Personal Banker Jobs in Fleming Island, 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.
- Jacksonville, FL (16 miles from Fleming Island, FL)
- 6 hours ago
- Jacksonville, FL (16 miles from Fleming Island, FL)
- 6 hours 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....
- Jacksonville, FL (16 miles from Fleming Island, FL)
- 14 hours ago
- Jacksonville, FL (16 miles from Fleming Island, FL)
- 14 hours ago
As a Financial Advisor you will work with individuals and businesses in your community, providing access to financial products and services that will protect their assets, help them understand...
- Jacksonville, FL (16 miles from Fleming Island, FL)
- 14 hours ago
- Jacksonville, FL (16 miles from Fleming Island, FL)
- 14 hours ago
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help...
Investment Executive (Financial Advisor) North Florida
- Jacksonville, FL (16 miles from Fleming Island, FL)
- 1 day ago
- Jacksonville, FL (16 miles from Fleming Island, 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:...
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Fleming Island, FL 32003. Bilingual Spanish Preferred....
Personal Banker Associate I - Ponte Vedra, FL
- Ponte Vedra Beach, FL (22 miles from Fleming Island, FL)
- 6 days ago
- Ponte Vedra Beach, FL (22 miles from Fleming Island, FL)
- 6 days ago
Banker job family....
Float Personal Banker I - Jacksonville, FL Area - Full Time
- Jacksonville, FL (16 miles from Fleming Island, FL)
- 9 days ago
- Jacksonville, FL (16 miles from Fleming Island, FL)
- 9 days ago
Banker job family....
Personal Banker - E. Jacksonville/Ponte Vedra District
- Jacksonville, FL (16 miles from Fleming Island, FL)
- 15 days ago
- Jacksonville, FL (16 miles from Fleming Island, FL)
- 15 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....
Senior Client Relationship Manager - Wealth/Banking
- Jacksonville, FL (16 miles from Fleming Island, FL)
- 22 days ago
- Jacksonville, FL (16 miles from Fleming Island, FL)
- 22 days ago
Typically, at least 5 years client relationship management experience with leadership responsibility, preferably in wealth management or banking....
- Jacksonville, FL (16 miles from Fleming Island, FL)
- 22 days ago
- Jacksonville, FL (16 miles from Fleming Island, FL)
- 22 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....
Personal Banker Associate I (Loretto Road/Jacksonville, FL)
- Jacksonville, FL (16 miles from Fleming Island, FL)
- 29 days ago
- Jacksonville, FL (16 miles from Fleming Island, FL)
- 29 days ago
Banker job family....
Personal Banker II or Sr - Gate Parkway
- Jacksonville, FL (16 miles from Fleming Island, FL)
- 60+ days ago
- Jacksonville, FL (16 miles from Fleming Island, FL)
- 60+ days ago
Job Summary Serves as the front-line point of contact for retail branch customers executing activities required to meet sales and service needs of customers and branch goals and objectives....
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
Financial Advisor - Jacksonville, FL
- Jacksonville, FL (16 miles from Fleming Island, FL)
- 45+ days ago
- Jacksonville, FL (16 miles from Fleming Island, FL)
- 45+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Personal Banker, BIlingual Spanish Preferred - Jacksonville Beach, Florida
- Jacksonville, FL (16 miles from Fleming Island, FL)
- 60+ days ago
- Jacksonville, FL (16 miles from Fleming Island, FL)
- 60+ days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
Demographic Data for Fleming Island, FL
Moving to Fleming Island, FL? Find some basic demographic data about Fleming Island, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Fleming Island, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Fleming Island, FL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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