Personal Banker Jobs in Jacksonville 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 Bilingual - Merrill Rd Branch, Jacksonville, FL
- Jacksonville, FL (6 miles from Jacksonville Beach, FL)
- 2 days ago
- Jacksonville, FL (6 miles from Jacksonville Beach, FL)
- 2 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....
- Fernandina Beach, FL (21 miles from Jacksonville Beach, FL)
- 3 days ago
- Fernandina Beach, FL (21 miles from Jacksonville Beach, FL)
- 3 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Fernandina Beach, FL at our Fernandina Beach Branch.....
Personal Banker - S. Jax/N. Volusia District
- Jacksonville, FL (6 miles from Jacksonville Beach, FL)
- 5 days ago
- Jacksonville, FL (6 miles from Jacksonville 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....
Private Client Banker SB - Baymeadows Village (New Build) - Jacksonville, FL
- Jacksonville, FL (6 miles from Jacksonville Beach, FL)
- 6 days ago
- Jacksonville, FL (6 miles from Jacksonville Beach, FL)
- 6 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...
Personal Financial Representative - FL
- Jacksonville, FL (6 miles from Jacksonville Beach, FL)
- 8 days ago
- Jacksonville, FL (6 miles from Jacksonville Beach, FL)
- 8 days ago
Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility, and access to new customers....
Remote WorkBoots to Banking - Personal Banker Jacksonville, FL
- Jacksonville Beach, FL
- 8 days ago
- Jacksonville Beach, FL
- 8 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....
Homefront Heroes Hiring-Personal Banker Jacksonville, FL
- Jacksonville Beach, FL
- 8 days ago
- Jacksonville Beach, FL
- 8 days ago
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Jacksonville, FL (6 miles from Jacksonville Beach, FL)
- 10 days ago
- Jacksonville, FL (6 miles from Jacksonville Beach, FL)
- 10 days ago
Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm based in Jacksonville Metro Area, FL....
- Jacksonville, FL (6 miles from Jacksonville Beach, FL)
- 11 days ago
- Jacksonville, FL (6 miles from Jacksonville Beach, FL)
- 11 days ago
Your Future Begins Today. You're a financial advisor who knows you're capable of much more. You want more leads, better support, greater income potential, and a career that feels meaningful every...
Merrill Experienced Financial Advisor
- Jacksonville, FL (6 miles from Jacksonville Beach, FL)
- 17 days ago
- Jacksonville, FL (6 miles from Jacksonville Beach, FL)
- 17 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
- Jacksonville, FL (6 miles from Jacksonville Beach, FL)
- 27 days ago
- Jacksonville, FL (6 miles from Jacksonville Beach, FL)
- 27 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations to identify appropriate financial solutions....
- Jacksonville, FL (6 miles from Jacksonville Beach, FL)
- 30+ days ago
- Jacksonville, FL (6 miles from Jacksonville Beach, FL)
- 30+ days ago
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help...
Investment Executive (Financial Advisor) North Florida
- Jacksonville, FL (6 miles from Jacksonville Beach, FL)
- 30+ days ago
- Jacksonville, FL (6 miles from Jacksonville Beach, FL)
- 30+ 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:...
- Jacksonville, FL (6 miles from Jacksonville Beach, FL)
- 45+ days ago
- Jacksonville, FL (6 miles from Jacksonville Beach, FL)
- 45+ 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....
Personal Banker II or Sr - Gate Parkway
- Jacksonville, FL (6 miles from Jacksonville Beach, FL)
- 90+ days ago
- Jacksonville, FL (6 miles from Jacksonville Beach, FL)
- 90+ days ago
Job Summary Serves as the front-line point of contact for retail branch customers executing activities required to meet sales and service needs of customers and branch goals and objectives....
Demographic Data for Jacksonville Beach, FL
Moving to Jacksonville Beach, FL? Find some basic demographic data about Jacksonville Beach, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Jacksonville Beach, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Jacksonville 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
- Check Cashing
- 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
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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