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.
Universal Associate (Teller & Personal Banker) - S. Monroe
- Tallahassee, FL (14 miles from Havana, FL)
- 2 days ago
- Tallahassee, FL (14 miles from Havana, FL)
- 2 days ago
A Universal Associate will be responsive to both Personal Banker and Teller needs of clients....
Remote WorkUniversal Associate (Teller & Personal Banker) - Mahan Office
- Tallahassee, FL (14 miles from Havana, FL)
- 15 days ago
- Tallahassee, FL (14 miles from Havana, FL)
- 15 days ago
A Universal Associate will be responsive to both Personal Banker and Teller needs of clients....
Remote WorkEmployee Benefits Client Relationship Manager
- Tallahassee, FL (14 miles from Havana, FL)
- 19 days ago
- Tallahassee, FL (14 miles from Havana, FL)
- 19 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...
Personal Banker (Travel) - Tallahassee
- Tallahassee, FL (14 miles from Havana, FL)
- 25 days ago
- Tallahassee, FL (14 miles from Havana, FL)
- 25 days ago
Travel Personal Bankers travel to designated branches based on staffing and scheduling needs performing required Personal Banker duties and responsibilities....
Multi-lingual Universal Associate (Teller & Personal Banker) - Quincy
- Quincy, FL (17 miles from Havana, FL)
- 30+ days ago
- Quincy, FL (17 miles from Havana, FL)
- 30+ days ago
A Universal Associate will be responsive to both Personal Banker and Teller needs of clients....
Muti-lingual Universal Associate (Teller & Personal Banker) - Quincy
- Quincy, FL (17 miles from Havana, FL)
- 30+ days ago
- Quincy, FL (17 miles from Havana, FL)
- 30+ days ago
A Universal Associate will be responsive to both Personal Banker and Teller needs of clients....
Remote Work- Tallahassee, FL (14 miles from Havana, FL)
- 45+ days ago
- Tallahassee, FL (14 miles from Havana, FL)
- 45+ days ago
Six Pillars Financial Advisors, a subsidiary of First Commerce Credit Union, is currently seeking a Financial Advisor. General Summary: Six Pillars Financial Advisors, LLC is in the business of...
Personal Banker II - Capital Circle
- Tallahassee, FL (14 miles from Havana, FL)
- 60+ days ago
- Tallahassee, FL (14 miles from Havana, FL)
- 60+ days ago
lending...
- Tallahassee, FL (14 miles from Havana, FL)
- 60+ days ago
- Tallahassee, FL (14 miles from Havana, FL)
- 60+ days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Financial Advisor- North Central Florida Group- Tallahassee, FL
- Tallahassee, FL (14 miles from Havana, FL)
- 60+ days ago
- Tallahassee, FL (14 miles from Havana, FL)
- 60+ days ago
Organization/Business Overview: North Central Florida Group, an established financial services practice for Thrivent located in Gainesville and Tallahassee, FL, is looking to grow and support a...
Financial Advisor First Commerce Credit Union
- Tallahassee, FL (14 miles from Havana, FL)
- 90+ days ago
- Tallahassee, FL (14 miles from Havana, FL)
- 90+ 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...
Financial Advisor - Tallahassee
- Tallahassee, FL (14 miles from Havana, FL)
- 90+ days ago
- Tallahassee, FL (14 miles from Havana, FL)
- 90+ 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)
- 90+ days ago
- Tallahassee, FL (14 miles from Havana, 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 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
- Outside Sales
- Business Planning
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- 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
- Business Development
- Retail
- 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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