Personal Banker Jobs in Fort Myers, 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.
- Punta Gorda, FL (22 miles from Fort Myers, FL)
- 3 hours ago
- Punta Gorda, FL (22 miles from Fort Myers, FL)
- 3 hours ago
This job posting is anticipated to remain open for 30 days, from 14-Aug-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Private Client Banker - Punta Gorda - Punta Gorda , FL
- Punta Gorda, FL (22 miles from Fort Myers, FL)
- 1 day ago
- Punta Gorda, FL (22 miles from Fort Myers, FL)
- 1 day ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banking Advisor - Bonita Springs, FL
- Bonita Springs, FL (21 miles from Fort Myers, FL)
- 2 days ago
- Bonita Springs, FL (21 miles from Fort Myers, FL)
- 2 days ago
Job Title: Personal Banking Advisor Primary Location: 3987 Bonita Beach Rd., Bonita Springs, FL 34134 Employee Status: full-time hourly Estimated Hours/Week: 38 Remote: No % of Travel for the...
- Cape Coral, FL (5 miles from Fort Myers, FL)
- 6 days ago
- Cape Coral, FL (5 miles from Fort Myers, FL)
- 6 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Investment Executive (Financial Advisor) Southwest, FL
- Fort Myers, FL
- 9 days ago
- Fort Myers, FL
- 9 days 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:...
Private Client Banker - Del Prado and Coral Way, - Cape Coral, FL
- Cape Coral, FL (5 miles from Fort Myers, FL)
- 9 days ago
- Cape Coral, FL (5 miles from Fort Myers, FL)
- 9 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Bonita Springs, FL (21 miles from Fort Myers, FL)
- 22 days ago
- Bonita Springs, FL (21 miles from Fort Myers, FL)
- 22 days ago
Banker job family....
- Fort Myers, FL (4 miles from Fort Myers, FL)
- 45+ days ago
- Fort Myers, FL (4 miles from Fort Myers, FL)
- 45+ days ago
Banker job family....
- Bonita Springs, FL (21 miles from Fort Myers, FL)
- 90+ days ago
- Bonita Springs, FL (21 miles from Fort Myers, FL)
- 90+ 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....
- Cape Coral, FL (5 miles from Fort Myers, FL)
- 90+ days ago
- Cape Coral, FL (5 miles from Fort Myers, FL)
- 90+ days ago
Overview Compensation: $60,000 base salary plus commission Income Growth Opportunity: Year 1 | $60,000 - $90,000 Year 3 | $107,000 - $135,000 Year 5 |$150,000 - $260,000 Year 10 | $300,000+...
Financial Advisor - Fort Myers, FL and Surrounding areas
- Fort Myers, FL
- 90+ days ago
- Fort Myers, FL
- 90+ 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...
Demographic Data for Fort Myers, FL
Moving to Fort Myers, FL? Find some basic demographic data about Fort Myers, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Fort Myers, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Fort Myers, FL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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