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.
Virtual Financial Advisor - Series 7 & 66 required
- Saint Petersburg, FL (14 miles from Largo, FL)
- 4 hours ago
- Saint Petersburg, FL (14 miles from Largo, FL)
- 4 hours ago
#LI-JM1 About Raymond James Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations...
- Saint Petersburg, FL (14 miles from Largo, FL)
- 18 hours ago
- Saint Petersburg, FL (14 miles from Largo, FL)
- 18 hours ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Saint Petersburg, FL 33709....
Investment Counselor (Financial Advisor Alternative)
- Twn N Cntry, FL (14 miles from Largo, FL)
- 1 day ago
- Twn N Cntry, FL (14 miles from Largo, FL)
- 1 day ago
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...
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Belleair Beach, FL (3 miles from Largo, FL)
- 1 day ago
- Belleair Beach, FL (3 miles from Largo, FL)
- 1 day ago
Management team where you will manage your own roster of our high-net-worth clients....
Personal Banker - Clearwater District, Clearwater FL
- Clearwater, FL (4 miles from Largo, FL)
- 1 day ago
- Clearwater, FL (4 miles from Largo, FL)
- 1 day 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....
Team Manager - Financial Advisor
- Tampa, FL (21 miles from Largo, FL)
- 1 day ago
- Tampa, FL (21 miles from Largo, FL)
- 1 day ago
The individual will be part of the Morgan Stanley Virtual Advisor (MSVA) team within Morgan Stanley Wealth Management....
Personal Banker - St Petersburg District, St Petersburg FL
- St Petersburg, FL (14 miles from Largo, FL)
- 1 day ago
- St Petersburg, FL (14 miles from Largo, FL)
- 1 day 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)
- 1 day ago
- Tampa, FL (21 miles from Largo, FL)
- 1 day ago
Job Details: Financial Advisor Join a dynamic and rapidly growing wealth management practice where your talent and skills are valued and rewarded....
Personal Banker Wells Fargo Center Tampa
- Tampa, FL (21 miles from Largo, FL)
- 4 days ago
- Tampa, FL (21 miles from Largo, 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....
Personal Banker Bilingual Waters Avenue
- Tampa, FL (21 miles from Largo, FL)
- 4 days ago
- Tampa, FL (21 miles from Largo, 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....
- Clearwater, FL (4 miles from Largo, FL)
- 6 days ago
- Clearwater, FL (4 miles from Largo, FL)
- 6 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Clearwater, FL 33761. Bilingual Spanish Preferred....
- Carrollwood, FL (21 miles from Largo, FL)
- 7 days ago
- Carrollwood, FL (21 miles from Largo, FL)
- 7 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Tampa, FL 33618. Bilingual Spanish Preferred....
Float Personal Banker I - Full Time - Tampa West Region
- New Port Richey, FL (22 miles from Largo, FL)
- 7 days ago
- New Port Richey, FL (22 miles from Largo, FL)
- 7 days ago
Banker job family....
Financial Advisor - Acquisition Sales (VCS) - Tampa, FL
- Tampa, FL (21 miles from Largo, FL)
- 8 days ago
- Tampa, FL (21 miles from Largo, FL)
- 8 days ago
Virtual Advisor (MSVA) is Morgan Stanley's wealth management offering for mass affluent clients with a specific focus in the coveted Next-Gen retail space....
Customer Relationship Manager L1
- Tampa, FL (21 miles from Largo, FL)
- 8 days ago
- Tampa, FL (21 miles from Largo, FL)
- 8 days ago
Requisition Number: 198706 Job Description Cintas is seeking a Customer Relationship Manager L1 to serve as a liaison between Cintas customers, sales and all business units. Responsibilities...
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
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »