Personal Banker Jobs in Key Biscayne, 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.
- Miami, FL (4 miles from Key Biscayne, FL)
- 7 hours ago
- Miami, FL (4 miles from Key Biscayne, FL)
- 7 hours ago
Financial Advisor - Miami, FLCountry: United States of America WHAT YOU WILL BE DOING Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence,...
Personal Banker - Seventh Avenue - Miami, FL
- Miami, FL (4 miles from Key Biscayne, FL)
- 4 days ago
- Miami, FL (4 miles from Key Biscayne, FL)
- 4 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 - PNC Investments
- Aventura, FL (15 miles from Key Biscayne, FL)
- 5 days ago
- Aventura, FL (15 miles from Key Biscayne, FL)
- 5 days ago
Job Profile** ****Position Overview**** At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience...
Associate Personal Banker - Monarch Lakes - Miramar, FL
- Miramar, FL (19 miles from Key Biscayne, FL)
- 6 days ago
- Miramar, FL (19 miles from Key Biscayne, FL)
- 6 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....
Personal Banker - Bilingual (Spanish/English) - Surfside, FL
- Surfside, FL (12 miles from Key Biscayne, FL)
- 7 days ago
- Surfside, FL (12 miles from Key Biscayne, FL)
- 7 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....
Roving Personal Banker Dade -Broward East District
- Hollywood, FL (21 miles from Key Biscayne, FL)
- 8 days ago
- Hollywood, FL (21 miles from Key Biscayne, FL)
- 8 days ago
strongWhy Wes Fargo:/strongbrbrAre yo ookng for more? Fnd t here. At Wes Fargo, we're more than a fnanca servces eader - we're a goba trabazer commtted to drvng nnovaton, empowerng commntes, and...
- Miami, FL (4 miles from Key Biscayne, FL)
- 9 days ago
- Miami, FL (4 miles from Key Biscayne, FL)
- 9 days ago
Will also make appropriate referrals to business partners including investment, wealth management, trust, and commercial lending....
- Opa Locka, FL (14 miles from Key Biscayne, FL)
- 13 days ago
- Opa Locka, FL (14 miles from Key Biscayne, FL)
- 13 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....
Personal Banker Skylake Branch-Haitian-Creole Speaker Desired-North Miami Beach, FL
- North Miami Beach, FL (15 miles from Key Biscayne, FL)
- 18 days ago
- North Miami Beach, FL (15 miles from Key Biscayne, FL)
- 18 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....
Personal Banker SAFE Act- North Miami Area
- North Miami Beach, FL (15 miles from Key Biscayne, FL)
- 21 days ago
- North Miami Beach, FL (15 miles from Key Biscayne, FL)
- 21 days ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
Personal Banker Under general supervision (but works independently most of the time) responsible for delivering an exceptional client service experience while servicing clients with a full range of...
Personal Banker Travel - North Miami Beach ($1K Signing Bonus)
- North Miami Beach, FL (15 miles from Key Biscayne, FL)
- 26 days ago
- North Miami Beach, FL (15 miles from Key Biscayne, FL)
- 26 days ago
management and merchant services Knowledge of consumer lending...
- Miami, FL (4 miles from Key Biscayne, FL)
- 28 days ago
- Miami, FL (4 miles from Key Biscayne, FL)
- 28 days ago
PERSONAL BANKER Essential Functions: Ensure the branch production goals are met....
- Doral, FL (10 miles from Key Biscayne, FL)
- 30+ days ago
- Doral, FL (10 miles from Key Biscayne, FL)
- 30+ days ago
Tyto Athene is searching for highly qualified Customer Relationship Manager to support U.S. Southern Command on the SCITES II Contract in Doral, Florida. Responsibilities: Develops and manages...
Personal Banker II or Senior - Coral Gables
- Miami, FL (4 miles from Key Biscayne, FL)
- 30+ days ago
- Miami, FL (4 miles from Key Biscayne, FL)
- 30+ days ago
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. Operates as a...
Demographic Data for Key Biscayne, FL
Moving to Key Biscayne, FL? Find some basic demographic data about Key Biscayne, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Key Biscayne, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Key Biscayne, 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
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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