Personal Banker Jobs in Largo, 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.
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our...
- Trinity, FL (22 miles from Largo, FL)
- 6 hours ago
- Trinity, FL (22 miles from Largo, FL)
- 6 hours ago
management and merchant services Knowledge of consumer lending...
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Palm Harbor, FL (11 miles from Largo, FL)
- 15 hours ago
- Palm Harbor, FL (11 miles from Largo, FL)
- 15 hours ago
Management team where you will manage your own roster of our high-net-worth clients....
Personal Banker I Associate - Downtown Tampa, FL
- Tampa, FL (21 miles from Largo, FL)
- 2 days ago
- Tampa, FL (21 miles from Largo, FL)
- 2 days ago
Banker job family....
- Saint Petersburg, FL (14 miles from Largo, FL)
- 2 days ago
- Saint Petersburg, FL (14 miles from Largo, FL)
- 2 days ago
We're searching for a qualified financial advisor to join us and Payant Wealth Management Group in providing a balanced combination of professional investment management and personalized financial planning...
Roving Personal Banker-Hillsborough Pasco
- Tampa, FL (21 miles from Largo, FL)
- 3 days ago
- Tampa, FL (21 miles from Largo, FL)
- 3 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Financial Advisor - Pinellas County, FL
- Tampa, FL (21 miles from Largo, FL)
- 5 days ago
- Tampa, FL (21 miles from Largo, FL)
- 5 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...
- Clearwater, FL (5 miles from Largo, FL)
- 5 days ago
- Clearwater, FL (5 miles from Largo, FL)
- 5 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Clearwater, FL 33765. Bilingual Spanish Preferred....
- Clearwater, FL (4 miles from Largo, FL)
- 6 days ago
- Clearwater, FL (4 miles from Largo, FL)
- 6 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....
- Tampa, FL (21 miles from Largo, FL)
- 7 days ago
- Tampa, FL (21 miles from Largo, FL)
- 7 days ago
Management team where you will manage your own roster of our high-net-worth clients....
Personal Banker Clearwater Mall
- Clearwater, FL (4 miles from Largo, FL)
- 7 days ago
- Clearwater, FL (4 miles from Largo, 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....
- Tampa, FL (21 miles from Largo, FL)
- 8 days ago
- Tampa, FL (21 miles from Largo, FL)
- 8 days ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
- Palm Harbor, FL (11 miles from Largo, FL)
- 8 days ago
- Palm Harbor, FL (11 miles from Largo, 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....
- St Petersburg, FL (14 miles from Largo, FL)
- 14 days ago
- St Petersburg, FL (14 miles from Largo, FL)
- 14 days ago
Management team where you will manage your own roster of our high-net-worth clients....
- Clearwater, FL (4 miles from Largo, FL)
- 18 days ago
- Clearwater, FL (4 miles from Largo, FL)
- 18 days ago
Overview** ____________________________________ Client Relationship Manager - Clearwater, FL ____________________________________ About Us: Southern Guaranty Insurance Company, often referred to...
Demographic Data for Largo, FL
Moving to Largo, FL? Find some basic demographic data about Largo, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Largo, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Largo, 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
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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