Personal Banker Jobs in Lakewood Ranch, 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.
- Bradenton, FL (5 miles from Lakewood Ranch, FL)
- 13 hours ago
- Bradenton, FL (5 miles from Lakewood Ranch, FL)
- 13 hours ago
Return to selected search result Financial Advisor Trainee- Apply locations FL - Lakewood Ranch - 8120 Lakewood Main St time type Full time posted on Posted Today job requisition id R-0006435 Job...
Retail Personal Banker Associate I
- Sarasota, FL (8 miles from Lakewood Ranch, FL)
- 13 hours ago
- Sarasota, FL (8 miles from Lakewood Ranch, FL)
- 13 hours ago
Banker job family....
- Bradenton, FL (12 miles from Lakewood Ranch, FL)
- 13 hours ago
- Bradenton, FL (12 miles from Lakewood Ranch, FL)
- 13 hours ago
Banker job family....
Personal Banker Sarasota District
- Bradenton, FL (5 miles from Lakewood Ranch, FL)
- 18 hours ago
- Bradenton, FL (5 miles from Lakewood Ranch, FL)
- 18 hours 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....
Retail Personal Banker Associate I
- Sarasota, FL (10 miles from Lakewood Ranch, FL)
- 2 days ago
- Sarasota, FL (10 miles from Lakewood Ranch, FL)
- 2 days ago
Banker job family....
- Parrish, FL (10 miles from Lakewood Ranch, FL)
- 2 days ago
- Parrish, FL (10 miles from Lakewood Ranch, FL)
- 2 days ago
Banker job family....
- Sarasota, FL (10 miles from Lakewood Ranch, FL)
- 6 days ago
- Sarasota, FL (10 miles from Lakewood Ranch, FL)
- 6 days ago
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing...
Personal Banker I - Sarasota Main St
- Sarasota, FL (10 miles from Lakewood Ranch, FL)
- 12 days ago
- Sarasota, FL (10 miles from Lakewood Ranch, FL)
- 12 days ago
Job Summary Entry-level banking role to build proficiency in transactional, and service functions. Operates as a multi-functional team member with the ability to process transactions, provide...
Associate Personal Banker (SAFE) - SPANISH/BILINGUAL - South Manatee - Bradenton, FL
- Bradenton, FL (5 miles from Lakewood Ranch, FL)
- 14 days ago
- Bradenton, FL (5 miles from Lakewood Ranch, FL)
- 14 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....
Associate Personal Banker (SAFE) - South Manatee - Bradenton, FL
- Bradenton, FL (5 miles from Lakewood Ranch, FL)
- 16 days ago
- Bradenton, FL (5 miles from Lakewood Ranch, FL)
- 16 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....
- Sarasota, FL (10 miles from Lakewood Ranch, FL)
- 16 days ago
- Sarasota, FL (10 miles from Lakewood Ranch, FL)
- 16 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....
- Sarasota, FL (10 miles from Lakewood Ranch, FL)
- 19 days ago
- Sarasota, FL (10 miles from Lakewood Ranch, FL)
- 19 days ago
Personal Banker - Sarasota GTE Financial United States, Florida, Sarasota 3510 Fruitville Road (Show on map) Aug 07, 2025 Come join our GTE Financial team!...
Personal Banker Associate I . Sarasota Fl . Full Time
- Sarasota, FL (10 miles from Lakewood Ranch, FL)
- 21 days ago
- Sarasota, FL (10 miles from Lakewood Ranch, FL)
- 21 days ago
#LI-JH1 Personal Banker Associate I. Sarasota Fl....
Investment Executive (Financial Advisor) Southwest, FL
- Sarasota, FL (10 miles from Lakewood Ranch, FL)
- 22 days ago
- Sarasota, FL (10 miles from Lakewood Ranch, FL)
- 22 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:...
- Bradenton, FL (5 miles from Lakewood Ranch, FL)
- 29 days ago
- Bradenton, FL (5 miles from Lakewood Ranch, FL)
- 29 days ago
This job posting is anticipated to remain open for 30 days, from 08-Aug-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Demographic Data for Lakewood Ranch, FL
Moving to Lakewood Ranch, FL? Find some basic demographic data about Lakewood Ranch, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lakewood Ranch, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lakewood Ranch, 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
- Personal Banker
- Consultative Sales
- Flexibility
- Retail Banking
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- 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
- Customer Relations
- High School Diploma
- 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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