Miramar, FL (14 miles from Doral, FL)
- 8 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 - Bilingual (Spanish/English) - Surfside, FL
- Surfside, FL (12 miles from Doral, FL)
- 9 days ago
- Surfside, FL (12 miles from Doral, 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....
Roving Personal Banker Dade -Broward East District
- Hollywood, FL (18 miles from Doral, FL)
- 10 days ago
- Hollywood, FL (18 miles from Doral, FL)
- 10 days ago
strongWhy Wes Fargo:/strongbrbrAre yo ookng for more? Fnd t here. At Wes Fargo, we're more than a fnanca servces eader - we're a goba trabazer commtted to drvng nnovaton, empowerng commntes, and...
- Miami, FL (6 miles from Doral, FL)
- 11 days ago
- Miami, FL (6 miles from Doral, FL)
- 11 days ago
Will also make appropriate referrals to business partners including investment, wealth management, trust, and commercial lending....
Demographic Data for Doral, FL
Moving to Doral, FL? Find some basic demographic data about Doral, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Doral, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Doral, 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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