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.
Senior Financial Services Officer (20554)
- Tallahassee, FL (14 miles from Havana, FL)
- 1 day ago
- Tallahassee, FL (14 miles from Havana, FL)
- 1 day ago
This position is being re-advertised. Position Vacancy Announcement Florida A&M University's Student Financial Services is pleased to announce the acceptance of qualified applications for Senior...
Personal Banker II - Capital Circle
- Tallahassee, FL (14 miles from Havana, FL)
- 7 days ago
- Tallahassee, FL (14 miles from Havana, FL)
- 7 days ago
management and merchant services Knowledge of consumer lending...
Universal Associate (Teller & Personal Banker) -Havana
- Havana, FL
- 10 days ago
- Havana, FL
- 10 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)
- 10 days ago
- Tallahassee, FL (14 miles from Havana, FL)
- 10 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)
- 19 days ago
- Tallahassee, FL (14 miles from Havana, FL)
- 19 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...
Personal Banker - Tallahassee Area, Tallahassee FL
- Tallahassee, FL (14 miles from Havana, FL)
- 27 days ago
- Tallahassee, FL (14 miles from Havana, FL)
- 27 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....
Financial Advisor First Commerce Credit Union
- Tallahassee, FL (14 miles from Havana, FL)
- 60+ days ago
- Tallahassee, FL (14 miles from Havana, FL)
- 60+ 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)
- 60+ days ago
- Tallahassee, FL (14 miles from Havana, FL)
- 60+ 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...
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...
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
- 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- 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 »