Personal Banker Jobs in Hallandale Beach, 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.
Personal Banker-Broward North District (FL)
- Pompano Beach, FL (17 miles from Hallandale Beach, FL)
- 1 day ago
- Pompano Beach, FL (17 miles from Hallandale Beach, 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....
- Hollywood, FL (3 miles from Hallandale Beach, FL)
- 2 days ago
- Hollywood, FL (3 miles from Hallandale Beach, FL)
- 2 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Key Biscayne, FL (18 miles from Hallandale Beach, FL)
- 2 days ago
- Key Biscayne, FL (18 miles from Hallandale Beach, FL)
- 2 days ago
Personal Banker Under general supervision (but works independently most of the time) responsible for delivering an exceptional client service experience while servicing clients with a full range of...
Personal Banker SAFE Act- North Miami Area
- Miami, FL (14 miles from Hallandale Beach, FL)
- 2 days ago
- Miami, FL (14 miles from Hallandale Beach, FL)
- 2 days 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....
- Pinecrest, FL (23 miles from Hallandale Beach, FL)
- 3 days ago
- Pinecrest, FL (23 miles from Hallandale Beach, FL)
- 3 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Pinecrest, Florida. Bilingual Spanish Preferred....
Personal Banker Travel - North Miami Beach ($1K Signing Bonus)
- North Miami Beach, FL (2 miles from Hallandale Beach, FL)
- 4 days ago
- North Miami Beach, FL (2 miles from Hallandale Beach, FL)
- 4 days ago
management and merchant services Knowledge of consumer lending...
- Aventura, FL (2 miles from Hallandale Beach, FL)
- 4 days ago
- Aventura, FL (2 miles from Hallandale Beach, FL)
- 4 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....
- Opa Locka, FL (8 miles from Hallandale Beach, FL)
- 4 days ago
- Opa Locka, FL (8 miles from Hallandale Beach, FL)
- 4 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 - Miami Lakes - Miami Lakes, FL
- Miami Lakes, FL (10 miles from Hallandale Beach, FL)
- 5 days ago
- Miami Lakes, FL (10 miles from Hallandale Beach, FL)
- 5 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...
- Miami Shores, FL (8 miles from Hallandale Beach, FL)
- 5 days ago
- Miami Shores, FL (8 miles from Hallandale Beach, FL)
- 5 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....
- Miami, FL (14 miles from Hallandale Beach, FL)
- 5 days ago
- Miami, FL (14 miles from Hallandale Beach, FL)
- 5 days ago
PERSONAL BANKER Essential Functions: Ensure the branch production goals are met....
Senior Vice President, Financial Advisor
- Coral Gables, FL (19 miles from Hallandale Beach, FL)
- 6 days ago
- Coral Gables, FL (19 miles from Hallandale Beach, FL)
- 6 days ago
Were looking for a Senior Vice President, Financial Advisor to: • Provide comprehensive wealth management advice for ultra-high net worth international clients in Latin America....
- Miami, FL (14 miles from Hallandale Beach, FL)
- 7 days ago
- Miami, FL (14 miles from Hallandale Beach, FL)
- 7 days ago
About the Company: As a financial advisor you focus on the financial futures of your clients with great success, but how often do you focus on your own? You will no doubt be working for a large...
Personal Banker - Stadium Corners - Miami Gardens, FL
- Miami Gardens, FL (11 miles from Hallandale Beach, FL)
- 7 days ago
- Miami Gardens, FL (11 miles from Hallandale Beach, FL)
- 7 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....
Client Relationship Manager in Brickell,FL,US
- Miami, FL (14 miles from Hallandale Beach, FL)
- 8 days ago
- Miami, FL (14 miles from Hallandale Beach, FL)
- 8 days ago
management, ideally working with high-net-worth individuals and family offices Strong understanding of hedge fund structures, alternative investments, and capital account reporting Excellent interpersonal...
Demographic Data for Hallandale Beach, FL
Moving to Hallandale Beach, FL? Find some basic demographic data about Hallandale Beach, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Hallandale Beach, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Hallandale Beach, 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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