Personal Banker Jobs in Jacksonville, 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.
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 Work- Jacksonville, FL (11 miles from Jacksonville, FL)
- 28 days ago
- Jacksonville, FL (11 miles from Jacksonville, FL)
- 28 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Jacksonville, FL....
Field Client Relationship Manager (Real Estate)
- Saint Johns, FL (21 miles from Jacksonville, FL)
- 29 days ago
- Saint Johns, FL (21 miles from Jacksonville, FL)
- 29 days ago
Job Description A Field Client Relationship Manager in Real Estate is a real estate agent who strives to serve every need of a customer as they pursue the purchase or sale of property. Real Estate...
Real Estate Client Relationship Manager
- Atlantic Beach, FL (20 miles from Jacksonville, FL)
- 29 days ago
- Atlantic Beach, FL (20 miles from Jacksonville, FL)
- 29 days ago
Job Description The entire Real Estate industry depends on Real Estate Client Relationship Managers. Commonly known as a Real Estate Agent, a Client Relationship Manager is a people-person who...
We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model....
You will spend most of your time as a personal banker, engaging customers in sales conversations to identify appropriate financial solutions....
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
Investment Executive (Financial Advisor) North Florida
- Jacksonville, FL
- 90+ days ago
- Jacksonville, FL
- 90+ 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:...
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
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 Jacksonville, FL
Moving to Jacksonville, FL? Find some basic demographic data about Jacksonville, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Jacksonville, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Jacksonville, 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
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- 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
- Retail
- Business Development
- 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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Here are some other career titles that require similar skills
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