Personal Banker Jobs in Lauderdale Lakes, 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.
Personal Banker-South Florida 2 Broward Northeast District
- Lighthouse Point, FL (7 miles from Lauderdale Lakes, FL)
- 1 day ago
- Lighthouse Point, FL (7 miles from Lauderdale Lakes, 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....
Financial Advisor - Weston, FL
- Weston, FL (13 miles from Lauderdale Lakes, FL)
- 1 day ago
- Weston, FL (13 miles from Lauderdale Lakes, FL)
- 1 day ago
management business development techniques, products, services and overall industry....
Financial Advisor - Broward County
- Boca Raton, FL (12 miles from Lauderdale Lakes, FL)
- 1 day ago
- Boca Raton, FL (12 miles from Lauderdale Lakes, FL)
- 1 day 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...
Personal Banker-Bilingual Spanish Speaker Preferred-Galleria, Fort Lauderdale, FL
- Fort Lauderdale, FL (5 miles from Lauderdale Lakes, FL)
- 2 days ago
- Fort Lauderdale, FL (5 miles from Lauderdale Lakes, FL)
- 2 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....
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Personal Banker Roving Dade -Broward East District, FL
- Aventura, FL (17 miles from Lauderdale Lakes, FL)
- 2 days ago
- Aventura, FL (17 miles from Lauderdale Lakes, FL)
- 2 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....
Personal Banker Bilingual Pembroke Pines
- Pembroke Pines, FL (13 miles from Lauderdale Lakes, FL)
- 2 days ago
- Pembroke Pines, FL (13 miles from Lauderdale Lakes, FL)
- 2 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 West Broward Boulevard
- Plantation, FL (3 miles from Lauderdale Lakes, FL)
- 3 days ago
- Plantation, FL (3 miles from Lauderdale Lakes, FL)
- 3 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....
Investment Executive (Financial Advisor) Southeast Florida
- Coral Springs, FL (7 miles from Lauderdale Lakes, FL)
- 3 days ago
- Coral Springs, FL (7 miles from Lauderdale Lakes, FL)
- 3 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:...
- Plantation, FL (3 miles from Lauderdale Lakes, FL)
- 4 days ago
- Plantation, FL (3 miles from Lauderdale Lakes, FL)
- 4 days ago
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can...
Private Client Banker - Spanish River - Boca Raton, FL
- Boca Raton, FL (12 miles from Lauderdale Lakes, FL)
- 4 days ago
- Boca Raton, FL (12 miles from Lauderdale Lakes, FL)
- 4 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Personal Banker (Travel) - North Miami Beach
- North Miami Beach, FL (17 miles from Lauderdale Lakes, FL)
- 4 days ago
- North Miami Beach, FL (17 miles from Lauderdale Lakes, FL)
- 4 days ago
management and merchant services Knowledge of consumer lending...
- Boca Raton, FL (12 miles from Lauderdale Lakes, FL)
- 7 days ago
- Boca Raton, FL (12 miles from Lauderdale Lakes, 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....
- Fort Lauderdale, FL (5 miles from Lauderdale Lakes, FL)
- 8 days ago
- Fort Lauderdale, FL (5 miles from Lauderdale Lakes, FL)
- 8 days ago
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help...
Personal Banker-Bilingual Spanish Speaker Preferred-West Hollywood-Hollywood, FL
- Hollywood, FL (12 miles from Lauderdale Lakes, FL)
- 8 days ago
- Hollywood, FL (12 miles from Lauderdale Lakes, 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....
Personal Banker I - Hialeah Gardens
- Hialeah Gardens, FL (22 miles from Lauderdale Lakes, FL)
- 9 days ago
- Hialeah Gardens, FL (22 miles from Lauderdale Lakes, FL)
- 9 days ago
Personal Banker I - Hialeah Gardens Synovus - 3.3 Hialeah Gardens, FL Job Details Full-time Estimated: $39.9K - $50.2K a year 5 hours ago Qualifications Sales Customer service Microsoft Office High...
Demographic Data for Lauderdale Lakes, FL
Moving to Lauderdale Lakes, FL? Find some basic demographic data about Lauderdale Lakes, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lauderdale Lakes, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lauderdale Lakes, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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