Personal Banker Jobs in Havana, 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.
Traveling Support Associate (Teller & Personal Banker) - N. Monroe
- Tallahassee, FL (14 miles from Havana, FL)
- 12 days ago
- Tallahassee, FL (14 miles from Havana, FL)
- 12 days ago
Traveling Support Associate - Capital City Bank - More than your bank. Your banker. Hours: Monday - Friday 40 Hours General Summary: Under general supervision, but in conformance with established...
Remote WorkFinancial Advisor First Commerce Credit Union
- Tallahassee, FL (14 miles from Havana, FL)
- 13 days ago
- Tallahassee, FL (14 miles from Havana, FL)
- 13 days ago
Credit Union Financial Advisor First Commerce Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services...
- Tallahassee, FL (14 miles from Havana, FL)
- 15 days ago
- Tallahassee, FL (14 miles from Havana, FL)
- 15 days ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
Traveling Support Associate (Teller & Personal Banker) - Capital Circle NW
- Tallahassee, FL (14 miles from Havana, FL)
- 22 days ago
- Tallahassee, FL (14 miles from Havana, FL)
- 22 days ago
Salary Not Available Position range in Florida $17.80 - $21.29 Per hour Traveling Support Associate (Teller & Personal Banker) - Capital Circle NW Capital City Bank Occupation: Tellers Location: Tallahassee...
/19438/db0b4d48-6094-4564-8e37-56921403180f.png&z=8&s=BNK&ih_t=5%2F12%2F2025+5%3A17%3A52+PM&utm_medium=internal%20referrer&utm_campaign=internal-ihire-resume-builder&utm_content=ihire&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
- Tallahassee, FL (14 miles from Havana, FL)
- 29 days ago
- Tallahassee, FL (14 miles from Havana, FL)
- 29 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations to identify appropriate financial solutions....
Financial Advisor - Tallahassee
- Tallahassee, FL (14 miles from Havana, FL)
- 30+ days ago
- Tallahassee, FL (14 miles from Havana, FL)
- 30+ days ago
Financial Advisor - Capital City Bank - More than your bank. Your banker. Hours: Monday - Friday 8:00 a.m. - 5:00 p.m. General Summary: Financial Advisors with Capital City Investments (CCI)...
Remote WorkFinancial Advisor - Tallahassee
- Tallahassee, FL (14 miles from Havana, FL)
- 60+ days ago
- Tallahassee, FL (14 miles from Havana, FL)
- 60+ 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...
Employee Benefits Client Relationship Manager
- Tallahassee, FL (14 miles from Havana, FL)
- 90+ days ago
- Tallahassee, FL (14 miles from Havana, FL)
- 90+ days ago
The Client Relationship Manager acts as a liaison between the client and insurance carriers for service, enrollment, claims and administration; constantly maintaining quality and service standards...
- Tallahassee, FL (14 miles from Havana, FL)
- 90+ days ago
- Tallahassee, FL (14 miles from Havana, FL)
- 90+ days ago
We're passionate about excellence. Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider...
Demographic Data for Havana, FL
Moving to Havana, FL? Find some basic demographic data about Havana, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Havana, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Havana, 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
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- 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 »