Personal Banker Jobs in Ellenton, 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)
- Sun City, FL (10 miles from Ellenton, FL)
- 13 hours ago
- Sun City, FL (10 miles from Ellenton, FL)
- 13 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...
- Saint Petersburg, FL (18 miles from Ellenton, FL)
- 18 hours ago
- Saint Petersburg, FL (18 miles from Ellenton, FL)
- 18 hours 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...
Personal Banker II - West Manatee
- Bradenton, FL (9 miles from Ellenton, FL)
- 2 days ago
- Bradenton, FL (9 miles from Ellenton, FL)
- 2 days ago
management and merchant services Knowledge of consumer lending...
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Saint Petersburg, FL (18 miles from Ellenton, FL)
- 3 days ago
- Saint Petersburg, FL (18 miles from Ellenton, FL)
- 3 days ago
Management team where you will manage your own roster of our high-net-worth clients....
Private Client Banker - Siesta and Tamiami - Sarasota FL
- Sarasota, FL (13 miles from Ellenton, FL)
- 6 days ago
- Sarasota, FL (13 miles from Ellenton, 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 University Parkway
- Sarasota, FL (13 miles from Ellenton, FL)
- 10 days ago
- Sarasota, FL (13 miles from Ellenton, FL)
- 10 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....
Private Client Banker - Saint Petersburg North - Saint Petersburg, FL
- Saint Petersburg, FL (18 miles from Ellenton, FL)
- 11 days ago
- Saint Petersburg, FL (18 miles from Ellenton, FL)
- 11 days ago
JobID: 210616290 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-18T13:24:17+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
Private Client Banker - Lakewood Ranch and State Rd 70 - Bradenton, FL
- Bradenton, FL (9 miles from Ellenton, FL)
- 17 days ago
- Bradenton, FL (9 miles from Ellenton, FL)
- 17 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...
- Bradenton Beach, FL (12 miles from Ellenton, FL)
- 21 days ago
- Bradenton Beach, FL (12 miles from Ellenton, FL)
- 21 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...
Personal Financial Representative
- Saint Petersburg, FL (18 miles from Ellenton, FL)
- 22 days ago
- Saint Petersburg, FL (18 miles from Ellenton, FL)
- 22 days ago
Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility, and access to new customers. We're looking...
- Bradenton, FL (9 miles from Ellenton, FL)
- 25 days ago
- Bradenton, FL (9 miles from Ellenton, FL)
- 25 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations to identify appropriate financial solutions....
Float Personal Banker Associate I - Sarasota Region
- Sarasota, FL (13 miles from Ellenton, FL)
- 27 days ago
- Sarasota, FL (13 miles from Ellenton, FL)
- 27 days ago
Banker job family....
Homefront Heroes Hiring-Personal Banker Bradenton, FL
- Bradenton, FL (9 miles from Ellenton, FL)
- 27 days ago
- Bradenton, FL (9 miles from Ellenton, FL)
- 27 days ago
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Boots to Banking Personal Banker Bradenton, FL
- Bradenton, FL (9 miles from Ellenton, FL)
- 27 days ago
- Bradenton, FL (9 miles from Ellenton, FL)
- 27 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
- Sarasota, FL (13 miles from Ellenton, FL)
- 30+ days ago
- Sarasota, FL (13 miles from Ellenton, FL)
- 30+ 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....
Demographic Data for Ellenton, FL
Moving to Ellenton, FL? Find some basic demographic data about Ellenton, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Ellenton, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Ellenton, 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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