Personal Banker Jobs in Dunedin, 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.
- Clearwater, FL (2 miles from Dunedin, FL)
- 8 hours ago
- Clearwater, FL (2 miles from Dunedin, FL)
- 8 hours ago
Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly...
- Tampa, FL (19 miles from Dunedin, FL)
- 1 day ago
- Tampa, FL (19 miles from Dunedin, FL)
- 1 day 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 (19 miles from Dunedin, FL)
- 1 day ago
- Saint Petersburg, FL (19 miles from Dunedin, FL)
- 1 day 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 Bank Financial Advisor
- Tarpon Springs, FL (9 miles from Dunedin, FL)
- 1 day ago
- Tarpon Springs, FL (9 miles from Dunedin, FL)
- 1 day ago
About this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business...
- Tampa, FL (19 miles from Dunedin, FL)
- 1 day ago
- Tampa, FL (19 miles from Dunedin, 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....
Investment Counselor (Financial Advisor Alternative)
- Largo, FL (7 miles from Dunedin, FL)
- 1 day ago
- Largo, FL (7 miles from Dunedin, FL)
- 1 day 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 (15 miles from Dunedin, FL)
- 2 days ago
- Trinity, FL (15 miles from Dunedin, FL)
- 2 days ago
management and merchant services Knowledge of consumer lending...
- Belleair Beach, FL (11 miles from Dunedin, FL)
- 2 days ago
- Belleair Beach, FL (11 miles from Dunedin, 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...
- Saint Petersburg, FL (19 miles from Dunedin, FL)
- 4 days ago
- Saint Petersburg, FL (19 miles from Dunedin, FL)
- 4 days ago
We're searching for a qualified financial advisor to join us and Payant Wealth Management Group in providing a balanced combination of professional investment management and personalized financial planning...
Roving Personal Banker-Hillsborough Pasco
- Tampa, FL (19 miles from Dunedin, FL)
- 5 days ago
- Tampa, FL (19 miles from Dunedin, FL)
- 5 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Financial Advisor - Pinellas County, FL
- Tampa, FL (19 miles from Dunedin, FL)
- 6 days ago
- Tampa, FL (19 miles from Dunedin, FL)
- 6 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...
- Clearwater, FL (3 miles from Dunedin, FL)
- 7 days ago
- Clearwater, FL (3 miles from Dunedin, FL)
- 7 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Clearwater, FL 33765. Bilingual Spanish Preferred....
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Tampa, FL (19 miles from Dunedin, FL)
- 7 days ago
- Tampa, FL (19 miles from Dunedin, FL)
- 7 days ago
Management team where you will manage your own roster of our high-net-worth clients....
- Clearwater, FL (2 miles from Dunedin, FL)
- 8 days ago
- Clearwater, FL (2 miles from Dunedin, FL)
- 8 days ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
- Tampa, FL (19 miles from Dunedin, FL)
- 10 days ago
- Tampa, FL (19 miles from Dunedin, FL)
- 10 days ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
Demographic Data for Dunedin, FL
Moving to Dunedin, FL? Find some basic demographic data about Dunedin, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Dunedin, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Dunedin, 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
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 »